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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$864M
2
FBFS
2
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
5
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Market Value Shares Shares
Change 		Shares
Change %
VDI
76
Vaughan David Investments
Illinois
$19.8M 416,240 +11,553 +3%
CWA
77
Consilio Wealth Advisors
Washington
$19.6M 411,029 +20,024 +5%
CWA
78
Choice Wealth Advisors
Maine
$19.6M 411,029 +411,029 New
RWM
79
Rezny Wealth Management
Florida
$19.4M 406,981 +157,967 +63%
RIG
80
RiverFront Investment Group
Virginia
$19.3M 405,530 -4,406 -1%
MWM
81
MBE Wealth Management
Wisconsin
$19.3M 404,464 -10,729 -3%
AssetMark Inc
82
AssetMark Inc
California
$18.8M 394,985 -41,794 -10%
CAL
83
Capital Analysts LLC
Pennsylvania
$18.6M 389,549 +26,310 +7%
TCWA
84
Ten Capital Wealth Advisors
Washington
$18.6M 389,439 +25,224 +7%
LNC
85
Lincoln National Corp
Pennsylvania
$18.5M 388,299 -10,217 -3%
SWA
86
Stratos Wealth Advisors
Ohio
$18.2M 381,599 +59,541 +18%
XF
87
XML Financial
Maryland
$17.9M 375,303 +10,628 +3%
KPWS
88
Kestra Private Wealth Services
Texas
$17.4M 365,099 +97,473 +36%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$17.3M 362,893 +206,606 +132%
FIA
90
Foundations Investment Advisors
Arizona
$17M 353,558 +67,909 +24%
SWP
91
Stratos Wealth Partners
Ohio
$16.8M 352,919 +36,855 +12%
KA
92
Kovack Advisors
Florida
$16.7M 351,428 -62,004 -15%
RA
93
Rodgers & Associates
Pennsylvania
$16.5M 345,858 -8,850 -2%
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$16.4M 343,935 +6,677 +2%
SWP
95
Strategic Wealth Partners
Ohio
$16.3M 342,897 +51,080 +18%
FTS
96
Fifth Third Securities
Ohio
$16.3M 342,783 +342,783 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$16M 336,209 -24,181 -7%
KAS
98
Kestra Advisory Services
Texas
$15.6M 327,201 -1,058 -0.3%
PWM
99
Provident Wealth Management
Tennessee
$14.6M 306,093 +14,564 +5%
RFC
100
Regions Financial Corp
Alabama
$14.6M 305,992 +19,582 +7%
2 3
4
5 6