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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
726
Navis Wealth Advisors
New York
$232K -$1.29K -25 -0.6%
FPAS
727
Focus Partners Advisor Solutions
Missouri
$232K +$232K +4,505 New
CAG
728
Curtis Advisory Group
California
$232K – – –
AMCA
729
Arthur M. Cohen & Associates
Illinois
$232K – – –
SW
730
SVB Wealth
Massachusetts
$231K -$158K -3,076 -41%
SM
731
Sensible Money
Arizona
$230K +$230K +4,471 New
NSG
732
Nalls Sherbakoff Group
Tennessee
$228K – – –
BDFN
733
Bond & Devick Financial Network
Minnesota
$227K +$2.06K +40 +0.9%
ATC
734
Argent Trust Co
Tennessee
$227K – – –
AWM
735
Alterna Wealth Management
Texas
$226K – – –
DWT
736
Dorsey & Whitney Trust
South Dakota
$225K – – –
WW
737
Waterfront Wealth
Kansas
$224K -$36.7K -688 -14%
HFS
738
Heritage Financial Services
Massachusetts
$223K +$223K +4,331 New
ACA
739
Aptus Capital Advisors
Alabama
$223K -$32.1K -623 -13%
CRWM
740
Castle Rock Wealth Management
California
$223K +$1.13K +22 +0.5%
SF
741
Symphony Financial
Texas
$221K +$306 +6 +0.1%
BSW
742
Buckingham Strategic Wealth
Missouri
$220K -$1.65K -32 -0.7%
CSWM
743
Cassady Schiller Wealth Management
Ohio
$220K +$52 +1 +0%
AG
744
Ascent Group
Virginia
$219K +$219K +4,174 New
GKWIM
745
Gerber Kawasaki Wealth & Investment Management
California
$218K +$218K +4,239 New
NAM
746
NorthCrest Asset Manangement
Minnesota
$217K +$217K +4,207 New
PAWA
747
Palo Alto Wealth Advisors
California
$215K – – –
GWM
748
GDS Wealth Management
Texas
$215K – – –
YIH
749
Y-Intercept (HK)
Hong Kong
$214K +$214K +4,161 New
PPWM
750
PFG Private Wealth Management
Florida
$214K +$83.5K +1,621 +64%
28 29
30
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