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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$171M
2
Stifel Financial
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$468M
4
AWMS
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
LPL Financial
California
$522M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
BlackRock
New York
$140M
4
HI
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
801
Ruedi Wealth Management
Illinois
$29.5K +$29.5K +590 New
TWA
802
TCI Wealth Advisors
Arizona
$28.3K -$26.5K -530 -48%
CFO
803
CVA Family Office
Colorado
$27.5K – – –
IBOK
804
Independence Bank of Kentucky
Kentucky
$25.2K – – –
GWANC
805
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.1K – – –
AWM
806
Angeles Wealth Management
California
$25K -$50K -1,000 -67%
WT
807
Washington Trust
Rhode Island
$25K – – –
CT
808
Cambridge Trust
Massachusetts
$23K +$23K +461 New
TFGT
809
TS Financial Group (TSFG)
Illinois
$23K +$99 +2 +0.4%
BWM
810
BerganKDV Wealth Management
Minnesota
$21.3K – – –
OSAM
811
O'Shaughnessy Asset Management
Connecticut
$19.6K – – –
CAM
812
Costello Asset Management
Pennsylvania
$19.5K – – –
TWM
813
Tradition Wealth Management
Minnesota
$19K +$147 +3 +0.8%
CA
814
Centerpoint Advisors
Massachusetts
$19K +$19K +374 New
AP
815
Arlington Partners
Alabama
$16.2K – – –
JWA
816
JFS Wealth Advisors
Pennsylvania
$15.4K – – –
BTI
817
Blue Trust Inc
Georgia
$15K – – –
SIS
818
Sound Income Strategies
Florida
$14.9K +$14.9K +298 New
PK
819
Pflug Koory
Nebraska
$12.8K – – –
BLC
820
Brown, Lisle/Cummings
Rhode Island
$12.5K – – –
BEI
821
Benjamin Edwards Inc
Missouri
$11K +$4.25K +88 +63%
POIA
822
Pin Oak Investment Advisors
Texas
$11K +$11K +228 New
TIM
823
Tortoise Investment Management
New York
$10.2K – – –
YDMI
824
Y.D. More Investments
Israel
$10K – – –
SWA
825
Sutton Wealth Advisors
Florida
$10K +$9.95K +199 +19,900%
31 32
33
34 35