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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 %
CIR
776
Clear Investment Research
Georgia
$75K +$3.29K +66 +5%
AWM
777
Angeles Wealth Management
California
$75K +$75K +1,500 New
JGIA
778
Jackson Grant Investment Advisers
Connecticut
$74.6K +$100 +2 +0.1%
MA
779
MCF Advisors
Kentucky
$72.8K +$9.9K +198 +16%
WWP
780
WR Wealth Planners
Missouri
$71.4K -$7.45K -149 -9%
LC
781
Lindbrook Capital
California
$69K – – –
SCA
782
Stuart Chaussee & Associates
California
$67.5K – – –
CWC
783
Carolinas Wealth Consulting
North Carolina
$62.6K +$62.6K +1,253 New
GIA
784
GHP Investment Advisors
Colorado
$62.1K – – –
CTC
785
Central Trust Company
Missouri
$61.6K +$61.6K +1,232 New
FWP
786
FAS Wealth Partners
Kansas
$61.3K +$12.4K +248 +25%
BAM
787
Bellevue Asset Management
Washington
$60.3K – – –
BWM
788
Baystate Wealth Management
Massachusetts
$60K -$27.5K -550 -31%
Franklin Resources
789
Franklin Resources
California
$59.6K +$4.45K +89 +8%
FMII
790
Farmers & Merchants Investments Inc
Nebraska
$59.6K +$21.8K +435 +58%
LF
791
Lee Financial
Texas
$58.6K – – –
HWA
792
Heritage Wealth Advisors
Virginia
$57.9K – – –
TWA
793
TCI Wealth Advisors
Arizona
$54.8K +$400 +8 +0.7%
UCB
794
United Community Bank
South Carolina
$53.4K +$53.4K +1,067 New
MHR
795
Matthew Hamilton Rosenberg
$52.2K – – –
CASC
796
Coppell Advisory Solutions Corp
Texas
$48K +$48K +960 New
CAS
797
Coppell Advisory Solutions
Texas
$48K +$48K +960 New
PP
798
PrairieView Partners
Minnesota
$47K – – –
VF
799
VitalStone Financial
Texas
$47K +$47K +928 New
CCA
800
Column Capital Advisors
Indiana
$46.8K – – –
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