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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
726
Journey Advisory Group
Kentucky
$223K +$223K +4,450 New
AWM
727
Alterna Wealth Management
Texas
$221K +$221K +4,422 New
DWT
728
Dorsey & Whitney Trust
South Dakota
$219K +$219K +4,375 New
BDFN
729
Bond & Devick Financial Network
Minnesota
$218K +$218K +4,369 New
RIM
730
Regent Investment Management
Kentucky
$217K +$217K +4,345 New
HIM
731
Hotaling Investment Management
Pennsylvania
$216K -$127K -2,550 -37%
BSW
732
Buckingham Strategic Wealth
Missouri
$215K -$373K -7,461 -63%
TF
733
TIAA FSB
Florida
$213K -$18.4K -368 -8%
LA
734
Lane & Associates
New Jersey
$212K +$212K +4,239 New
CSWM
735
Cassady Schiller Wealth Management
Ohio
$211K -$32.3K -646 -13%
PAWA
736
Palo Alto Wealth Advisors
California
$209K +$209K +4,180 New
GWM
737
GDS Wealth Management
Texas
$209K +$209K +4,173 New
S
738
SignatureFD
Georgia
$207K -$11.3K -226 -5%
BFS
739
Bradley Foster & Sargent
Connecticut
$207K +$207K +4,142 New
GCA
740
Guardian Capital Advisors
Ontario, Canada
$205K +$205K +4,000 New
CFA
741
Camarda Financial Advisors
Florida
$201K +$201K +4,025 New
SCM
742
Stordahl Capital Management
Colorado
$200K +$200K +4,000 New
GFWA
743
Grey Fox Wealth Advisors
Delaware
$195K +$195K +3,902 New
AIM
744
Anchor Investment Management
South Carolina
$195K +$1.5K +30 +0.8%
BCWM
745
Bartlett & Co Wealth Management
Ohio
$188K -$38.2K -763 -17%
BC
746
Bartlett & Co
Ohio
$188K -$38.1K -763 -17%
FFA
747
Founders Financial Alliance
North Carolina
$181K -$172K -3,446 -49%
UB
748
UMB Bank
Missouri
$181K – – –
HNB
749
Huntington National Bank
Ohio
$174K -$81K – –
OC
750
Oakworth Capital
Alabama
$168K – – –
28 29
30
31 32