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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
14.26%
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 %
FFA
776
Founders Financial Alliance
North Carolina
$182K -$1.83K -37 -1%
UB
777
UMB Bank
Missouri
$175K – – –
SAG
778
Spotlight Asset Group
Illinois
$168K – – –
OC
779
Oakworth Capital
Alabama
$166K -$5.65K -114 -3%
GWS
780
Glassman Wealth Services
Virginia
$161K -$15.3K -308 -9%
HWA
781
HHM Wealth Advisors
Tennessee
$160K -$405K -8,185 -72%
HWP
782
Hibernia Wealth Partners
Louisiana
$158K +$158K +3,180 New
BF
783
BOK Financial
Oklahoma
$146K +$6.8K +141 +5%
SWM
784
Sanctuary Wealth Management
Idaho
$141K – – –
DSC
785
Duncker Streett & Co
Missouri
$138K – – –
BAAM
786
Baker Avenue Asset Management
California
$137K +$60.6K +1,224 +79%
GIA
787
GHP Investment Advisors
Colorado
$135K +$73.6K +1,491 +120%
BC
788
Barrett & Company
Rhode Island
$129K – – –
BBPWM
789
Blue Bell Private Wealth Management
Pennsylvania
$129K -$1.44K -29 -1%
WBC
790
West Branch Capital
Massachusetts
$128K – – –
LFG
791
Larson Financial Group
Missouri
$125K +$2.28K +46 +2%
GWSG
792
GPS Wealth Strategies Group
Colorado
$124K -$6.44K -130 -5%
AWM
793
Atticus Wealth Management
Florida
$123K -$13.3K -269 -10%
CPA
794
Cardiff Park Advisors
California
$120K – – –
PPWM
795
PFG Private Wealth Management
Florida
$117K -$87.8K -1,773 -43%
CTC
796
Central Trust Company
Missouri
$117K +$22.6K +457 +24%
RP
797
Rowlandmiller & Partners
Georgia
$116K -$4.11K -83 -3%
FDCC
798
Foster Dykema Cabot & Co
Massachusetts
$116K +$116K +2,333 New
CSPIA
799
Cary Street Partners Investment Advisory
Virginia
$113K – – –
SC
800
Stephens Consulting
Michigan
$104K +$104K +2,106 New
30 31
32
33 34