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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFW
676
Brady Family Wealth
Missouri
$379K +$5.54K +103 +1%
CIBC Private Wealth Group
677
CIBC Private Wealth Group
Georgia
$376K +$70.7K +1,313 +23%
BBHC
678
Brown Brothers Harriman & Co
New York
$375K -$82.6K -1,534 -18%
FCFC
679
First Commonwealth Financial Corp
Pennsylvania
$373K -$707K -13,136 -65%
FCCM
680
First City Capital Management
Georgia
$373K – – –
CBFP
681
Cedar Brook Financial Partners
Ohio
$373K +$5.49K +102 +1%
SBIA
682
Sheaff Brock Investment Advisors
Indiana
$371K +$108 +2 +0%
RIA
683
Regal Investment Advisors
Michigan
$368K -$29.1K -541 -7%
MP
684
McDonald Partners
Ohio
$365K -$9.36K -174 -3%
IWP
685
Insight Wealth Partners
Texas
$364K – – –
CWA
686
Continuum Wealth Advisors
New York
$360K – – –
TIAA Trust, National Association
687
TIAA Trust, National Association
North Carolina
$360K +$360K +6,680 New
IGWM
688
ICA Group Wealth Management
Colorado
$355K -$21.9K -406 -6%
GC
689
Grimes & Company
Massachusetts
$353K +$110K +2,038 +45%
AWM
690
Alterna Wealth Management
Texas
$352K +$124K +2,310 +54%
MLIC
691
Mandatum Life Insurance Company
Finland
$352K – – –
WMR
692
Wealth Management Resources
Rhode Island
$351K – – –
TCM
693
Tandem Capital Management
New Jersey
$349K -$14K -260 -4%
TC
694
TownSquare Capital
Utah
$345K -$35K -651 -9%
NWMG
695
National Wealth Management Group
Ohio
$345K +$345K +6,410 New
SP
696
Stonebrook Private
Michigan
$345K +$345K +6,403 New
AIM
697
Alhambra Investment Management
Florida
$343K +$4.84K +90 +1%
SFI
698
SPC Financial Inc
Maryland
$342K -$49.4K -917 -13%
ACM
699
Advisors Capital Management
New Jersey
$342K +$3.55K +66 +1%
SW
700
SVB Wealth
Massachusetts
$340K +$98.9K +1,837 +41%
26 27
28
29 30