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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
$671M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
Morgan Stanley
New York
$927M
4
LPL Financial
LPL Financial
California
$481M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$1.23B
2
AWA
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$381M
5
NFC
Northeast Financial Consultants
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
826
Tradewinds Capital Management
Washington
$24K +$24K +480 New
CJL
827
Cyrus J. Lawrence
New York
$24K +$24K +480 New
BCMLT
828
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K -$15.5K -310 -40%
CIM
829
Contravisory Investment Management
Massachusetts
$23.2K – – –
TFGT
830
TS Financial Group (TSFG)
Illinois
$23K +$50 +1 +0.2%
BWM
831
BerganKDV Wealth Management
Minnesota
$21.4K – – –
AIP
832
Ameritas Investment Partners
Nebraska
$21.4K +$21.4K +427 New
FCA
833
Fortis Capital Advisors
Kansas
$20K +$20K +400 New
OSAM
834
O'Shaughnessy Asset Management
Connecticut
$19.7K – – –
CAM
835
Costello Asset Management
Pennsylvania
$19.5K – – –
TCOV
836
Trust Company of Vermont
Vermont
$19.1K – – –
GJIA
837
Glass Jacobson Investment Advisors
Maryland
$19K +$19K +380 New
TWM
838
Tradition Wealth Management
Minnesota
$19K +$246 +5 +1%
AP
839
Arlington Partners
Alabama
$16.3K +$16.3K +325 New
JWA
840
JFS Wealth Advisors
Pennsylvania
$15.4K – – –
GWSA
841
Global Wealth Strategies & Associates
Colorado
$15.2K +$15.2K +304 New
MBFW
842
Morton Brown Family Wealth
Pennsylvania
$15K – – –
LWP
843
Laurel Wealth Planning
Minnesota
$13.9K – – –
BTI
844
Blue Trust Inc
Georgia
$13K -$18.9K -434 -59%
PK
845
Pflug Koory
Nebraska
$13K – – –
BLC
846
Brown, Lisle/Cummings
Rhode Island
$12.5K – – –
MS
847
Madden Securities
Texas
$12.5K +$12.5K +250 New
AF
848
Affiance Financial
Minnesota
$12K +$12K +240 New
TIM
849
Tortoise Investment Management
New York
$10.3K – – –
YDMI
850
Y.D. More Investments
Israel
$10K +$10K +200 New
32 33
34
35 36