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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 %
LF
776
Lee Financial
Texas
$58.6K – – –
HWA
777
Heritage Wealth Advisors
Virginia
$57.9K – – –
HI
778
Horizon Investments
North Carolina
$56.4K -$56.4M -1,129,025 -100%
Franklin Resources
779
Franklin Resources
California
$56.2K -$3.35K -67 -6%
WWP
780
WR Wealth Planners
Missouri
$55.9K -$15.4K -309 -22%
MHR
781
Matthew Hamilton Rosenberg
$52.2K – – –
PP
782
PrairieView Partners
Minnesota
$51K +$3.84K +77 +8%
FWP
783
FAS Wealth Partners
Kansas
$48.8K -$12.4K -248 -20%
RFA
784
Resurgent Financial Advisors
Georgia
$47.9K -$175K -3,508 -79%
CCA
785
Column Capital Advisors
Indiana
$46.8K – – –
NRC
786
New Republic Capital
North Carolina
$46.2K +$46.2K +925 New
MBFW
787
Morton Brown Family Wealth
Pennsylvania
$44.9K +$30K +600 +201%
PMFA
788
Plante Moran Financial Advisors
Michigan
$43.2K – – –
KHC
789
Koesten Hirschmann & Crabtree
Kansas
$40K – – –
HCM
790
Hollencrest Capital Management
California
$39.7K +$250 +5 +0.6%
HNB
791
Huntington National Bank
Ohio
$39.6K -$174K – –
JFA
792
JNBA Financial Advisors
Minnesota
$38.8K – – –
BCM
793
Bourgeon Capital Management
Connecticut
$37K +$12.5K +250 +51%
TAM
794
Tucker Asset Management
Colorado
$36.3K – – –
WT
795
Whittier Trust
California
$32K +$200 +4 +0.6%
RA
796
Rise Advisors
New York
$32K +$200 +4 +0.6%
HS
797
Horan Securities
United States
$31.7K -$4.9K -98 -13%
PAIM
798
Punch & Associates Investment Management
Minnesota
$31.6K – – –
JWM
799
Janiczek Wealth Management
Colorado
$30.4K – – –
SSC
800
Syverson Strege & Co
Iowa
$29.7K +$150 +3 +0.5%
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32
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