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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 %
ZIMP
901
Zimmermann Investment Management & Planning
Pennsylvania
– -$646K -12,542 Closed
PWM
902
Perigon Wealth Management
California
– -$601K -11,657 Closed
AWM
903
Axxcess Wealth Management
California
– -$553K -10,736 Closed
AWM
904
Accurate Wealth Management
Florida
– -$545K -10,525 Closed
TI
905
Trexquant Investment
Connecticut
– -$541K -10,508 Closed
PFA
906
Pettinga Financial Advisors
Indiana
– -$315K -6,115 Closed
SCA
907
STALEY CAPITAL ADVISERS
Pennsylvania
– -$289K -5,605 Closed
VIA
908
Vident Investment Advisory
Georgia
– -$278K -5,400 Closed
SWM
909
Silverlake Wealth Management
Vermont
– -$274K -5,322 Closed
TFCP
910
Twin Focus Capital Partners
Massachusetts
– -$273K -5,302 Closed
ZF
911
Zhang Financial
Michigan
– -$263K -5,103 Closed
V
912
Veritable
Delaware
– -$258K -5,000 Closed
RIL
913
Rothschild Investment LLC
Illinois
– -$250K -4,849 Closed
SM
914
Sensible Money
Arizona
– -$230K -4,471 Closed
HFS
915
Heritage Financial Services
Massachusetts
– -$223K -4,331 Closed
GKWIM
916
Gerber Kawasaki Wealth & Investment Management
California
– -$218K -4,239 Closed
NAM
917
NorthCrest Asset Manangement
Minnesota
– -$217K -4,207 Closed
GWM
918
GDS Wealth Management
Texas
– -$215K -4,173 Closed
YIH
919
Y-Intercept (HK)
Hong Kong
– -$214K -4,161 Closed
WA
920
Wealth Architects
California
– -$211K -4,085 Closed
PCS
921
Personal CFO Solutions
New Jersey
– -$208K -4,039 Closed
CFA
922
Camarda Financial Advisors
Florida
– -$207K -4,025 Closed
NWMG
923
National Wealth Management Group
Ohio
– -$210K -4,011 Closed
GCA
924
Guardian Capital Advisors
Ontario, Canada
– -$207K -4,000 Closed
SEEDPG
925
S.E.E.D. Planning Group
New York
– -$206K -4,000 Closed
35 36
37
38 39