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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
701
Journey Strategic Wealth
New Jersey
$250K +$250K +4,999 New
CMI
702
Clare Market Investments
Texas
$248K +$248K +4,950 New
FPGK
703
Financial Partners Group (Kansas)
Kansas
$247K +$5.28K +102 +2%
BMM
704
Buffington Mohr McNeal
Idaho
$246K -$18.8K -375 -7%
SLWA
705
San Luis Wealth Advisors
California
$244K -$230K -4,587 -48%
TW
706
Transform Wealth
Colorado
$244K +$244K +4,875 New
CFB
707
Cullen/Frost Bankers
Texas
$243K +$206K +4,116 +549%
SWM
708
SigFig Wealth Management
California
$243K +$1.92K +32 +0.8%
WW
709
Waterfront Wealth
Kansas
$243K -$3.48K -68 -1%
SSWM
710
Sheets Smith Wealth Management
North Carolina
$242K – – –
RBC
711
Romano Brothers & Co
Illinois
$240K -$7.5K -150 -3%
AWA
712
Amplius Wealth Advisors
Pennsylvania
$239K -$262K -5,249 -52%
RIA
713
Realta Investment Advisors
Delaware
$237K +$200 +4 +0.1%
BFC
714
Bedel Financial Consulting
Indiana
$234K – – –
IA
715
IFG Advisors
Missouri
$234K +$234K +4,679 New
TPWA
716
TRUE Private Wealth Advisors
Oregon
$233K +$950 +19 +0.4%
GCM
717
Gibraltar Capital Management
Oklahoma
$232K -$38.7K -773 -14%
SAA
718
Southeast Asset Advisors
Georgia
$231K – – –
BFIM
719
Beese Fulmer Investment Management
Ohio
$230K – – –
MF
720
Montis Financial
Massachusetts
$229K – – –
PWLP
721
Prio Wealth Limited Partnership
Massachusetts
$227K +$227K +4,530 New
IF
722
Integrity Financial
Wyoming
$226K +$87.9K +1,758 +64%
CAG
723
Curtis Advisory Group
California
$225K -$10K -200 -4%
AMCA
724
Arthur M. Cohen & Associates
Illinois
$225K – – –
RFA
725
Resurgent Financial Advisors
Georgia
$223K +$223K +4,467 New
27 28
29
30 31