DGRO icon

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 %
BCMLT
826
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.75K -$13.6K -272 -58%
FPFS
827
First Personal Financial Services
North Carolina
$8.5K – – –
GI
828
Gradient Investments
Minnesota
$8.5K -$24.4K -488 -74%
DWA
829
Delos Wealth Advisors
Texas
$8.45K – – –
BA
830
Bristlecone Advisors
Washington
$8.45K +$8.45K +169 New
MA
831
Montag & Associates
Georgia
$7.95K – – –
TCOV
832
Trust Company of Vermont
Vermont
$7.85K -$11.2K -225 -59%
WWM
833
Wolff Wiese Magana
California
$7.05K – – –
FA
834
Fortis Advisors
Pennsylvania
$7.05K +$7.05K +141 New
NC
835
NewSquare Capital
Pennsylvania
$6.05K +$6.05K +121 New
VWM
836
Venturi Wealth Management
Texas
$5.59K +$5.59K +112 New
PFBT
837
Parkside Financial Bank & Trust
Missouri
$5.55K +$5.55K +111 New
DI
838
Disciplined Investments
Oklahoma
$5.44K +$50 +1 +0.9%
MTIC
839
Missouri Trust & Investment Company
Missouri
$5K – – –
CB
840
CNB Bank
Pennsylvania
$4.85K -$1.35K -27 -22%
IHWM
841
Iron Horse Wealth Management
Iowa
$4.35K – – –
CG
842
Cutler Group
California
$4K +$4K +100 New
TC
843
Truvestments Capital
Florida
$3.25K – – –
MIM
844
Macroview Investment Management
Maryland
$3.1K – – –
AW
845
Avion Wealth
Texas
$3K +$2.5K +65 +500%
SWG
846
Summit Wealth Group
Vermont
$3K +$3K +159,768 New
AIP
847
Ahrens Investment Partners
Louisiana
$3K +$3K +60 New
Kayne Anderson Rudnick Investment Management
848
Kayne Anderson Rudnick Investment Management
California
$2.55K – – –
NMG
849
New Millennium Group
Utah
$2.49K – – –
RFA
850
Register Financial Advisors
Georgia
$2.05K – – –
32 33
34
35 36