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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
2
Morgan Stanley
New York
$923M
3
FCAS
3
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
5
LPL Financial
California
$416M

Top Sellers

1
CPIA
1
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
2
Private Advisor Group
New Jersey
$87.6M
3
ACG
3
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
5
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
751
Hudock Inc
Pennsylvania
$5K -$10.9K -216 -69%
TC
752
Trust Company
Kansas
$5K – – –
LPWM
753
Lake Point Wealth Management
Texas
$4K – – –
1IA
754
1834 Investment Advisors
Wisconsin
$4K – – –
PCA
755
Providence Capital Advisors
North Carolina
$4K +$4K +77 New
EWM
756
Elmwood Wealth Management
California
$3K +$3K +46 New
MIM
757
Macroview Investment Management
Maryland
$3K +$3K +62 New
AW
758
Avion Wealth
Texas
$2K – – –
FHC
759
First Heartland Consultants
Missouri
$1.65K +$3 +58 +0.2%
HIA
760
Harbor Investment Advisory
Maryland
$1K -$5.26K -100 -84%
BWL
761
Bogart Wealth LLC
Virginia
$1K – – –
FFG
762
Ford Financial Group
California
$987 +$15 +270 +2%
BBHC
763
Brown Brothers Harriman & Co
New York
$500 – – –
WIM
764
Westside Investment Management
California
$136 – +1 +0%
GRP
765
Global Retirement Partners
California
– -$2.89M -57,608 Closed
SGI
766
Summit Global Investments
Utah
– -$1.89M -37,535 Closed
TRCT
767
Tower Research Capital (TRC)
New York
– -$1.4M -27,907 Closed
CTFG
768
Capstone Triton Financial Group
Oklahoma
– -$1.46M -27,553 Closed
RPG
769
Resource Planning Group
Georgia
– -$743K -14,796 Closed
DAM
770
Deltec Asset Management
New York
– -$646K -12,850 Closed
DA
771
Doliver Advisors
Texas
– -$481K -9,571 Closed
SA
772
Stewardship Advisors
Pennsylvania
– -$407K -8,102 Closed
MP
773
McDonald Partners
Ohio
– -$374K -7,440 Closed
SFO
774
Stokes Family Office
Louisiana
– -$340K -6,767 Closed
BW
775
Bison Wealth
Georgia
– -$334K -6,645 Closed
28 29 30
31
32