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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.

Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
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 %
BWL
51
Bogart Wealth LLC
Virginia
$39.6M +$534K +10,791 +1%
CCA
52
Conservest Capital Advisors
Pennsylvania
$37.3M +$989K +19,965 +3%
AWM
53
AE Wealth Management
Kansas
$36.5M +$4.71M +95,004 +15%
MWP
54
Madison Wealth Partners
Wisconsin
$36.4M +$3.72M +75,101 +11%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$35.3M -$9.03M -182,373 -20%
TGAM
56
TBH Global Asset Management
Tennessee
$34.5M -$206K -4,161 -0.6%
PMG
57
ProVise Management Group
Florida
$33.7M +$8.1M +163,509 +32%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$32.5M -$3.92M -79,051 -11%
Comerica Bank
59
Comerica Bank
Texas
$30.5M +$30.5M +616,324 New
Jones Financial Companies
60
Jones Financial Companies
Missouri
$30.1M +$6.19M +124,967 +26%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$30M +$30M +605,154 New
SAF
62
Smith Anglin Financial
Texas
$28.4M +$1.35M +27,326 +5%
CA
63
Cetera Advisors
Colorado
$28.3M +$255K +5,154 +0.9%
ODG
64
O'Dell Group
Ohio
$28M +$1.1M +22,288 +4%
E
65
ETFidea
New York
$27.9M +$344K +6,948 +1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$26.5M -$1.38M -27,930 -5%
AOI
67
Auto-Owners Insurance
Michigan
$25.5M – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$25.3M -$775K -15,653 -3%
AAS
69
Avantax Advisory Services
Texas
$24.9M +$179K +3,621 +0.7%
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$24.9M +$581K +11,734 +2%
UCFA
71
United Capital Financial Advisors
Texas
$23.6M +$20.9M +422,195 +777%
VDI
72
Vaughan David Investments
Illinois
$23.3M +$512K +10,334 +2%
CWP
73
Concord Wealth Partners
Virginia
$23.2M -$1.92M -38,712 -8%
JWCA
74
J.W. Cole Advisors
Florida
$23.1M +$1.95M +39,443 +9%
LFS
75
Legacy Financial Strategies
Kansas
$23M +$1.94M +39,189 +9%
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