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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
2
Morgan Stanley
New York
$923M
3
FCAS
3
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
5
LPL Financial
California
$416M

Top Sellers

1
CPIA
1
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
2
Private Advisor Group
New Jersey
$87.6M
3
ACG
3
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
5
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
726
CNB Bank
Pennsylvania
$20K +$18.5K +331 +1,226%
AWA
727
Aquire Wealth Advisors
Utah
$18K +$18K +319 New
PCG
728
Private Capital Group
Connecticut
$17K – – –
MBFW
729
Morton Brown Family Wealth
Pennsylvania
$17K +$17K +299 New
JWA
730
JFS Wealth Advisors
Pennsylvania
$17K +$17K +308 New
KPCM
731
Kings Point Capital Management
New York
$16K – – –
MTWM
732
Masso Torrence Wealth Management
New Jersey
$15K +$15K +270 New
CP
733
Castleview Partners
Texas
$14.1K +$14.1K +782,048 New
SIS
734
Sound Income Strategies
Florida
$14K – – –
TFGT
735
TS Financial Group (TSFG)
Illinois
$14K – – –
AWMS
736
Advocacy Wealth Management Services
Georgia
$12K – – –
HS
737
Horan Securities
United States
$12K +$12K +224 New
TIM
738
Tortoise Investment Management
New York
$11K – – –
TCOV
739
Trust Company of Vermont
Vermont
$11K +$11K +200 New
MA
740
Montag & Associates
Georgia
$9K – – –
IF
741
Integrity Financial
Wyoming
$9K +$9K +155 New
DWA
742
Delos Wealth Advisors
Texas
$9K +$9K +169 New
TCM
743
Tradewinds Capital Management
Washington
$8K -$235 -4 -3%
WWM
744
Wolff Wiese Magana
California
$8K – – –
EW
745
Evoke Wealth
California
$8K – – –
COCM
746
Charter Oak Capital Management
New Hampshire
$8K +$7.63K +145 +2,071%
MAM
747
Meeder Asset Management
Ohio
$7K – – –
WFS
748
Widmann Financial Services
Maryland
$7K +$7K +141 New
DI
749
Disciplined Investments
Oklahoma
$6K +$57 +1 +1%
MTIC
750
Missouri Trust & Investment Company
Missouri
$6K +$6K +100 New
28 29
30
31 32