DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$864M
2
FBFS
2
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
5
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
801
Evergreen Capital Management
Washington
– -$555K -10,382 Closed
PA
802
Procyon Advisors
Connecticut
– -$465K -8,704 Closed
MWM
803
Maripau Wealth Management
Indiana
– -$351K -6,711 Closed
TW
804
Transform Wealth
Colorado
– -$328K -6,126 Closed
AWMT
805
AAFMAA Wealth Management & Trust
North Carolina
– -$284K -5,313 Closed
APP
806
Avantax Planning Partners
Iowa
– -$270K -5,050 Closed
HSA
807
HBK Sorce Advisory
Pennsylvania
– -$258K -4,834 Closed
AAS
808
Annex Advisory Services
Wisconsin
– -$253K -4,731 Closed
FTUS
809
Flow Traders U.S.
New York
– -$253K -4,729 Closed
SF
810
Safeguard Financial
Wisconsin
– -$239K -4,482 Closed
GWM
811
GDS Wealth Management
Texas
– -$231K -4,388 Closed
ZIM
812
Zacks Investment Management
Illinois
– -$231K -4,322 Closed
SF
813
Symphony Financial
Texas
– -$222K -4,165 Closed
ZF
814
Zhang Financial
Michigan
– -$216K -4,040 Closed
FPWM
815
FSB Premier Wealth Management
Iowa
– -$210K -4,037 Closed
CFA
816
Camarda Financial Advisors
Florida
– -$215K -4,025 Closed
GCA
817
Guardian Capital Advisors
Ontario, Canada
– -$211K -4,000 Closed
SCM
818
Stordahl Capital Management
Colorado
– -$214K -4,000 Closed
MA
819
MBA Advisors
Pennsylvania
– -$210K -3,924 Closed
FFA
820
Fragasso Financial Advisors
Pennsylvania
– -$210K -3,923 Closed
AMM
821
American Money Management
California
– -$204K -3,824 Closed
NAS
822
Nicolet Advisory Services
Wisconsin
– -$204K -3,812 Closed
AWA
823
Arkadios Wealth Advisors
Georgia
– -$203K -3,810 Closed
HH
824
Hilltop Holdings
Texas
– -$201K -3,773 Closed
FFA
825
Freedman Financial Associates
Massachusetts
– -$107K -2,000 Closed
30 31 32
33
34