DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
751
Archer Investment Corporation
Indiana
$114K – – –
PCMC
752
Private Capital Management (Colorado)
Colorado
$108K +$108K +2,151 New
LFG
753
Larson Financial Group
Missouri
$104K -$200K -3,998 -66%
IGWM
754
ICA Group Wealth Management
Colorado
$103K -$233K -4,663 -69%
CWA
755
Clearview Wealth Advisors
Oregon
$99.5K +$7.75K +155 +8%
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$98.5K -$63.3K -1,266 -39%
CWM
757
Cranbrook Wealth Management
Michigan
$98.3K – – –
CP
758
Castleview Partners
Texas
$97.2K – – –
CTC
759
Central Trust Company
Missouri
$95K +$33.4K +668 +54%
WFA
760
West Financial Advisors
Iowa
$94.7K – – –
AAP
761
Arax Advisory Partners
Colorado
$90.7K -$5.8K -116 -6%
CIR
762
Clear Investment Research
Georgia
$89.3K +$14.2K +283 +19%
RI
763
Ridgewood Investments
New Jersey
$89.1K +$89.1K +1,782 New
FCAG
764
First Capital Advisors Group
New Jersey
$88.1K – – –
EI
765
Ellevest Inc
New York
$82.7K – – –
BAAM
766
Baker Avenue Asset Management
California
$77.2K -$7.55K -151 -9%
JGIA
767
Jackson Grant Investment Advisers
Connecticut
$76.6K +$2.05K +41 +3%
SIM
768
Studio Investment Management
Illinois
$73.5K -$55.2K -1,105 -43%
MA
769
MCF Advisors
Kentucky
$69.6K -$3.15K -63 -4%
LC
770
Lindbrook Capital
California
$68.9K – – –
SCA
771
Stuart Chaussee & Associates
California
$67.4K – – –
CWC
772
Carolinas Wealth Consulting
North Carolina
$62.9K +$250 +5 +0.4%
GIA
773
GHP Investment Advisors
Colorado
$62.1K – – –
BAM
774
Bellevue Asset Management
Washington
$60.7K – – –
BWM
775
Baystate Wealth Management
Massachusetts
$60.3K +$350 +7 +0.6%
29 30
31
32 33