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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
751
AJ Wealth Strategies
New York
$213K – – –
CWM
752
Congress Wealth Management
Massachusetts
$213K -$774K -15,021 -78%
WA
753
Wealth Architects
California
$211K +$211K +4,085 New
NWMG
754
National Wealth Management Group
Ohio
$210K -$17.5K -334 -8%
PCS
755
Personal CFO Solutions
New Jersey
$208K +$208K +4,039 New
CFA
756
Camarda Financial Advisors
Florida
$207K – – –
GCA
757
Guardian Capital Advisors
Ontario, Canada
$207K – – –
SCM
758
Stordahl Capital Management
Colorado
$206K +$206K +4,000 New
SEEDPG
759
S.E.E.D. Planning Group
New York
$206K +$206K +4,000 New
AO
760
Advisor OS
Illinois
$206K +$206K +3,996 New
PI
761
PFG Investments
New York
$204K +$204K +3,965 New
PFP
762
Pinnacle Financial Partners
Tennessee
$204K +$204K +3,964 New
CFP
763
Catalyst Financial Partners
Massachusetts
$204K +$204K +3,960 New
FFA
764
Founders Financial Alliance
North Carolina
$191K +$4.33K +84 +2%
IBOK
765
Independence Bank of Kentucky
Kentucky
$190K +$164K +3,180 +630%
GWS
766
Glassman Wealth Services
Virginia
$183K -$11.2K -217 -6%
UB
767
UMB Bank
Missouri
$183K -$2.94K -57 -2%
AA
768
Ancora Advisors
Ohio
$181K -$2.27K -44 -1%
SC
769
SouthState Corp
Florida
$179K -$462K -8,958 -72%
OC
770
Oakworth Capital
Alabama
$179K +$5.87K +114 +3%
SAG
771
Spotlight Asset Group
Illinois
$175K +$175K +3,400 New
BF
772
BOK Financial
Oklahoma
$149K -$219K -4,242 -59%
SWM
773
Sanctuary Wealth Management
Idaho
$147K +$147K +2,854 New
DSC
774
Duncker Streett & Co
Missouri
$143K +$143K +2,780 New
CIR
775
Clear Investment Research
Georgia
$143K +$50.5K +980 +55%
29 30
31
32 33