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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 %
NFW
776
Noble Family Wealth
Florida
$142K +$142K +2,751 New
AWM
777
Atticus Wealth Management
Florida
$142K -$15.8K -306 -10%
GWSG
778
GPS Wealth Strategies Group
Colorado
$135K +$2.22K +43 +2%
BBPWM
779
Blue Bell Private Wealth Management
Pennsylvania
$135K – – –
BC
780
Barrett & Company
Rhode Island
$134K -$5.15K -100 -4%
WBC
781
West Branch Capital
Massachusetts
$133K +$670 +13 +0.5%
LFG
782
Larson Financial Group
Missouri
$127K +$19.8K +385 +18%
RP
783
Rowlandmiller & Partners
Georgia
$125K +$4.28K +83 +4%
CPA
784
Cardiff Park Advisors
California
$125K +$618 +12 +0.5%
AIC
785
Archer Investment Corporation
Indiana
$123K +$6.08K +118 +5%
CSPIA
786
Cary Street Partners Investment Advisory
Virginia
$118K – – –
PCMC
787
Private Capital Management (Colorado)
Colorado
$112K +$1.39K +27 +1%
FWP
788
FAS Wealth Partners
Kansas
$108K +$57.5K +1,116 +114%
CWA
789
Clearview Wealth Advisors
Oregon
$103K +$206 +4 +0.2%
CWM
790
Cranbrook Wealth Management
Michigan
$101K – – –
CAS
791
Coppell Advisory Solutions
Texas
$101K +$101K +1,979 New
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$101K -$515 -10 -0.5%
CTC
793
Central Trust Company
Missouri
$97.9K – – –
WFA
794
West Financial Advisors
Iowa
$97.7K – – –
AAP
795
Arax Advisory Partners
Colorado
$92.4K -$1.03K -20 -1%
RI
796
Ridgewood Investments
New Jersey
$91.8K – – –
Qube Research & Technologies (QRT)
797
Qube Research & Technologies (QRT)
United Kingdom
$91.2K +$91.2K +1,083 New
FCAG
798
First Capital Advisors Group
New Jersey
$90.8K – – –
BAAM
799
Baker Avenue Asset Management
California
$79.6K – – –
JGIA
800
Jackson Grant Investment Advisers
Connecticut
$79K +$103 +2 +0.1%
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32
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