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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.

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
1
Wealthfront Advisers
California
$171M
2
Stifel Financial
2
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$468M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
5
LPL Financial
California
$522M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
3
BlackRock
New York
$140M
4
HI
4
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
5
Ameriprise
Minnesota
$620M
Name Market Value Shares Shares
Change 		Shares
Change %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$40.7M 815,031 +15,308 +2%
BWL
52
Bogart Wealth LLC
Virginia
$38.4M 767,305 +26,924 +4%
LFA
53
Legacy Financial Advisors
Kentucky
$36.6M 731,182 -69,223 -9%
RCG
54
Rock Creek Group
District of Columbia
$35M 649,206 +74,334 +13%
CCA
55
Conservest Capital Advisors
Pennsylvania
$34.9M 697,997 +29,505 +4%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$34.5M 690,234 +38,353 +6%
TGAM
57
TBH Global Asset Management
Tennessee
$32.8M 656,758 +16,723 +3%
CA
58
Cetera Advisors
Colorado
$32.7M 654,085 +39,778 +6%
MWP
59
Madison Wealth Partners
Wisconsin
$31.9M 637,653 +9,914 +2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$31.2M 624,536 -29,271 -4%
AWM
61
AE Wealth Management
Kansas
$30.5M 610,412 -109,593 -15%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$29.1M 589,515 -202,023 -26%
SIAS
63
Summit Investment Advisory Services
Minnesota
$27.6M 551,715 -30,443 -5%
E
64
ETFidea
New York
$27.3M 546,831 +3,622 +0.7%
ODG
65
O'Dell Group
Ohio
$26.7M 534,195 +19,314 +4%
CAL
66
Capital Analysts LLC
Pennsylvania
$26.6M 532,416 +42,778 +9%
AOI
67
Auto-Owners Insurance
Michigan
$25.6M 514,500 – –
SWP
68
Strategic Wealth Partners
Ohio
$25.6M 512,060 +77,522 +18%
AAS
69
Avantax Advisory Services
Texas
$25.2M 504,051 -19,510 -4%
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$24.4M 488,390 +34,029 +7%
CWA
71
Consilio Wealth Advisors
Washington
$24M 480,548 +6,720 +1%
CWP
72
Concord Wealth Partners
Virginia
$23.7M 473,756 -25,510 -5%
FTS
73
Fifth Third Securities
Ohio
$23.1M 461,155 +73,282 +19%
SWA
74
SOA Wealth Advisors
New York
$22.8M 456,941 +324 +0.1%
PWM
75
Pacific Wealth Management
California
$22.6M 452,513 +26,441 +6%
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