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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
HI
5
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
51
Bogart Wealth LLC
Virginia
$43.8M +$796K +14,783 +2%
CCA
52
Conservest Capital Advisors
Pennsylvania
$41.6M +$1.04M +19,393 +3%
MWP
53
Madison Wealth Partners
Wisconsin
$41.4M +$1.83M +34,040 +5%
AWM
54
AE Wealth Management
Kansas
$40.1M -$191K -3,484 -0.5%
PMG
55
ProVise Management Group
Florida
$39M +$2.39M +44,409 +7%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$36.4M +$3.67M +68,189 +11%
SAF
57
Smith Anglin Financial
Texas
$36M +$5.17M +96,080 +17%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$35.5M +$14.6M +271,672 +70%
TGAM
59
TBH Global Asset Management
Tennessee
$33.4M -$4.08M -75,800 -11%
Comerica Bank
60
Comerica Bank
Texas
$32.1M -$1.06M -19,632 -3%
CA
61
Cetera Advisors
Colorado
$31M +$173K +3,211 +0.6%
ODG
62
O'Dell Group
Ohio
$30.4M -$87K -1,617 -0.3%
TPCW
63
TD Private Client Wealth
New York
$30.3M +$7.05M +131,015 +30%
E
64
ETFidea
New York
$30.1M -$212K -3,939 -0.7%
CWS
65
Confluence Wealth Services
Pennsylvania
$29.8M +$15.7M +292,374 +112%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$29.7M -$2.84M -52,693 -9%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$28.5M -$354K -6,581 -1%
RDFA
68
Ritter Daniher Financial Advisory
Ohio
$28M +$980K +18,211 +4%
AOI
69
Auto-Owners Insurance
Michigan
$27.7M – – –
SCI
70
Silver Coast Investments
United States
$27M +$27M +500,953 New
VDI
71
Vaughan David Investments
Illinois
$26.4M +$1.04M +19,296 +4%
WFM
72
Wolff Financial Management
Michigan
$25.6M +$982K +18,248 +4%
LFS
73
Legacy Financial Strategies
Kansas
$25.6M +$700K +13,001 +3%
AAS
74
Avantax Advisory Services
Texas
$25.3M -$1.77M -32,828 -7%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$24.7M -$13.7M -255,356 -36%
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