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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
851
BerganKDV Wealth Management
Minnesota
$22K – – –
OSAM
852
O'Shaughnessy Asset Management
Connecticut
$20.3K – – –
CAM
853
Costello Asset Management
Pennsylvania
$20.1K – – –
TWM
854
Tradition Wealth Management
Minnesota
$20K +$102 +2 +0.5%
AP
855
Arlington Partners
Alabama
$19.1K +$2.32K +45 +14%
WWP
856
WR Wealth Planners
Missouri
$17.5K -$40.1K -779 -70%
PK
857
Pflug Koory
Nebraska
$13.2K – – –
BLC
858
Brown, Lisle/Cummings
Rhode Island
$12.9K – – –
FGAM
859
Financial Gravity Asset Management
Texas
$10.8K +$10.8K +52 New
TIM
860
Tortoise Investment Management
New York
$10.6K – – –
HFM
861
Hartford Financial Management
Connecticut
$10.3K -$107K -2,078 -91%
SWA
862
Sutton Wealth Advisors
Florida
$10.3K – – –
POIA
863
Pin Oak Investment Advisors
Texas
$9K -$2.66K -52 -23%
FPFS
864
First Personal Financial Services
North Carolina
$8.76K – – –
GI
865
Gradient Investments
Minnesota
$8.76K – – –
DWA
866
Delos Wealth Advisors
Texas
$8.71K – – –
MA
867
Montag & Associates
Georgia
$8.19K – – –
TCOV
868
Trust Company of Vermont
Vermont
$8.09K – – –
WWM
869
Wolff Wiese Magana
California
$7.27K – – –
CA
870
Centerpoint Advisors
Massachusetts
$6K -$13.2K -257 -69%
VWM
871
Venturi Wealth Management
Texas
$5.76K – – –
DI
872
Disciplined Investments
Oklahoma
$5.63K – – –
MTIC
873
Missouri Trust & Investment Company
Missouri
$5.15K – – –
IHWM
874
Iron Horse Wealth Management
Iowa
$4.48K – – –
TC
875
Truvestments Capital
Florida
$3.87K +$516 +10 +15%
33 34
35
36 37