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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$94.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.8M
3
Morgan Stanley
Morgan Stanley
New York
+$61.6M
4
LPL Financial
LPL Financial
California
+$45.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$45.3M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$453M
2
AWA
Arete Wealth Advisors
Illinois
-$117M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
NFC
Northeast Financial Consultants
Connecticut
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
801
Plante Moran Financial Advisors
Michigan
$43.3K – – –
KHC
802
Koesten Hirschmann & Crabtree
Kansas
$40K +$40K +800 New
HCM
803
Hollencrest Capital Management
California
$39.5K +$39.5K +790 New
JFA
804
JNBA Financial Advisors
Minnesota
$38.8K – – –
LFA
805
LGT Financial Advisors
Texas
$38.8K +$38.8K +776 New
HWMA
806
Heritage Wealth Management (Arizona)
Arizona
$38K +$19K +380 +100%
TWA
807
Tandem Wealth Advisors
Arizona
$36.8K +$36.8K +736 New
HS
808
Horan Securities
United States
$36.5K +$25.3K +507 +226%
TAM
809
Tucker Asset Management
Colorado
$36.5K – – –
AWM
810
Accurate Wealth Management
Florida
$36.5K +$36.5K +718 New
FA
811
Fiduciary Alliance
South Carolina
$34.2K +$34.2K +683 New
GI
812
Gradient Investments
Minnesota
$32.9K +$11.4K +227 +53%
WT
813
Whittier Trust
California
$31.9K +$450 +9 +1%
RA
814
Rise Advisors
New York
$31.8K -$700 -14 -2%
PAIM
815
Punch & Associates Investment Management
Minnesota
$31.6K – – –
JWM
816
Janiczek Wealth Management
Colorado
$30.7K – – –
MPCL
817
My Personal CFO LLC
Washington
$29.7K +$29.7K +593 New
SSC
818
Syverson Strege & Co
Iowa
$29.5K +$200 +4 +0.7%
CFO
819
CVA Family Office
Colorado
$27.5K – – –
GWANC
820
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.2K +$25.2K +503 New
WT
821
Washington Trust
Rhode Island
$25K – – –
IBOK
822
Independence Bank of Kentucky
Kentucky
$25K – – –
ZIG
823
Zullo Investment Group
Pennsylvania
$25K – – –
AC
824
Asio Capital
Kentucky
$25K +$25K +500 New
BCM
825
Bourgeon Capital Management
Connecticut
$24.5K – – –
31 32
33
34 35