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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.

New
Increased
Maintained
Reduced
Closed
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 %
PAIM
876
Punch & Associates Investment Management
Minnesota
$7.37K -$23.8K -482 -76%
VF
877
VitalStone Financial
Texas
$7K -$39.1K -787 -85%
WWM
878
Wolff Wiese Magana
California
$6.98K – – –
FA
879
Financial Avengers
California
$5.45K +$5.45K +110 New
MTIC
880
Missouri Trust & Investment Company
Missouri
$4.95K – – –
IHWM
881
Iron Horse Wealth Management
Iowa
$4.31K – – –
TC
882
Truvestments Capital
Florida
$3.72K – – –
HI
883
Horizon Investments
North Carolina
$3.22K – – –
CIM
884
Contravisory Investment Management
Massachusetts
$3.02K +$3.02K +61 New
GA
885
GoalVest Advisory
New York
$2.82K +$2.82K +57 New
WTC
886
WhitTier Trust Company
Nevada
$2.72K +$2.72K +55 New
Kayne Anderson Rudnick Investment Management
887
Kayne Anderson Rudnick Investment Management
California
$2.53K – – –
NMG
888
New Millennium Group
Utah
$2.48K – – –
SL
889
Salomon & Ludwin
Virginia
$2.48K +$2.48K +50 New
SCA
890
Stonebridge Capital Advisors
Minnesota
$1.89K – – –
BCPWM
891
Bradley & Co Private Wealth Management
Florida
$991 – – –
NCM
892
Northwest Capital Management
Oregon
$878 – – –
VAG
893
VisionPoint Advisory Group
Texas
$495 +$495 +10 New
CPG
894
Cornerstone Planning Group
New Jersey
$149 -$43K -866 -100%
NWM
895
NEIRG Wealth Management
Massachusetts
– -$9.93M -192,727 Closed
Renaissance Technologies
896
Renaissance Technologies
New York
– -$3.63M -70,400 Closed
CIAS
897
CFS Investment Advisory Services
New Jersey
– -$2M -38,764 Closed
BFS
898
Bard Financial Services
Connecticut
– -$1.83M -35,500 Closed
SHFP
899
Second Half Financial Partners
Florida
– -$1.71M -33,167 Closed
Jane Street
900
Jane Street
New York
– -$1.65M -32,035 Closed
34 35
36
37 38