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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
726
Pennsylvania Capital Management
Pennsylvania
$238K – – –
RIA
727
Realta Investment Advisors
Delaware
$235K -$21.9K -425 -9%
PWLP
728
Prio Wealth Limited Partnership
Massachusetts
$233K – – –
AWA
729
Amplius Wealth Advisors
Pennsylvania
$232K – – –
DWT
730
Dorsey & Whitney Trust
South Dakota
$232K +$14.9K +300 +7%
RRA
731
Round Rock Advisors
Connecticut
$231K – – –
FWM
732
Forza Wealth Management
Florida
$231K +$231K +4,663 New
TPWA
733
TRUE Private Wealth Advisors
Oregon
$231K +$4.16K +84 +2%
NSG
734
Nalls Sherbakoff Group
Tennessee
$230K – – –
BCG
735
Breakwater Capital Group
New Jersey
$230K – – –
CIR
736
Clear Investment Research
Georgia
$229K +$92K +1,857 +67%
SAA
737
Southeast Asset Advisors
Georgia
$228K – – –
BSW
738
Buckingham Strategic Wealth
Missouri
$228K +$16.5K +333 +8%
MWM
739
Mission Wealth Management
California
$228K – – –
NL
740
NWAM LLC
Washington
$228K -$29.6K -598 -12%
BFIM
741
Beese Fulmer Investment Management
Ohio
$227K – – –
BDFN
742
Bond & Devick Financial Network
Minnesota
$227K +$8.97K +181 +4%
MF
743
Montis Financial
Massachusetts
$227K – – –
FNBOO
744
First National Bank of Omaha
Nebraska
$226K -$1.04K -21 -0.5%
EL
745
Essex LLC
Illinois
$226K – – –
CWM
746
Curi Wealth Management
North Carolina
$225K – – –
CW
747
CIC Wealth
Maryland
$225K -$6.64K -134 -3%
SYBT
748
Stock Yards Bank & Trust
Kentucky
$225K – – –
GC
749
Grimes & Company
Massachusetts
$224K -$21.4K -433 -9%
NWA
750
Navis Wealth Advisors
New York
$223K – – –
28 29
30
31 32