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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$171M
2
Stifel Financial
2
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$468M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
5
LPL Financial
California
$522M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
3
BlackRock
New York
$140M
4
HI
4
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
5
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
76
Vaughan David Investments
Illinois
$22.5M +$751K +15,021 +3%
TWC
77
TD Waterhouse Canada
Ontario, Canada
$22.4M -$2.99M -51,161 -12%
TCWA
78
Ten Capital Wealth Advisors
Washington
$21.8M +$867K +17,343 +4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$21.8M +$2.98M +59,704 +16%
AWE
80
Avidian Wealth Enterprises
Texas
$21.1M +$2.05M +40,910 +11%
OCM
81
One Capital Management
California
$20.9M -$5.59M -111,914 -21%
SWA
82
Stratos Wealth Advisors
Ohio
$20.6M -$2.55M -51,009 -11%
XF
83
XML Financial
Maryland
$20.4M +$371K +7,405 +2%
KPWS
84
Kestra Private Wealth Services
Texas
$20.4M +$1.66M +33,293 +9%
WFM
85
Wolff Financial Management
Michigan
$20.3M +$3.16M +63,178 +18%
MOS
86
MGO One Seven
Ohio
$20.2M +$3.29M +65,780 +19%
JWCA
87
J.W. Cole Advisors
Florida
$20.1M +$2.92M +58,466 +17%
LFS
88
Legacy Financial Strategies
Kansas
$20M +$509K +10,175 +3%
SC
89
Savant Capital
Illinois
$19.8M -$1.29M -25,781 -6%
PA
90
Prism Advisors
California
$19.8M -$43.6K -872 -0.2%
RIG
91
RiverFront Investment Group
Virginia
$19.8M -$102K -2,033 -0.5%
AWS
92
Atria Wealth Solutions
New York
$19.5M -$2.28M -45,656 -10%
GFA
93
Gallagher Fiduciary Advisors
Illinois
$19.3M +$19.3M +386,641 New
MWM
94
MBE Wealth Management
Wisconsin
$19.2M -$803K -16,061 -4%
LNC
95
Lincoln National Corp
Pennsylvania
$18.7M +$448K +8,969 +2%
CAMV
96
Concord Asset Management (Virginia)
Virginia
$18.7M +$2.35M +46,912 +14%
RFC
97
Regions Financial Corp
Alabama
$18.3M -$6.74M -134,865 -27%
AssetMark Inc
98
AssetMark Inc
California
$18M +$2.47M +49,331 +16%
DI
99
DAGCO Inc
Ohio
$18M +$950K +19,008 +6%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$17.6M -$793K -15,863 -4%
2 3
4
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