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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
$171M
2
Stifel Financial
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$468M
4
AWMS
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
LPL Financial
California
$522M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
BlackRock
New York
$140M
4
HI
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
901
Fiduciary Alliance
South Carolina
– -$34.2K -683 Closed
MPCL
902
My Personal CFO LLC
Washington
– -$29.7K -593 Closed
AC
903
Asio Capital
Kentucky
– -$25K -500 Closed
ZIG
904
Zullo Investment Group
Pennsylvania
– -$25K -500 Closed
TCM
905
Tradewinds Capital Management
Washington
– -$24K -480 Closed
CJL
906
Cyrus J. Lawrence
New York
– -$24K -480 Closed
CIM
907
Contravisory Investment Management
Massachusetts
– -$23.2K -464 Closed
AIP
908
Ameritas Investment Partners
Nebraska
– -$21.4K -427 Closed
FCA
909
Fortis Capital Advisors
Kansas
– -$20K -400 Closed
GWSA
910
Global Wealth Strategies & Associates
Colorado
– -$15.2K -304 Closed
LWP
911
Laurel Wealth Planning
Minnesota
– -$13.9K -278 Closed
MS
912
Madden Securities
Texas
– -$12.5K -250 Closed
AF
913
Affiance Financial
Minnesota
– -$12K -240 Closed
TFA
914
Transamerica Financial Advisors
Florida
– -$9K -168 Closed
DWP
915
Destiny Wealth Partners
Florida
– -$2.75K -55 Closed
TRCT
916
Tower Research Capital (TRC)
New York
– -$3K -52 Closed
FGAM
917
Financial Gravity Asset Management
Texas
– -$1.2K -50 Closed
PWS
918
Paragon Wealth Strategies
Florida
– -$326 -7 Closed
BA
919
Bellwether Advisors
Nebraska
– -$200 -4 Closed
LOIP
920
Live Oak Investment Partners
Texas
– -$6.9K – –
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