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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
701
AFS Financial Group
Maryland
$266K -$623K -12,571 -70%
SHIM
702
Stone House Investment Management
Pennsylvania
$266K +$265K +5,360 +89,333%
RG
703
Retirement Group
California
$265K -$37.9K -766 -13%
LA
704
Lane & Associates
New Jersey
$264K -$495 -10 -0.2%
SPWG
705
Syntegra Private Wealth Group
Missouri
$262K – – –
FNBT
706
FineMark National Bank & Trust
Florida
$262K -$129K -2,600 -33%
SC
707
Soundwatch Capital
Connecticut
$261K +$261K +5,272 New
USCWA
708
U.S. Capital Wealth Advisors
Texas
$261K -$17.3K -350 -6%
BFC
709
Bedel Financial Consulting
Indiana
$260K +$28.7K +580 +12%
CPRC
710
Consolidated Portfolio Review Corp
New York
$255K +$644 +13 +0.3%
FCI
711
Financial Counselors Inc
Kansas
$253K -$8.32K -168 -3%
CTFG
712
Capstone Triton Financial Group
Oklahoma
$250K – – –
SCM
713
SOL Capital Management
Maryland
$248K – – –
Fisher Asset Management
714
Fisher Asset Management
Washington
$247K +$247K +4,987 New
HSA
715
HBK Sorce Advisory
Pennsylvania
$247K -$27.3K -552 -10%
JSW
716
Journey Strategic Wealth
New Jersey
$245K -$2.53K -51 -1%
FIM
717
Freedom Investment Management
Connecticut
$245K -$947K -19,129 -79%
AFP
718
Alpha Financial Partners
Kentucky
$244K -$63.9K -1,290 -21%
EIA
719
Eastover Investment Advisors
North Carolina
$243K -$30.4K -614 -11%
ECM
720
Evergreen Capital Management
Washington
$243K – – –
IF
721
Integrity Financial
Wyoming
$242K -$13.5K -272 -5%
CFB
722
Cullen/Frost Bankers
Texas
$241K – – –
RMDI
723
R.M. Davis Inc
Maine
$241K +$241K +4,862 New
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$239K +$220K +4,441 +1,130%
SSWM
725
Sheets Smith Wealth Management
North Carolina
$239K – – –
27 28
29
30 31