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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
726
Delta Investment Management
California
$299K +$299K +5,546 New
LA
727
Latitude Advisors
Florida
$298K +$754 +14 +0.3%
CG
728
Clarus Group
Texas
$298K -$5.81K -108 -2%
HPC
729
HM Payson & Co
Maine
$298K +$5.87K +109 +2%
EWM
730
Evermay Wealth Management
Virginia
$296K +$4.58K +85 +2%
BC
731
Bartlett & Co
Ohio
$296K -$31K -575 -9%
BCWM
732
Bartlett & Co Wealth Management
Ohio
$296K -$31K -575 -9%
RHP
733
Royal Harbor Partners
Texas
$294K +$161 +3 +0.1%
BCG
734
Breakwater Capital Group
New Jersey
$294K +$37K +683 +14%
HAIM
735
Hunter Associates Investment Management
Pennsylvania
$291K – – –
Franklin Resources
736
Franklin Resources
California
$291K -$1.18K -22 -0.4%
RG
737
Retirement Group
California
$290K +$2.1K +39 +0.7%
FNBOO
738
First National Bank of Omaha
Nebraska
$287K +$41.7K +775 +17%
KFS
739
Kelly Financial Services
Massachusetts
$285K -$125K -2,316 -30%
SPWG
740
Syntegra Private Wealth Group
Missouri
$285K +$484 +9 +0.2%
SC
741
Soundwatch Capital
Connecticut
$284K – – –
LA
742
Lane & Associates
New Jersey
$279K -$7.8K -145 -3%
Fisher Asset Management
743
Fisher Asset Management
Washington
$278K +$9.63K +179 +4%
HSA
744
HBK Sorce Advisory
Pennsylvania
$278K +$9.9K +184 +4%
CTI
745
Community Trust & Investment
Kentucky
$273K -$32.9K -612 -11%
SCM
746
SOL Capital Management
Maryland
$269K – – –
GI
747
GAMMA Investing
California
$268K +$268K +4,926 New
CTFG
748
Capstone Triton Financial Group
Oklahoma
$268K -$3.82K -71 -1%
ZF
749
Zhang Financial
Michigan
$267K +$267K +4,957 New
AFP
750
Alpha Financial Partners
Kentucky
$265K – – –
28 29
30
31 32