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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$512M
2
HI
2
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$344M
4
NA
4
NewEdge Advisors
Louisiana
$38M
5
Bank of America
5
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$770M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
4
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
RCG
76
Rock Creek Group
District of Columbia
$19.7M 443,977 – –
RIG
77
RiverFront Investment Group
Virginia
$19.6M 401,821 -3,709 -0.9%
PA
78
Prism Advisors
California
$19.1M 429,349 +2,082 +0.5%
VDI
79
Vaughan David Investments
Illinois
$18.7M 421,421 +5,181 +1%
MWM
80
MBE Wealth Management
Wisconsin
$18.6M 417,283 +12,819 +3%
RWM
81
Rezny Wealth Management
Florida
$18.4M 413,135 +6,154 +2%
AWS
82
Atria Wealth Solutions
New York
$18.3M 412,584 -47,181 -10%
LNC
83
Lincoln National Corp
Pennsylvania
$17.8M 399,839 +11,540 +3%
CAL
84
Capital Analysts LLC
Pennsylvania
$17.7M 397,229 +7,680 +2%
TCWA
85
Ten Capital Wealth Advisors
Washington
$17.6M 394,968 +5,529 +1%
XF
86
XML Financial
Maryland
$17.3M 388,111 +12,808 +3%
SWP
87
Strategic Wealth Partners
Ohio
$17.1M 383,619 +40,722 +12%
FIA
88
Foundations Investment Advisors
Arizona
$16.9M 379,457 +25,899 +7%
LFS
89
Legacy Financial Strategies
Kansas
$16.8M 378,065 +189,981 +101%
SFWA
90
Summit Financial Wealth Advisors
Louisiana
$16.6M 346,321 -518,933 -60%
PWM
91
Provident Wealth Management
Tennessee
$16.5M 370,101 +64,008 +21%
FA
92
Fermata Advisors
California
$16.3M 366,821 +67,626 +23%
KPWS
93
Kestra Private Wealth Services
Texas
$15.6M 350,661 -14,438 -4%
SWP
94
Stratos Wealth Partners
Ohio
$15.5M 347,778 -5,141 -1%
RDFA
95
Ritter Daniher Financial Advisory
Ohio
$15.3M 344,998 +1,063 +0.3%
F
96
F3Logic
Minnesota
$15.3M 344,345 +198,370 +136%
KA
97
Kovack Advisors
Florida
$15.3M 344,384 -7,044 -2%
KAS
98
Kestra Advisory Services
Texas
$15.2M 341,979 +14,778 +5%
FTS
99
Fifth Third Securities
Ohio
$15.1M 338,985 -3,798 -1%
RA
100
Rodgers & Associates
Pennsylvania
$14.8M 332,990 -12,868 -4%
2 3
4
5 6