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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.

Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14.01%
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
1
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$417M
4
SAF
4
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$540M
2
RCG
2
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$151M
4
LFA
4
Legacy Financial Advisors
Kentucky
$12M
5
OCM
5
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Compass Ion Advisors
Pennsylvania
$44.5M -$705K -13,678 -2%
SPIA
52
Steward Partners Investment Advisory
New York
$43.2M -$3.71K -72 -0%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$41.8M +$11.7M +228,540 +39%
BWL
54
Bogart Wealth LLC
Virginia
$40.6M +$1.1M +21,377 +3%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$37.8M +$2.27M +44,103 +6%
CCA
56
Conservest Capital Advisors
Pennsylvania
$37.8M +$1.85M +35,846 +5%
TGAM
57
TBH Global Asset Management
Tennessee
$36.1M +$2.26M +43,755 +7%
MWP
58
Madison Wealth Partners
Wisconsin
$34M +$1.19M +23,095 +4%
AWM
59
AE Wealth Management
Kansas
$33.1M +$1.62M +31,534 +5%
SIAS
60
Summit Investment Advisory Services
Minnesota
$30.3M +$1.88M +36,492 +7%
CA
61
Cetera Advisors
Colorado
$29.2M -$4.49M -87,118 -13%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$29M -$3.15M -61,158 -10%
E
63
ETFidea
New York
$28.7M +$502K +9,746 +2%
SAF
64
Smith Anglin Financial
Texas
$28.1M +$28.1M +545,997 New
ODG
65
O'Dell Group
Ohio
$28M +$488K +9,467 +2%
SWP
66
Strategic Wealth Partners
Ohio
$27.2M +$817K +15,847 +3%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$27.1M -$16.5M -320,947 -38%
CAL
68
Capital Analysts LLC
Pennsylvania
$27M -$290K -5,652 -1%
PMG
69
ProVise Management Group
Florida
$26.6M +$9.46M +183,639 +55%
AOI
70
Auto-Owners Insurance
Michigan
$26.5M – – –
CWP
71
Concord Wealth Partners
Virginia
$26.2M +$1.76M +34,106 +7%
AAS
72
Avantax Advisory Services
Texas
$25.7M -$239K -4,645 -0.9%
RDFA
73
Ritter Daniher Financial Advisory
Ohio
$25.3M +$139K +2,694 +0.6%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$24.9M +$2.42M +46,969 +11%
VDI
75
Vaughan David Investments
Illinois
$23.7M +$581K +11,268 +3%
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