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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
+$155M
2
Stifel Financial
Stifel Financial
Missouri
+$62.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
4
AWMS
Advocacy Wealth Management Services
Georgia
+$52.3M
5
LPL Financial
LPL Financial
California
+$41.8M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$1.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$83.8M
3
BlackRock
BlackRock
New York
-$75M
4
HI
Horizon Investments
North Carolina
-$56.4M
5
Ameriprise
Ameriprise
Minnesota
-$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
876
Calton & Associates
Florida
– -$505K -10,094 Closed
Qube Research & Technologies (QRT)
877
Qube Research & Technologies (QRT)
United Kingdom
– -$466K -9,320 Closed
WI
878
Wintrust Investments
Illinois
– -$402K -8,037 Closed
YIH
879
Y-Intercept (HK)
Hong Kong
– -$397K -7,939 Closed
SW
880
SteelPeak Wealth
California
– -$355K -7,105 Closed
Fisher Asset Management
881
Fisher Asset Management
Washington
– -$327K -6,547 Closed
BFWA
882
Benchmark Financial Wealth Advisors
Florida
– -$325K -6,494 Closed
AWA
883
Aaron Wealth Advisors
Illinois
– -$279K -5,581 Closed
FFG
884
Ford Financial Group
California
– -$279K -5,571 Closed
Betterment LLC
885
Betterment LLC
New York
– -$264K -5,277 Closed
AFA
886
Atlas Financial Advisors
California
– -$250K -5,003 Closed
CMI
887
Clare Market Investments
Texas
– -$248K -4,950 Closed
SLWA
888
San Luis Wealth Advisors
California
– -$244K -4,876 Closed
TW
889
Transform Wealth
Colorado
– -$244K -4,875 Closed
IA
890
IFG Advisors
Missouri
– -$234K -4,679 Closed
GCM
891
Gibraltar Capital Management
Oklahoma
– -$232K -4,634 Closed
BFS
892
Bradley Foster & Sargent
Connecticut
– -$207K -4,142 Closed
SCM
893
Stordahl Capital Management
Colorado
– -$200K -4,000 Closed
VCM
894
Vigilant Capital Management
Maine
– -$140K -2,800 Closed
FMII
895
Farmers & Merchants Investments Inc
Nebraska
– -$59.6K -1,191 Closed
UCB
896
United Community Bank
South Carolina
– -$53.4K -1,067 Closed
CAS
897
Coppell Advisory Solutions
Texas
– -$48K -960 Closed
CASC
898
Coppell Advisory Solutions Corp
Texas
– -$48K -960 Closed
LFA
899
LGT Financial Advisors
Texas
– -$38.8K -776 Closed
TWA
900
Tandem Wealth Advisors
Arizona
– -$36.8K -736 Closed
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