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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
751
MassMutual Private Wealth & Trust
Connecticut
$162K -$180K -3,600 -53%
AA
752
Ancora Advisors
Ohio
$158K +$13.1K +261 +9%
BBPWM
753
Blue Bell Private Wealth Management
Pennsylvania
$154K -$50K -1,000 -25%
SWM
754
Sanctuary Wealth Management
Idaho
$141K +$141K +2,826 New
VCM
755
Vigilant Capital Management
Maine
$140K +$140K +2,800 New
BC
756
Barrett & Company
Rhode Island
$135K – – –
SBL
757
Sargent Bickham Lagudis
Colorado
$131K +$850 +17 +0.7%
SIM
758
Studio Investment Management
Illinois
$129K -$1.75K -35 -1%
WBC
759
West Branch Capital
Massachusetts
$128K +$800 +16 +0.6%
PPWM
760
PFG Private Wealth Management
Florida
$127K – – –
CPG
761
Cornerstone Planning Group
New Jersey
$120K +$120K +2,414 New
CPA
762
Cardiff Park Advisors
California
$120K +$1.7K +34 +1%
RP
763
Rowlandmiller & Partners
Georgia
$117K -$2.14K -43 -2%
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
$114K +$114K +2,283 New
HFM
765
Hartford Financial Management
Connecticut
$114K – – –
AIC
766
Archer Investment Corporation
Indiana
$114K – – –
CWM
767
Cranbrook Wealth Management
Michigan
$98.4K – – –
CP
768
Castleview Partners
Texas
$97.3K +$97.3K +1,945 New
AAP
769
Arax Advisory Partners
Colorado
$96.5K +$1.25K +25 +1%
WFA
770
West Financial Advisors
Iowa
$94.8K – – –
CWA
771
Clearview Wealth Advisors
Oregon
$91.8K +$300 +6 +0.3%
TFS
772
TrustCore Financial Services
Tennessee
$88.5K -$40.6K -811 -31%
FCAG
773
First Capital Advisors Group
New Jersey
$88.2K – – –
BAAM
774
Baker Avenue Asset Management
California
$84.8K +$84.8K +1,696 New
EI
775
Ellevest Inc
New York
$82.8K -$15.2K -303 -15%
29 30
31
32 33