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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$671M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
3
Morgan Stanley
New York
$927M
4
LPL Financial
4
LPL Financial
California
$481M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$1.23B
2
AWA
2
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$381M
5
NFC
5
Northeast Financial Consultants
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRWM
901
ML&R Wealth Management
Texas
– -$207K -4,661 Closed
ZIM
902
Zacks Investment Management
Illinois
– -$205K -4,614 Closed
SIA
903
Soltis Investment Advisors
Utah
– -$201K -4,509 Closed
SOS
904
Silver Oak Securities
Tennessee
– -$223K -4,498 Closed
VWA
905
V Wealth Advisors
Kansas
– -$200K -4,483 Closed
SWM
906
Selective Wealth Management
Virginia
– -$170K -3,830 Closed
GWSG
907
GPS Wealth Strategies Group
Colorado
– -$139K -3,132 Closed
ZB
908
Zions Bancorporation
Utah
– -$75K -1,682 Closed
FWM
909
Focused Wealth Management
New York
– -$66K -1,482 Closed
AWM
910
Abound Wealth Management
Tennessee
– -$45.5K -1,024 Closed
CG
911
Cutler Group
California
– -$40K -900 Closed
ME
912
McIlrath & Eck
Washington
– -$36K -804 Closed
FWA
913
FSC Wealth Advisors
New York
– -$36K -800 Closed
BFPW
914
BOK Financial Private Wealth
Colorado
– -$14K -307 Closed
SIS
915
Sound Income Strategies
Florida
– -$11K -243 Closed
M1FG
916
Mach-1 Financial Group
Arkansas
– -$10K -231 Closed
AWMS
917
Advocacy Wealth Management Services
Georgia
– -$10K -221 Closed
APW
918
Axim Planning & Wealth
Ohio
– -$10K -221 Closed
PFM
919
Phillips Financial Management
Indiana
– -$8K -181 Closed
EW
920
Evoke Wealth
California
– -$6K -140 Closed
OPW
921
Oxler Private Wealth
New York
– -$12.2K -126 Closed
HI
922
Hudock Inc
Pennsylvania
– -$4K -93 Closed
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