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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
801
NBC Securities
Alabama
$104K +$104K +2,108 New
FWP
802
FAS Wealth Partners
Kansas
$104K – – –
RFA
803
Resurgent Financial Advisors
Georgia
$102K +$54.9K +1,108 +116%
PCMC
804
Private Capital Management (Colorado)
Colorado
$98.2K -$9.71K -196 -9%
CWM
805
Cranbrook Wealth Management
Michigan
$97.4K – – –
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$97.3K +$248 +5 +0.3%
Bessemer Group
807
Bessemer Group
New Jersey
$97K +$97K +1,958 New
SIC
808
SJS Investment Consulting
Ohio
$95.2K +$95.2K +1,923 New
WFA
809
West Financial Advisors
Iowa
$93.9K – – –
AAP
810
Arax Advisory Partners
Colorado
$88.8K – – –
TAM
811
Tucker Asset Management
Colorado
$88.6K +$52.6K +1,061 +146%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.5K +$85.5K +1,726 New
AIC
813
Archer Investment Corporation
Indiana
$81.3K -$37.2K -752 -31%
TSWM
814
Tyler-Stone Wealth Management
Ohio
$80K +$28.3K +575 +55%
MA
815
MCF Advisors
Kentucky
$78.2K +$12.7K +256 +19%
JGIA
816
Jackson Grant Investment Advisers
Connecticut
$76.1K +$99 +2 +0.1%
CWC
817
Carolinas Wealth Consulting
North Carolina
$74.8K +$13.9K +288 +23%
HNB
818
Huntington National Bank
Ohio
$73.2K -$35.8K – –
GG
819
Gleason Group
Kentucky
$69.4K – – –
LC
820
Lindbrook Capital
California
$68.3K – – –
SCA
821
Stuart Chaussee & Associates
California
$66.8K – – –
Legacy Financial Group (Iowa)
822
Legacy Financial Group (Iowa)
Iowa
$64.9K +$64.9K +1,310 New
CYG
823
Clean Yield Group
Vermont
$64.5K +$64.5K +1,300 New
BWM
824
Baystate Wealth Management
Massachusetts
$62.9K +$2.83K +57 +5%
HCA
825
Heck Capital Advisors
Wisconsin
$62.8K -$322K -6,505 -84%
31 32
33
34 35