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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FTUS
976
Flow Traders U.S.
New York
– -$407K -8,217 Closed
MM
977
Meridian Management
Arkansas
– -$350K -7,062 Closed
GWP
978
Gateway Wealth Partners
Wisconsin
– -$348K -7,033 Closed
WP
979
Westmount Partners
California
– -$315K -6,366 Closed
ZIM
980
Zacks Investment Management
Illinois
– -$305K -6,161 Closed
SQA
981
Simon Quick Advisors
New Jersey
– -$293K -5,923 Closed
PI
982
PineBridge Investments
New York
– -$293K -5,912 Closed
SIA
983
Soltis Investment Advisors
Utah
– -$276K -5,580 Closed
AFA
984
Atlas Financial Advisors
California
– -$274K -5,527 Closed
FNBT
985
FineMark National Bank & Trust
Florida
– -$262K -5,284 Closed
USCWA
986
U.S. Capital Wealth Advisors
Texas
– -$261K -5,269 Closed
JSW
987
Journey Strategic Wealth
New Jersey
– -$245K -4,944 Closed
PCM
988
Pennsylvania Capital Management
Pennsylvania
– -$238K -4,798 Closed
RRA
989
Round Rock Advisors
Connecticut
– -$231K -4,664 Closed
FIA
990
FNY Investment Advisers
New York
– -$222K -4,500 Closed
SOS
991
Silver Oak Securities
Tennessee
– -$223K -4,498 Closed
PFP
992
Pinnacle Financial Partners
Tennessee
– -$216K -4,364 Closed
MCC
993
Money Concepts Capital
Florida
– -$212K -4,283 Closed
GF
994
Gries Financial
Ohio
– -$211K -4,251 Closed
PAWA
995
Palo Alto Wealth Advisors
California
– -$209K -4,180 Closed
HWP
996
Hibernia Wealth Partners
Louisiana
– -$158K -3,180 Closed
AWM
997
Atticus Wealth Management
Florida
– -$123K -2,481 Closed
CSPIA
998
Cary Street Partners Investment Advisory
Virginia
– -$113K -2,283 Closed
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$85.5K -1,726 Closed
Legacy Financial Group (Iowa)
1000
Legacy Financial Group (Iowa)
Iowa
– -$64.9K -1,310 Closed
37 38 39
40
41