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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
14.25%
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 %
SEEDPG
926
S.E.E.D. Planning Group
New York
– -$206K -4,000 Closed
AO
927
Advisor OS
Illinois
– -$206K -3,996 Closed
PI
928
PFG Investments
New York
– -$204K -3,965 Closed
CFP
929
Catalyst Financial Partners
Massachusetts
– -$204K -3,960 Closed
NFW
930
Noble Family Wealth
Florida
– -$142K -2,751 Closed
CWA
931
Clearview Wealth Advisors
Oregon
– -$103K -1,994 Closed
RI
932
Ridgewood Investments
New Jersey
– -$91.8K -1,782 Closed
HWA
933
Heritage Wealth Advisors
Virginia
– -$59.7K -1,158 Closed
SF
934
Safeguard Financial
Wisconsin
– -$54K -1,057 Closed
CFFP
935
Center for Financial Planning
Michigan
– -$51.5K -1,000 Closed
NRC
936
New Republic Capital
North Carolina
– -$47.7K -925 Closed
FA
937
Fiduciary Alliance
South Carolina
– -$34.9K -678 Closed
HS
938
Horan Securities
United States
– -$32.7K -635 Closed
OLVIG
939
Oliver Lagore Vanvalin Investment Group
Michigan
– -$29.3K -568 Closed
CFO
940
CVA Family Office
Colorado
– -$28.3K -550 Closed
EAM
941
Eukles Asset Management
Ohio
– -$26.9K -522 Closed
SIM
942
Studio Investment Management
Illinois
– -$26.8K -520 Closed
AP
943
Arlington Partners
Alabama
– -$19.1K -370 Closed
TIM
944
Tortoise Investment Management
New York
– -$10.6K -205 Closed
TCOV
945
Trust Company of Vermont
Vermont
– -$8.09K -157 Closed
CA
946
Centerpoint Advisors
Massachusetts
– -$6K -117 Closed
VWM
947
Venturi Wealth Management
Texas
– -$5.76K -112 Closed
DI
948
Disciplined Investments
Oklahoma
– -$5.63K -109 Closed
FGAM
949
Financial Gravity Asset Management
Texas
– -$10.8K -52 Closed
RFA
950
Register Financial Advisors
Georgia
– -$2.11K -41 Closed
35 36 37
38
39