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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
901
Canal Capital Management
Virginia
– -$377K -7,532 Closed
RF
902
Rollins Financial
Georgia
– -$321K -6,420 Closed
SFA
903
Source Financial Advisors
New York
– -$318K -6,366 Closed
KF
904
Krilogy Financial
Missouri
– -$296K -5,921 Closed
Empower Advisory Group
905
Empower Advisory Group
Colorado
– -$288K -5,718 Closed
ARC
906
Advisor Resource Council
Texas
– -$280K -5,556 Closed
Wolverine Trading
907
Wolverine Trading
Illinois
– -$254K -5,145 Closed
PWM
908
Prosperity Wealth Management
California
– -$245K -4,898 Closed
ACI
909
Alpha Cubed Investments
California
– -$234K -4,674 Closed
PWM
910
PRW Wealth Management
Massachusetts
– -$228K -4,471 Closed
SQA
911
Simon Quick Advisors
New Jersey
– -$207K -4,136 Closed
Neuberger Berman Group
912
Neuberger Berman Group
New York
– -$203K -4,054 Closed
GFWA
913
Grey Fox Wealth Advisors
Delaware
– -$197K -3,939 Closed
EI
914
Ellevest Inc
New York
– -$82.7K -1,655 Closed
KHC
915
Koesten Hirschmann & Crabtree
Kansas
– -$40K -800 Closed
RA
916
Rise Advisors
New York
– -$32K -639 Closed
SSC
917
Syverson Strege & Co
Iowa
– -$29.7K -594 Closed
RWM
918
Ruedi Wealth Management
Illinois
– -$29.5K -590 Closed
TWA
919
TCI Wealth Advisors
Arizona
– -$28.3K -567 Closed
SIS
920
Sound Income Strategies
Florida
– -$14.9K -298 Closed
YDMI
921
Y.D. More Investments
Israel
– -$10K -200 Closed
BA
922
Bristlecone Advisors
Washington
– -$8.45K -169 Closed
FA
923
Fortis Advisors
Pennsylvania
– -$7.05K -141 Closed
NC
924
NewSquare Capital
Pennsylvania
– -$6.05K -121 Closed
PFBT
925
Parkside Financial Bank & Trust
Missouri
– -$5.55K -111 Closed
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