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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
2
Morgan Stanley
New York
$923M
3
FCAS
3
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
5
LPL Financial
California
$416M

Top Sellers

1
CPIA
1
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
2
Private Advisor Group
New Jersey
$87.6M
3
ACG
3
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
5
PFG Private Wealth Management
Florida
$404K
Name Market Value Shares Shares
Change 		Shares
Change %
VDI
76
Vaughan David Investments
Illinois
$21.2M 382,074 +20,765 +6%
LNC
77
Lincoln National Corp
Pennsylvania
$21.2M 381,849 +11,459 +3%
RA
78
Rodgers & Associates
Pennsylvania
$20.5M 368,840 -11,640 -3%
CAL
79
Capital Analysts LLC
Pennsylvania
$20.2M 362,704 +11,695 +3%
AssetMark Inc
80
AssetMark Inc
California
$19.6M 352,009 +3,187 +0.9%
XF
81
XML Financial
Maryland
$19.6M 351,798 +5,755 +2%
SWA
82
Stratos Wealth Advisors
Ohio
$19.3M 346,385 +7,533 +2%
RDFA
83
Ritter Daniher Financial Advisory
Ohio
$18.6M 335,124 -518 -0.2%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$18.4M 331,654 +15,195 +5%
NA
85
NewEdge Advisors
Louisiana
$17.6M 317,170 +48,048 +18%
FTS
86
Fifth Third Securities
Ohio
$17.6M 316,285 +316,285 New
9WM
87
9258 Wealth Management
Ohio
$17.3M 311,705 +2,094 +0.7%
EH
88
Equitable Holdings
New York
$17M 305,305 +14,686 +5%
AIP
89
Almanack Investment Partners
Pennsylvania
$16.5M 296,696 +261,931 +753%
SWP
90
Strategic Wealth Partners
Ohio
$16.1M 289,824 +9,843 +4%
BFA
91
Beaumont Financial Advisors
Massachusetts
$15.6M 281,002 +18,509 +7%
PP
92
PFS Partners
New Jersey
$15.5M 279,383 +279,383 New
KPWS
93
Kestra Private Wealth Services
Texas
$15.5M 279,299 +282 +0.1%
RFC
94
Regions Financial Corp
Alabama
$15.1M 272,336 +36,253 +15%
CWA
95
Consilio Wealth Advisors
Washington
$15.1M 272,329 +272,329 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$14.9M 268,209 +268,209 New
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.8M 266,009 +13,245 +5%
CP
98
Capital Planning
Washington
$14.8M 265,815 +3,903 +1%
PWM
99
Provident Wealth Management
Tennessee
$14.7M 264,507 +23,194 +10%
FIA
100
Foundations Investment Advisors
Arizona
$14.6M 260,538 -1,496 -0.6%
2 3
4
5 6