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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
14.26%
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 %
CFS
826
CGC Financial Services
Oregon
$61.1K – – –
CP
827
Castleview Partners
Texas
$54K +$99 +2 +0.2%
BAM
828
Bellevue Asset Management
Washington
$52K – – –
MHR
829
Matthew Hamilton Rosenberg
$51.7K – – –
BCMLT
830
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K – – –
CAS
831
Coppell Advisory Solutions
Texas
$48K -$51K -1,019 -51%
CCA
832
Column Capital Advisors
Indiana
$46.4K – – –
PP
833
PrairieView Partners
Minnesota
$46K – – –
MBFW
834
Morton Brown Family Wealth
Pennsylvania
$44.5K – – –
BCM
835
BluePath Capital Management
Georgia
$44.2K +$44.2K +893 New
PMFA
836
Plante Moran Financial Advisors
Michigan
$42.8K – – –
HCM
837
Hollencrest Capital Management
California
$39.6K – – –
JFA
838
JNBA Financial Advisors
Minnesota
$37.4K – – –
PFM
839
Phillips Financial Management
Indiana
$37.2K +$37.2K +751 New
BCM
840
Bourgeon Capital Management
Connecticut
$36.7K – – –
LF
841
Lee Financial
Texas
$35.9K -$22.1K -447 -38%
GJIA
842
Glass Jacobson Investment Advisors
Maryland
$34.9K +$6.74K +136 +24%
WT
843
Whittier Trust
California
$31.9K – – –
JWM
844
Janiczek Wealth Management
Colorado
$29.9K – – –
BEI
845
Benjamin Edwards Inc
Missouri
$28K -$548 -11 -2%
AGWCA
846
Annis Gardner Whiting Capital Advisors
Florida
$26.5K +$26.5K +531 New
RCM
847
Raleigh Capital Management
North Carolina
$25.6K +$25.6K +516 New
GWANC
848
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.1K – – –
IBOK
849
Independence Bank of Kentucky
Kentucky
$25K -$158K -3,180 -86%
AWM
850
Angeles Wealth Management
California
$24.8K – – –
32 33
34
35 36