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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 %
SCA
851
Stonebridge Capital Advisors
Minnesota
$1.9K – – –
SHIM
852
Stone House Investment Management
Pennsylvania
$300 +$300 +6 New
NSLI
853
Nan Shan Life Insurance
Taiwan
– -$35.4M -707,932 Closed
RWM
854
Rezny Wealth Management
Florida
– -$20.5M -410,654 Closed
PI
855
PFS Investments
Georgia
– -$12.2M -243,119 Closed
TWA
856
Tillar-Wenstrup Advisors
Ohio
– -$11.5M -229,858 Closed
RCYC
857
Richard C. Young & Co
Rhode Island
– -$10.7M -213,440 Closed
WF
858
Wayfinding Financial
Washington
– -$10.6M -201,265 Closed
MWA
859
MFA Wealth Advisors
Pennsylvania
– -$9.47M -189,438 Closed
JWM
860
Jackson Wealth Management
Florida
– -$6.24M -124,855 Closed
PCIA
861
Prime Capital Investment Advisors
Kansas
– -$5.34M -106,860 Closed
NAM
862
Nissay Asset Management
Japan
– -$4.9M -97,977 Closed
RPSA
863
Richard P. Slaughter Associates
Texas
– -$4.75M -95,044 Closed
MYIA
864
Mount Yale Investment Advisors
Colorado
– -$3.86M -77,195 Closed
LGWM
865
Litman Gregory Wealth Management
California
– -$3.51M -70,198 Closed
CGFA
866
Colton Groome Financial Advisors
North Carolina
– -$3.25M -65,044 Closed
FFS
867
Founders Financial Securities
Maryland
– -$3.23M -64,666 Closed
RPGK
868
Retirement Planning Group (Kansas)
Kansas
– -$2.26M -45,219 Closed
SG
869
StoneX Group
New York
– -$2.11M -42,146 Closed
OPS
870
Orion Portfolio Solutions
Nebraska
– -$1.95M -38,946 Closed
BCI
871
Brinker Capital Investments
Pennsylvania
– -$1.8M -35,955 Closed
HHRDM
872
H&H Retirement Design & Management
Nevada
– -$1.06M -20,626 Closed
LMKC
873
L.M. Kohn & Company
Ohio
– -$756K -15,119 Closed
TFA
874
Tranquilli Financial Advisor
New Jersey
– -$641K -12,822 Closed
EFH
875
Eaton Financial Holdings
Florida
– -$611K -12,217 Closed
33 34
35
36 37