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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14.01%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$417M
4
SAF
4
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$540M
2
RCG
2
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$151M
4
LFA
4
Legacy Financial Advisors
Kentucky
$12M
5
OCM
5
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
76
Wolff Financial Management
Michigan
$22.8M +$1.92M +37,345 +9%
PWM
77
Pacific Wealth Management
California
$22.7M -$617K -11,982 -3%
FTS
78
Fifth Third Securities
Ohio
$22.6M -$1.13M -22,003 -5%
TCWA
79
Ten Capital Wealth Advisors
Washington
$22.4M -$39K -756 -0.2%
JWCA
80
J.W. Cole Advisors
Florida
$22M +$1.32M +25,561 +6%
LFS
81
Legacy Financial Strategies
Kansas
$21.8M +$1.19M +23,058 +6%
SWA
82
Stratos Wealth Advisors
Ohio
$21.8M +$616K +11,945 +3%
TWC
83
TD Waterhouse Canada
Ontario, Canada
$21.7M -$855K -14,536 -4%
XF
84
XML Financial
Maryland
$21.2M +$244K +4,740 +1%
PA
85
Prism Advisors
California
$20.8M +$451K +8,743 +2%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$20.3M +$2.2M +42,754 +12%
GFA
87
Gallagher Fiduciary Advisors
Illinois
$20.3M +$329K +6,375 +2%
MWM
88
MBE Wealth Management
Wisconsin
$20M +$172K +3,340 +0.9%
LNC
89
Lincoln National Corp
Pennsylvania
$19.8M +$505K +9,802 +3%
CAMV
90
Concord Asset Management (Virginia)
Virginia
$19.8M +$508K +9,853 +3%
SC
91
Savant Capital
Illinois
$19.6M -$838K -16,265 -4%
DI
92
DAGCO Inc
Ohio
$19M +$504K +9,775 +3%
RFC
93
Regions Financial Corp
Alabama
$18.9M +$103K +1,999 +0.5%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8M +$2.74M +53,228 +17%
CWA
95
Consilio Wealth Advisors
Washington
$18.6M -$6.21M -120,449 -25%
SM
96
Sweeney & Michel
California
$18.2M +$716K +13,657 +4%
AWS
97
Atria Wealth Solutions
New York
$17.5M -$2.66M -51,582 -13%
PWM
98
Provident Wealth Management
Tennessee
$17.4M -$536K -10,402 -3%
SWP
99
Stratos Wealth Partners
Ohio
$16.5M +$3.64M +70,653 +28%
KPWS
100
Kestra Private Wealth Services
Texas
$16.5M -$4.59M -89,059 -22%
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4
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