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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

780 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 405 increasing their positions, 189 reducing their positions, and 51 closing their positions.

Holders
780
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.35%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.54%
New
77
Increased
405
Reduced
189
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$897M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
Morgan Stanley
3
Morgan Stanley
New York
$945M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$371M
5
FCB
5
First Command Bank
Texas
$146M

Top Sellers

1
ACG
1
Arch Capital Group
Bermuda
$0
2
BlackRock
2
BlackRock
New York
$225M
3
KCM
3
Karp Capital Management
California
$1.7M
4
FTS
4
Fifth Third Securities
Ohio
$0
5
KAS
5
Kestra Advisory Services
Texas
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PD
801
Planning Directions
Pennsylvania
– – -5,551 Closed
ZIMP
802
Zimmermann Investment Management & Planning
Pennsylvania
– – -5,506 Closed
WFO
803
Wealthgate Family Office
Colorado
– – -5,300 Closed
PCA
804
Personal Capital Advisors
California
– – -5,281 Closed
TIA
805
Traphagen Investment Advisors
New Jersey
– – -5,127 Closed
Principal Financial Group
806
Principal Financial Group
Iowa
– – -4,898 Closed
NCM
807
Noesis Capital Mangement
Florida
– – -4,534 Closed
SMG
808
Smart Money Group
Texas
– – -4,407 Closed
LGWM
809
Litman Gregory Wealth Management
California
– – -4,350 Closed
ANTB
810
AMG National Trust Bank
Colorado
– – -4,110 Closed
IFWM
811
Institute for Wealth Management
Colorado
– – -3,712 Closed
EL
812
Essex LLC
Illinois
– – -3,670 Closed
AWM
813
Apollon Wealth Management
South Carolina
– – -3,611 Closed
Cerity Partners
814
Cerity Partners
New York
– – -3,610 Closed
PCM
815
Penserra Capital Management
California
– – -2,262 Closed
SFM
816
Signet Financial Management
New Jersey
– – -1,988 Closed
CA
817
Cornerstone Advisory
Maryland
– – -1,901 Closed
LFG
818
Leverty Financial Group
Wisconsin
– – -1,726 Closed
WT
819
Whittier Trust
California
– – -1,372 Closed
CAAS
820
Capital Asset Advisory Services
Michigan
– – -871 Closed
EVM
821
Eaton Vance Management
Massachusetts
– – -736 Closed
RI
822
Rinkey Investments
California
– – -549 Closed
TLFA
823
True Link Financial Advisors
California
– – -544 Closed
RPCONE
824
Retirement Planning Company of New England
Rhode Island
– – -400 Closed
AWA
825
Aquire Wealth Advisors
Utah
– – -319 Closed
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