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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
801
Gleason Group
Kentucky
$72.2K +$72.2K +1,401 New
LC
802
Lindbrook Capital
California
$71.1K – – –
SCA
803
Stuart Chaussee & Associates
California
$69.5K – – –
MA
804
MCF Advisors
Kentucky
$68.1K -$3.61K -70 -5%
GIA
805
GHP Investment Advisors
Colorado
$65.2K – – –
CWC
806
Carolinas Wealth Consulting
North Carolina
$65K +$206 +4 +0.3%
JWA
807
JFS Wealth Advisors
Pennsylvania
$64.6K +$48.7K +946 +307%
CFS
808
CGC Financial Services
Oregon
$63.5K +$63.5K +1,233 New
BWM
809
Baystate Wealth Management
Massachusetts
$62.5K +$309 +6 +0.5%
LF
810
Lee Financial
Texas
$60.4K – – –
HWA
811
Heritage Wealth Advisors
Virginia
$59.7K – – –
CP
812
Castleview Partners
Texas
$56.1K -$44.1K -856 -44%
BAM
813
Bellevue Asset Management
Washington
$54.1K -$8.5K -165 -14%
TSWM
814
Tyler-Stone Wealth Management
Ohio
$54K +$54K +1,050 New
SF
815
Safeguard Financial
Wisconsin
$54K +$54K +1,057 New
MHR
816
Matthew Hamilton Rosenberg
$53.8K – – –
CFFP
817
Center for Financial Planning
Michigan
$51.5K +$51.5K +1,000 New
BCMLT
818
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$41K +795 +408%
RFA
819
Resurgent Financial Advisors
Georgia
$49.4K -$52 -1 -0.1%
CCA
820
Column Capital Advisors
Indiana
$48.2K – – –
PP
821
PrairieView Partners
Minnesota
$48K -$3.91K -77 -8%
NRC
822
New Republic Capital
North Carolina
$47.7K – – –
MBFW
823
Morton Brown Family Wealth
Pennsylvania
$46.3K – – –
VF
824
VitalStone Financial
Texas
$46K -$427K -8,618 -90%
CPG
825
Cornerstone Planning Group
New Jersey
$44.8K +$44.8K +869 New
31 32
33
34 35