DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
HI
5
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
801
American Capital Advisory
Idaho
$220K +$220K +4,092 New
SGI
802
Summit Global Investments
Utah
$220K -$5.32K -99 -2%
PI
803
PFG Investments
New York
$217K +$217K +4,040 New
GCA
804
Guardian Capital Advisors
Ontario, Canada
$216K +$216K +4,000 New
SEEDPG
805
S.E.E.D. Planning Group
New York
$215K +$215K +4,000 New
NP
806
NorthRock Partners
Minnesota
$213K +$213K +3,956 New
MA
807
MJP Associates
Connecticut
$210K +$210K +3,905 New
SAM
808
Secure Asset Management
Michigan
$209K +$209K +3,887 New
GWM
809
GDS Wealth Management
Texas
$208K +$208K +3,873 New
HCC
810
Hirtle Callaghan & Co
Pennsylvania
$208K +$208K +3,869 New
AFG
811
AFS Financial Group
Maryland
$208K -$81.2K -1,509 -28%
KFI
812
Key Financial Inc
Pennsylvania
$208K – – –
AMM
813
American Money Management
California
$207K +$207K +3,855 New
GS
814
GTS Securities
New York
$207K +$207K +3,840 New
LWM
815
LJI Wealth Management
Indiana
$206K +$206K +3,832 New
LFA
816
LGT Financial Advisors
Texas
$206K -$168K -3,112 -45%
SCM
817
Stordahl Capital Management
Colorado
$205K +$205K +3,810 New
FPWM
818
FSB Premier Wealth Management
Iowa
$204K +$204K +3,794 New
NL
819
NWAM LLC
Washington
$203K -$44.2K -822 -18%
BFG
820
Berger Financial Group
Minnesota
$203K -$27.7K -514 -12%
CGFA
821
Colton Groome Financial Advisors
North Carolina
$201K +$201K +3,728 New
FFA
822
Founders Financial Alliance
North Carolina
$198K +$484 +9 +0.2%
NC
823
NewSquare Capital
Pennsylvania
$191K +$191K +3,550 New
UB
824
UMB Bank
Missouri
$191K – – –
AT
825
Arlington Trust
Alabama
$184K +$184K +3,423 New
31 32
33
34 35