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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$540M
2
RCG
2
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$151M
4
LFA
4
Legacy Financial Advisors
Kentucky
$12M
5
OCM
5
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
826
Plante Moran Financial Advisors
Michigan
$44.6K – – –
HCM
827
Hollencrest Capital Management
California
$41.2K +$206 +4 +0.5%
JFA
828
JNBA Financial Advisors
Minnesota
$39K -$1.03K -20 -3%
BCM
829
Bourgeon Capital Management
Connecticut
$38.1K – – –
TAM
830
Tucker Asset Management
Colorado
$37.5K – – –
HNB
831
Huntington National Bank
Ohio
$35.8K -$39.6K – –
FA
832
Fiduciary Alliance
South Carolina
$34.9K +$34.9K +678 New
WT
833
Whittier Trust
California
$33.2K +$155 +3 +0.5%
TRCT
834
Tower Research Capital (TRC)
New York
$33.1K +$33.1K +642 New
HS
835
Horan Securities
United States
$32.7K +$103 +2 +0.3%
PAIM
836
Punch & Associates Investment Management
Minnesota
$32.5K – – –
JWM
837
Janiczek Wealth Management
Colorado
$30.9K – – –
CBT
838
Central Bank & Trust
Kentucky
$30.2K +$30.2K +587 New
BEI
839
Benjamin Edwards Inc
Missouri
$30K +$18.1K +345 +151%
GJIA
840
Glass Jacobson Investment Advisors
Maryland
$29.3K +$29.3K +569 New
OLVIG
841
Oliver Lagore Vanvalin Investment Group
Michigan
$29.3K +$29.3K +568 New
CFO
842
CVA Family Office
Colorado
$28.3K – – –
EAM
843
Eukles Asset Management
Ohio
$26.9K +$26.9K +522 New
SIM
844
Studio Investment Management
Illinois
$26.8K -$49K -950 -65%
GWANC
845
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.9K – – –
WT
846
Washington Trust
Rhode Island
$25.8K – – –
AWM
847
Angeles Wealth Management
California
$25.8K – – –
TFGT
848
TS Financial Group (TSFG)
Illinois
$24K +$52 +1 +0.2%
CT
849
Cambridge Trust
Massachusetts
$23.8K – – –
BTI
850
Blue Trust Inc
Georgia
$23K +$8.32K +169 +57%
32 33
34
35 36