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

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$32.1M -$3.14M -65,952 -9%
DOA
52
D'Orazio & Associates
Virginia
$31.4M +$3.03M +63,606 +11%
TGAM
53
TBH Global Asset Management
Tennessee
$31.3M +$1.06M +22,148 +3%
CWP
54
Concord Wealth Partners
Virginia
$31.1M -$2.32M -48,665 -7%
Stifel Financial
55
Stifel Financial
Missouri
$30.7M +$1.86M +38,968 +6%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$30M -$1.45M -30,302 -5%
LNB
57
Ledyard National Bank
$28.9M +$1.06M +22,192 +4%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$28.5M +$1.97M +41,322 +7%
CAN
59
Cetera Advisor Networks
California
$27.8M -$1.76M -36,994 -6%
CA
60
Cetera Advisors
Colorado
$27.7M +$3.18M +66,752 +13%
SAS
61
Sanford Advisory Services
Michigan
$27.6M +$574K +12,046 +2%
PWM
62
Pacific Wealth Management
California
$27.2M +$1.31M +27,495 +5%
SWA
63
Strategies Wealth Advisors
Michigan
$27.2M +$3.94M +82,675 +17%
MWP
64
Madison Wealth Partners
Wisconsin
$25.1M +$373K +7,838 +2%
E
65
ETFidea
New York
$24.4M +$811K +17,018 +3%
OCM
66
One Capital Management
California
$24.1M +$5.35M +112,289 +28%
ODG
67
O'Dell Group
Ohio
$23.8M +$963K +20,207 +4%
CCA
68
Conservest Capital Advisors
Pennsylvania
$23.7M +$4.97M +104,411 +27%
RCG
69
Rock Creek Group
District of Columbia
$23.2M +$3.63M +69,562 +19%
CAMV
70
Concord Asset Management (Virginia)
Virginia
$22.5M -$1.51M -31,661 -6%
Comerica Bank
71
Comerica Bank
Texas
$22.1M -$775K -15,831 -3%
BWL
72
Bogart Wealth LLC
Virginia
$22M +$8M +167,939 +57%
AWS
73
Atria Wealth Solutions
New York
$21.9M +$3.3M +69,171 +18%
CIA
74
Compass Ion Advisors
Pennsylvania
$21.8M +$388K +8,138 +2%
PA
75
Prism Advisors
California
$20.4M -$901K -18,916 -4%
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