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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
76
Wolff Financial Management
Michigan
$22.7M +$737K +14,884 +3%
PWM
77
Pacific Wealth Management
California
$22.2M +$418K +8,445 +2%
SIAS
78
Summit Investment Advisory Services
Minnesota
$21.5M -$7.67M -154,812 -26%
TPCW
79
TD Private Client Wealth
New York
$21.4M +$7.79M +157,376 +57%
FTS
80
Fifth Third Securities
Ohio
$20.8M -$1.08M -21,560 -5%
XF
81
XML Financial
Maryland
$20.4M -$37.7K -761 -0.2%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3M +$2.25M +45,484 +12%
SWA
83
Stratos Wealth Advisors
Ohio
$20.2M -$764K -15,433 -4%
LNC
84
Lincoln National Corp
Pennsylvania
$20.2M +$1.14M +22,918 +6%
PA
85
Prism Advisors
California
$20M -$62.8K -1,267 -0.3%
GFA
86
Gallagher Fiduciary Advisors
Illinois
$19.6M +$97.3K +1,965 +0.5%
CIA
87
Compass Ion Advisors
Pennsylvania
$19.5M -$23.2M -468,798 -54%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$19.5M -$21.2M -425,683 -52%
MWM
89
MBE Wealth Management
Wisconsin
$19.2M -$2.38K -48 -0%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$19.2M -$328K -6,615 -2%
SC
91
Savant Capital
Illinois
$18.4M -$496K -10,010 -3%
MOS
92
MGO One Seven
Ohio
$18.2M +$7.45M +150,379 +69%
SM
93
Sweeney & Michel
California
$17.4M +$234K +4,708 +1%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$17.4M -$8.6M -173,718 -33%
CAMV
95
Concord Asset Management (Virginia)
Virginia
$17.4M -$1.63M -32,815 -9%
CWA
96
Consilio Wealth Advisors
Washington
$17.3M -$287K -5,886 -2%
AWS
97
Atria Wealth Solutions
New York
$17.1M +$204K +4,106 +1%
PWM
98
Provident Wealth Management
Tennessee
$16.9M +$231K +4,659 +1%
SWP
99
Stratos Wealth Partners
Ohio
$16.6M +$752K +15,189 +5%
RFC
100
Regions Financial Corp
Alabama
$16.2M -$1.98M -40,066 -11%
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4
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