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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$864M
2
FBFS
2
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
5
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
751
Morton Brown Family Wealth
Pennsylvania
$14K – – –
LWP
752
Laurel Wealth Planning
Minnesota
$13K -$35.3K -755 -73%
SIS
753
Sound Income Strategies
Florida
$12K – – –
PK
754
Pflug Koory
Nebraska
$12K +$12K +256 New
AWMS
755
Advocacy Wealth Management Services
Georgia
$11K – – –
HS
756
Horan Securities
United States
$11K – – –
CSWG
757
Cardinal Strategic Wealth Guidance
Kentucky
$10K -$8.85K -177 -47%
TIM
758
Tortoise Investment Management
New York
$10K – – –
AIP
759
Ahrens Investment Partners
Louisiana
$10K – – –
TFA
760
Transamerica Financial Advisors
Florida
$9K +$9K +168 New
DWA
761
Delos Wealth Advisors
Texas
$8K – – –
MA
762
Montag & Associates
Georgia
$8K – – –
FPFS
763
First Personal Financial Services
North Carolina
$8K – – –
APW
764
Axim Planning & Wealth
Ohio
$8K +$8K +174 New
COCM
765
Charter Oak Capital Management
New Hampshire
$7K -$338 -7 -5%
EW
766
Evoke Wealth
California
$7K – – –
BEI
767
Benjamin Edwards Inc
Missouri
$7K – – –
WWM
768
Wolff Wiese Magana
California
$7K – – –
ME
769
McIlrath & Eck
Washington
$6K +$6K +120 New
MTIC
770
Missouri Trust & Investment Company
Missouri
$5K – – –
DI
771
Disciplined Investments
Oklahoma
$5K +$47 +1 +0.9%
BLC
772
Brown, Lisle/Cummings
Rhode Island
$4.76K – – –
HI
773
Hudock Inc
Pennsylvania
$4K -$258 -6 -6%
TCOV
774
Trust Company of Vermont
Vermont
$4K +$4K +81 New
MIM
775
Macroview Investment Management
Maryland
$3K – – –
29 30
31
32 33