DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
HI
5
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
926
Partnership Wealth Management
Maryland
$14.4K +$14.4K +264 New
PK
927
Pflug Koory
Nebraska
$13.8K – – –
WT
928
Washington Trust
Rhode Island
$13.5K -$13.5K -250 -50%
TFGT
929
TS Financial Group (TSFG)
Illinois
$13K -$11.9K -223 -48%
IWP
930
IAG Wealth Partners
Wisconsin
$12.7K +$12.7K +236 New
RCM
931
Richardson Capital Management
Wisconsin
$12.6K +$12.6K +234 New
HFM
932
Hartford Financial Management
Connecticut
$10.8K – – –
FPFS
933
First Personal Financial Services
North Carolina
$9.15K – – –
GI
934
Gradient Investments
Minnesota
$9.15K – – –
POIA
935
Pin Oak Investment Advisors
Texas
$9K – – –
CB
936
CNB Bank
Pennsylvania
$8.07K – – –
SNB
937
Security National Bank
Nebraska
$7.86K +$7.86K +146 New
FA
938
Financial Avengers
California
$5.92K – – –
DF
939
Dunhill Financial
United Kingdom
$5.36K +$5.36K +100 New
TRCT
940
Tower Research Capital (TRC)
New York
$4.74K -$1.05M -19,564 -100%
IHWM
941
Iron Horse Wealth Management
Iowa
$4.68K – – –
RIM
942
Rockbridge Investment Management
New York
$4.04K +$4.04K +75 New
B
943
Birchbrook
Maine
$3.5K +$3.5K +65 New
TC
944
Truvestments Capital
Florida
$3.5K -$538 -10 -13%
MA
945
Montag & Associates
Georgia
$3.28K -$5.28K -98 -62%
WTC
946
WhitTier Trust Company
Nevada
$2.96K – – –
KA
947
Kozak & Associates
Colorado
$2.89K +$2.89K +54 New
Kayne Anderson Rudnick Investment Management
948
Kayne Anderson Rudnick Investment Management
California
$2.74K – – –
NMG
949
New Millennium Group
Utah
$2.74K +$54 +1 +2%
SL
950
Salomon & Ludwin
Virginia
$2.48K – – –
36 37
38
39 40