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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.

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 %
WT
851
Washington Trust
Rhode Island
$24.8K – – –
TFGT
852
TS Financial Group (TSFG)
Illinois
$23K – – –
CBT
853
Central Bank & Trust
Kentucky
$22.9K -$6.19K -125 -21%
CT
854
Cambridge Trust
Massachusetts
$22.8K – – –
AWM
855
Abound Wealth Management
Tennessee
$21K +$19.5K +394 +1,313%
CAM
856
Costello Asset Management
Pennsylvania
$19.3K – – –
TWM
857
Tradition Wealth Management
Minnesota
$19K – – –
CG
858
Cutler Group
California
$19K +$19K +400 New
BTI
859
Blue Trust Inc
Georgia
$17K -$6.7K -132 -28%
WWP
860
WR Wealth Planners
Missouri
$16.8K – – –
JWA
861
JFS Wealth Advisors
Pennsylvania
$15.3K -$46.9K -946 -75%
RDIA
862
RE Dickinson Investment Advisors
Iowa
$15K +$15K +300 New
IPW
863
Impact Partnership Wealth
Georgia
$14.9K +$14.9K +300 New
YAL
864
Your Advocates Ltd
Texas
$14K +$14K +283 New
PPC
865
Park Place Capital
Alabama
$13.3K +$13.3K +268 New
PK
866
Pflug Koory
Nebraska
$12.7K – – –
BLC
867
Brown, Lisle/Cummings
Rhode Island
$12.4K – – –
SWA
868
Sutton Wealth Advisors
Florida
$9.91K – – –
HFM
869
Hartford Financial Management
Connecticut
$9.91K – – –
POIA
870
Pin Oak Investment Advisors
Texas
$9K – – –
DWA
871
Delos Wealth Advisors
Texas
$8.79K – – –
FPFS
872
First Personal Financial Services
North Carolina
$8.42K – – –
GI
873
Gradient Investments
Minnesota
$8.42K – – –
MA
874
Montag & Associates
Georgia
$7.94K – – –
CB
875
CNB Bank
Pennsylvania
$7.43K +$7.43K +150 New
33 34
35
36 37