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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 %
1IA
776
1834 Investment Advisors
Wisconsin
$3K – – –
TC
777
Truvestments Capital
Florida
$3K +$3K +65 New
SCA
778
Stonebridge Capital Advisors
Minnesota
$2K -$55.9K -1,063 -97%
AW
779
ACG Wealth
Georgia
$2K +$2K +39 New
NMG
780
New Millennium Group
Utah
$2K +$2K +49 New
Bank of Montreal
781
Bank of Montreal
Ontario, Canada
$1.44K +$57 +1,200 +4%
AW
782
Avion Wealth
Texas
$1K – – –
BRWM
783
B. Riley Wealth Management
Tennessee
$257 -$637 -13,348 -71%
WIM
784
Westside Investment Management
California
$226 +$98 +2,055 +76%
AR
785
Apeiron RIA
Texas
$55 -$9 -1,944 -14%
SWA
786
Sutton Wealth Advisors
Florida
$31 – – –
WWM
787
WJ Wealth Management
Arizona
– -$8.9M -166,566 Closed
SPP
788
Single Point Partners
Massachusetts
– -$303K -100,982 Closed
LAS
789
Lloyd Advisory Services
Georgia
– -$4.07M -76,213 Closed
AIA
790
Acute Investment Advisory
Arizona
– -$3.66M -68,444 Closed
CA
791
Calton & Associates
Florida
– -$2.53M -47,296 Closed
NAM
792
Nissay Asset Management
Japan
– -$2.42M -45,233 Closed
PIA
793
Pinion Investment Advisors
Kansas
– -$1.22M -22,812 Closed
MA
794
MAS Advisors
Florida
– -$1.08M -19,883 Closed
OAM
795
Oak Asset Management
California
– -$941K -17,616 Closed
LIA
796
LBMC Investment Advisors
Tennessee
– -$929K -17,402 Closed
PAG
797
Paladin Advisory Group
Iowa
– -$808K -15,126 Closed
AA
798
Advisory Alpha
Michigan
– -$628K -11,758 Closed
CIBC Private Wealth Group
799
CIBC Private Wealth Group
Georgia
– -$623K -11,670 Closed
Qube Research & Technologies (QRT)
800
Qube Research & Technologies (QRT)
United Kingdom
– -$619K -11,593 Closed
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32
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