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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$864M
2
FBFS
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
AE Wealth Management
Kansas
$38M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
Kelly Financial Services
Massachusetts
$520K
5
IA
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
701
Contravisory Investment Management
Massachusetts
$64K +$64K +1,333 New
TCWM
702
Total Clarity Wealth Management
Illinois
$60K -$452K -9,466 -88%
GIA
703
GHP Investment Advisors
Colorado
$59K -$17.8K -375 -23%
BAM
704
Bellevue Asset Management
Washington
$58K – – –
HIA
705
Harbor Investment Advisory
Maryland
$55K +$54.1K +1,140 +6,000%
HWA
706
Heritage Wealth Advisors
Virginia
$55K +$55K +1,158 New
KFI
707
Key Financial Inc
Pennsylvania
$53K +$53K +1,108 New
PP
708
PrairieView Partners
Minnesota
$52K – – –
TWA
709
TCI Wealth Advisors
Arizona
$52K +$143 +3 +0.3%
MA
710
MCF Advisors
Kentucky
$49K +$46.7K +986 +2,054%
GA
711
GoalVest Advisory
New York
$47K -$6.18M -128,829 -99%
FWP
712
FAS Wealth Partners
Kansas
$47K -$2.74K -57 -6%
GLLW
713
Graves Light Lenhart Wealth
Virginia
$47K – – –
PCM
714
Penserra Capital Management
California
$47K +$47K +992 New
EDRH
715
Edmond de Rothschild Holding
Switzerland
$46K +$46K +970 New
CCA
716
Column Capital Advisors
Indiana
$45K – – –
BBPWM
717
Blue Bell Private Wealth Management
Pennsylvania
$44K -$619 -13 -1%
PMFA
718
Plante Moran Financial Advisors
Michigan
$44K +$2.4K +50 +6%
JFA
719
JNBA Financial Advisors
Minnesota
$39K +$942 +20 +2%
FWA
720
FSC Wealth Advisors
New York
$38K -$7.93K -167 -17%
BCMLT
721
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K – – –
CAM
722
Costello Asset Management
Pennsylvania
$37K – – –
CFB
723
Cullen/Frost Bankers
Texas
$36K – – –
ST
724
Smithfield Trust
Pennsylvania
$36K – – –
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$36K +$36K +756 New
27 28
29
30 31