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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$864M
2
FBFS
2
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
5
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
726
Strategic Asset Management
Minnesota
$35K -$808 -17 -2%
LF
727
Lee Financial
Texas
$35K – – –
RA
728
Rise Advisors
New York
$35K +$141 +3 +0.4%
TAM
729
Tucker Asset Management
Colorado
$34.6K +$34.6K +727 New
CCM
730
Covington Capital Management
California
$33K -$11K -229 -25%
LPWM
731
Lake Point Wealth Management
Texas
$31K +$27.4K +568 +768%
PAIM
732
Punch & Associates Investment Management
Minnesota
$30K – – –
JWM
733
Janiczek Wealth Management
Colorado
$30K – – –
TRCT
734
Tower Research Capital (TRC)
New York
$29K +$26.2K +543 +953%
HF
735
Halpern Financial
Virginia
$28K +$28K +588 New
SSC
736
Syverson Strege & Co
Iowa
$28K -$24.3K -505 -46%
CFO
737
CVA Family Office
Colorado
$26K – – –
IBOK
738
Independence Bank of Kentucky
Kentucky
$24K – – –
ZIG
739
Zullo Investment Group
Pennsylvania
$24K – – –
WT
740
Washington Trust
Rhode Island
$24K – – –
BCM
741
Bourgeon Capital Management
Connecticut
$23K – – –
SFC
742
SYM Financial Corp
Indiana
$23K +$23K +481 New
TFGT
743
TS Financial Group (TSFG)
Illinois
$22K +$48 +1 +0.2%
CB
744
CNB Bank
Pennsylvania
$22K +$4.69K +97 +27%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
OSAM
746
O'Shaughnessy Asset Management
Connecticut
$19K – – –
HWMA
747
Heritage Wealth Management (Arizona)
Arizona
$18.1K – – –
TWM
748
Tradition Wealth Management
Minnesota
$18K +$94 +2 +0.5%
BTI
749
Blue Trust Inc
Georgia
$16K +$16K +298 New
JWA
750
JFS Wealth Advisors
Pennsylvania
$15K – – –
28 29
30
31 32