DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSW
701
Journey Strategic Wealth
New Jersey
$257K -$72.9K -1,415 -22%
RIA
702
Realta Investment Advisors
Delaware
$257K +$155 +3 +0.1%
GC
703
Grimes & Company
Massachusetts
$255K -$134K -2,603 -34%
CFB
704
Cullen/Frost Bankers
Texas
$251K – – –
ECM
705
Evergreen Capital Management
Washington
$250K +$250K +4,859 New
RIL
706
Rothschild Investment LLC
Illinois
$250K – – –
SSWM
707
Sheets Smith Wealth Management
North Carolina
$249K – – –
BFA
708
BMS Financial Advisors
South Dakota
$249K -$4.95K -96 -2%
PCM
709
Pennsylvania Capital Management
Pennsylvania
$247K +$247K +4,798 New
BCG
710
Breakwater Capital Group
New Jersey
$244K +$464 +9 +0.2%
PWLP
711
Prio Wealth Limited Partnership
Massachusetts
$243K +$9.38K +182 +4%
AWA
712
Amplius Wealth Advisors
Pennsylvania
$241K -$2.68K -52 -1%
CW
713
CIC Wealth
Maryland
$241K -$39.4K -765 -14%
BFC
714
Bedel Financial Consulting
Indiana
$241K – – –
S
715
SignatureFD
Georgia
$241K +$26.3K +511 +12%
RRA
716
Round Rock Advisors
Connecticut
$240K +$258 +5 +0.1%
SAA
717
Southeast Asset Advisors
Georgia
$238K – – –
MWM
718
Mission Wealth Management
California
$237K +$237K +4,601 New
BFIM
719
Beese Fulmer Investment Management
Ohio
$237K – – –
MF
720
Montis Financial
Massachusetts
$236K – – –
FNBOO
721
First National Bank of Omaha
Nebraska
$236K +$8.76K +170 +4%
TPWA
722
TRUE Private Wealth Advisors
Oregon
$236K +$2.53K +49 +1%
EL
723
Essex LLC
Illinois
$235K +$235K +4,560 New
CWM
724
Curi Wealth Management
North Carolina
$234K +$234K +4,550 New
SYBT
725
Stock Yards Bank & Trust
Kentucky
$234K – – –
27 28
29
30 31