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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
HI
5
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1M 447,795 +38,317 +9%
JWCA
77
J.W. Cole Advisors
Florida
$24.1M 447,428 -19,247 -4%
LNC
78
Lincoln National Corp
Pennsylvania
$23.8M 442,061 +34,896 +9%
OC
79
Oppenheimer & Co
New York
$23.6M 438,752 +286,061 +187%
SIAS
80
Summit Investment Advisory Services
Minnesota
$23.2M 430,207 -3,188 -0.7%
XF
81
XML Financial
Maryland
$22.9M 426,198 +14,458 +4%
AI
82
Atria Investments
North Carolina
$22.4M 417,016 +253,207 +155%
PA
83
Prism Advisors
California
$22.1M 409,974 +6,742 +2%
SWA
84
Stratos Wealth Advisors
Ohio
$22M 409,044 +1,048 +0.3%
AWM
85
Altus Wealth Management
Kentucky
$21.8M 405,662 +226,744 +127%
FTS
86
Fifth Third Securities
Ohio
$21.3M 396,240 -21,352 -5%
CAL
87
Capital Analysts LLC
Pennsylvania
$21.2M 393,401 -117,710 -23%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$20.5M 381,766 -10,606 -3%
SPC
89
Sigma Planning Corp
Michigan
$20.5M 380,609 -490,768 -56%
MOS
90
MGO One Seven
Ohio
$20.2M 375,344 +8,189 +2%
MWM
91
MBE Wealth Management
Wisconsin
$20M 372,410 -15,893 -4%
CIA
92
Compass Ion Advisors
Pennsylvania
$19.9M 369,271 -24,886 -6%
AWS
93
Atria Wealth Solutions
New York
$19.6M 363,463 +19,931 +6%
SC
94
Savant Capital
Illinois
$19.1M 355,602 -14,921 -4%
CWP
95
Concord Wealth Partners
Virginia
$18.6M 346,458 -122,692 -26%
PWM
96
Provident Wealth Management
Tennessee
$18.6M 345,077 +3,134 +0.9%
CWA
97
Consilio Wealth Advisors
Washington
$18.2M 337,935 -16,278 -5%
RFC
98
Regions Financial Corp
Alabama
$18.2M 337,324 +9,869 +3%
SWP
99
Stratos Wealth Partners
Ohio
$17.8M 330,967 -3,767 -1%
WP
100
WealthPLAN Partners
Nebraska
$17.4M 324,160 +6,579 +2%
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4
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