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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$512M
2
HI
2
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$344M
4
NA
4
NewEdge Advisors
Louisiana
$38M
5
Bank of America
5
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$770M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
4
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
801
Ergoteles
New York
– -$4.55M -95,542 Closed
CI
802
CX Institutional
Indiana
– -$2.04M -42,730 Closed
CIBC World Market
803
CIBC World Market
Ontario, Canada
– -$1.47M -30,858 Closed
STAS
804
Strong Tower Advisory Services
Minnesota
– -$1.23M -25,747 Closed
AIP
805
Almanack Investment Partners
Pennsylvania
– -$1.12M -23,418 Closed
HI
806
Human Investing
Oregon
– -$1.05M -22,045 Closed
CAN
807
Claraphi Advisory Network
United States
– -$868K -18,221 Closed
JCM
808
Jacobi Capital Management
Pennsylvania
– -$829K -17,405 Closed
TSS
809
Two Sigma Securities
New York
– -$595K -12,487 Closed
BCP
810
Blue Chip Partners
Michigan
– -$451K -9,458 Closed
WAG
811
Winthrop Advisory Group
Massachusetts
– -$352K -7,393 Closed
NP
812
NorthRock Partners
Minnesota
– -$312K -6,552 Closed
MYIA
813
Mount Yale Investment Advisors
Colorado
– -$296K -6,212 Closed
KCM
814
Karp Capital Management
California
– -$271K -5,682 Closed
NC
815
NovaPoint Capital
Georgia
– -$267K -5,607 Closed
AG
816
Ascent Group
Virginia
– -$276K -5,448 Closed
CCP
817
Corient Capital Partners
California
– -$254K -5,339 Closed
BFA
818
BMS Financial Advisors
South Dakota
– -$290K -5,220 Closed
SS
819
Simplicity Solutions
Minnesota
– -$229K -4,802 Closed
BFG
820
Berger Financial Group
Minnesota
– -$219K -4,594 Closed
SIM
821
Sadoff Investment Management
Wisconsin
– -$212K -4,448 Closed
DWT
822
Dorsey & Whitney Trust
South Dakota
– -$208K -4,375 Closed
SW
823
SteelPeak Wealth
California
– -$207K -4,355 Closed
RIM
824
Regent Investment Management
Kentucky
– -$207K -4,345 Closed
ZIC
825
ZWJ Investment Counsel
Georgia
– -$204K -4,273 Closed
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