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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.

Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.08%
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 %
FBC
951
Fairfield, Bush & Co
Connecticut
$1.88K +$1.88K +35 New
AWA
952
Alaska Wealth Advisors
Alaska
$1.78K +$1.78K +33 New
FFA
953
Frazier Financial Advisors
Ohio
$1.48K +$1.48K +28 New
BCPWM
954
Bradley & Co Private Wealth Management
Florida
$1.08K – – –
C
955
Covestor
United Kingdom
$1K +$1K +13 New
NCM
956
Northwest Capital Management
Oregon
$968 – – –
DWM
957
Dogwood Wealth Management
Kansas
$807 +$807 +15 New
EC
958
EdgeRock Capital
Colorado
$715 +$715 +13 New
CPG
959
Cornerstone Planning Group
New Jersey
$161 – – –
MFT
960
Moisand Fitzgerald Tamayo
Florida
$108 +$108 +2 New
KAS
961
KPP Advisory Services
Kentucky
– -$11.1M -224,241 Closed
SFP
962
Sandbox Financial Partners
Maryland
– -$6.34M -128,055 Closed
SWMG
963
Sanchez Wealth Management Group
Florida
– -$5.37M -108,382 Closed
T
964
TCWP
Ohio
– -$2.54M -51,284 Closed
HH
965
Hilltop Holdings
Texas
– -$2.05M -41,303 Closed
DC
966
Diametric Capital
Massachusetts
– -$1.53M -30,843 Closed
EP
967
Eudaimonia Partners
Tennessee
– -$1.14M -23,033 Closed
DI
968
DAGCO Inc
Ohio
– -$3.2M -22,376 Closed
OCM
969
One Capital Management
California
– -$814K -16,441 Closed
WWA
970
WCG Wealth Advisors
Nevada
– -$756K -14,159 Closed
ET
971
Equitable Trust
Tennessee
– -$562K -11,350 Closed
FPAS
972
Focus Partners Advisor Solutions
Missouri
– -$503K -10,164 Closed
PCM
973
Prelude Capital Management
New York
– -$490K -9,901 Closed
TC
974
TAP Consulting
Missouri
– -$474K -9,560 Closed
Millennium Management
975
Millennium Management
New York
– -$412K -8,328 Closed
37 38
39
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