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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 %
TFA
851
Transamerica Financial Advisors
Florida
$9K – – –
FPFS
852
First Personal Financial Services
North Carolina
$8.5K – – –
DWA
853
Delos Wealth Advisors
Texas
$8.45K – – –
MA
854
Montag & Associates
Georgia
$7.95K – – –
WWM
855
Wolff Wiese Magana
California
$7.05K – – –
BEI
856
Benjamin Edwards Inc
Missouri
$7K – – –
LOIP
857
Live Oak Investment Partners
Texas
$6.9K – – –
CB
858
CNB Bank
Pennsylvania
$6.2K – – –
DI
859
Disciplined Investments
Oklahoma
$5.4K +$50 +1 +0.9%
MTIC
860
Missouri Trust & Investment Company
Missouri
$5K – – –
IHWM
861
Iron Horse Wealth Management
Iowa
$4K +$4K +87 New
TC
862
Truvestments Capital
Florida
$3.25K – – –
MIM
863
Macroview Investment Management
Maryland
$3.1K – – –
TRCT
864
Tower Research Capital (TRC)
New York
$3K -$3.77M -65,381 -100%
DWP
865
Destiny Wealth Partners
Florida
$2.75K +$2.75K +55 New
Kayne Anderson Rudnick Investment Management
866
Kayne Anderson Rudnick Investment Management
California
$2.55K +$2.55K +51 New
NMG
867
New Millennium Group
Utah
$2.48K +$50 +1 +2%
RFA
868
Register Financial Advisors
Georgia
$2.05K +$2.05K +41 New
SCA
869
Stonebridge Capital Advisors
Minnesota
$1.91K – – –
FGAM
870
Financial Gravity Asset Management
Texas
$1.2K +$1.2K +50 New
PWS
871
Paragon Wealth Strategies
Florida
$326 +$47 +1 +17%
WIM
872
Westside Investment Management
California
$312 +$14 +289 +5%
BA
873
Bellwether Advisors
Nebraska
$200 +$200 +4 New
SWA
874
Sutton Wealth Advisors
Florida
$33 – – –
TA
875
Townsend & Associates
Colorado
– -$4.48M -90,875 Closed
33 34
35
36 37