DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
701
Alpha Cubed Investments
California
$234K -$59.7K -1,195 -20%
RRA
702
Round Rock Advisors
Connecticut
$233K -$17.3K -346 -7%
SWM
703
Silverlake Wealth Management
Vermont
$231K -$144K -2,888 -38%
SAA
704
Southeast Asset Advisors
Georgia
$231K – – –
BFIM
705
Beese Fulmer Investment Management
Ohio
$230K – – –
NSG
706
Nalls Sherbakoff Group
Tennessee
$230K +$230K +4,645 New
MF
707
Montis Financial
Massachusetts
$229K – – –
PWM
708
PRW Wealth Management
Massachusetts
$228K +$228K +4,471 New
SYBT
709
Stock Yards Bank & Trust
Kentucky
$227K -$39K -780 -15%
NWA
710
Navis Wealth Advisors
New York
$227K +$227K +4,531 New
PWLP
711
Prio Wealth Limited Partnership
Massachusetts
$226K – – –
TPWA
712
TRUE Private Wealth Advisors
Oregon
$226K -$7.25K -145 -3%
CAG
713
Curtis Advisory Group
California
$225K – – –
AMCA
714
Arthur M. Cohen & Associates
Illinois
$225K – – –
FNBOO
715
First National Bank of Omaha
Nebraska
$221K -$60K -1,200 -21%
ATC
716
Argent Trust Co
Tennessee
$220K -$62K -1,240 -22%
AWM
717
Alterna Wealth Management
Texas
$219K -$1.8K -36 -0.8%
DWT
718
Dorsey & Whitney Trust
South Dakota
$219K – – –
BDFN
719
Bond & Devick Financial Network
Minnesota
$218K – – –
NWMG
720
National Wealth Management Group
Ohio
$216K -$236K -4,743 -52%
BSW
721
Buckingham Strategic Wealth
Missouri
$215K – – –
CRWM
722
Castle Rock Wealth Management
California
$215K -$227K -4,552 -51%
SF
723
Symphony Financial
Texas
$214K +$214K +4,324 New
CSWM
724
Cassady Schiller Wealth Management
Ohio
$213K +$2.7K +54 +1%
PAWA
725
Palo Alto Wealth Advisors
California
$209K – – –
27 28
29
30 31