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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMCA
751
Arthur M. Cohen & Associates
Illinois
$223K – – –
CAG
752
Curtis Advisory Group
California
$223K – – –
SOS
753
Silver Oak Securities
Tennessee
$223K +$223K +4,498 New
SW
754
SVB Wealth
Massachusetts
$222K – – –
FIA
755
FNY Investment Advisers
New York
$222K +$222K +4,500 New
WJA
756
Willis Johnson & Associates
Texas
$221K -$57K -1,151 -21%
ATC
757
Argent Trust Co
Tennessee
$218K – – –
PFP
758
Pinnacle Financial Partners
Tennessee
$216K +$19.8K +400 +10%
FWP
759
Firethorn Wealth Partners
Georgia
$216K -$38.7K -782 -15%
OP
760
ORG Partners
Indiana
$214K -$5.04M -101,806 -96%
CRWM
761
Castle Rock Wealth Management
California
$214K +$1.66K +34 +0.8%
SF
762
Symphony Financial
Texas
$213K +$442 +9 +0.2%
BFG
763
Berger Financial Group
Minnesota
$212K -$43.6K -880 -17%
MCC
764
Money Concepts Capital
Florida
$212K -$50.6K -1,022 -19%
S
765
SignatureFD
Georgia
$211K -$20.1K -405 -9%
CSWM
766
Cassady Schiller Wealth Management
Ohio
$211K -$743 -15 -0.4%
GF
767
Gries Financial
Ohio
$211K +$211K +4,251 New
AWM
768
Alterna Wealth Management
Texas
$210K -$7.28K -147 -3%
PAWA
769
Palo Alto Wealth Advisors
California
$209K – – –
SGI
770
Summit Global Investments
Utah
$208K +$208K +4,194 New
PTC
771
Philadelphia Trust Company
Pennsylvania
$205K +$205K +4,145 New
WW
772
Waterfront Wealth
Kansas
$203K – – –
AA
773
Ancora Advisors
Ohio
$201K +$26.3K +530 +15%
AG
774
Ascent Group
Virginia
$200K -$4.91K -100 -2%
KFI
775
Key Financial Inc
Pennsylvania
$191K -$89.8K -1,814 -32%
29 30
31
32 33