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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
726
GDS Wealth Management
Texas
$209K – – –
S
727
SignatureFD
Georgia
$208K +$550 +11 +0.3%
SQA
728
Simon Quick Advisors
New Jersey
$207K -$79.5K -1,591 -28%
AWS
729
AJ Wealth Strategies
New York
$206K +$206K +4,130 New
Neuberger Berman Group
730
Neuberger Berman Group
New York
$203K +$203K +4,054 New
GCA
731
Guardian Capital Advisors
Ontario, Canada
$201K – – –
CFA
732
Camarda Financial Advisors
Florida
$201K – – –
GFWA
733
Grey Fox Wealth Advisors
Delaware
$197K +$1.85K +37 +0.9%
GWS
734
Glassman Wealth Services
Virginia
$189K -$320K -6,400 -63%
BCWM
735
Bartlett & Co Wealth Management
Ohio
$188K – – –
BC
736
Bartlett & Co
Ohio
$188K – – –
FFA
737
Founders Financial Alliance
North Carolina
$181K +$150 +3 +0.1%
UB
738
UMB Bank
Missouri
$180K -$950 -19 -0.5%
AA
739
Ancora Advisors
Ohio
$178K +$20.5K +411 +13%
OC
740
Oakworth Capital
Alabama
$168K – – –
AWM
741
Atticus Wealth Management
Florida
$153K +$153K +3,056 New
BC
742
Barrett & Company
Rhode Island
$135K – – –
BBPWM
743
Blue Bell Private Wealth Management
Pennsylvania
$131K -$22.4K -448 -15%
GWSG
744
GPS Wealth Strategies Group
Colorado
$129K +$129K +2,581 New
WBC
745
West Branch Capital
Massachusetts
$128K +$800 +16 +0.6%
PPWM
746
PFG Private Wealth Management
Florida
$126K -$350 -7 -0.3%
CPA
747
Cardiff Park Advisors
California
$121K +$750 +15 +0.6%
RP
748
Rowlandmiller & Partners
Georgia
$117K – – –
CSPIA
749
Cary Street Partners Investment Advisory
Virginia
$114K – – –
HFM
750
Hartford Financial Management
Connecticut
$114K – – –
28 29
30
31 32