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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$864M
2
FBFS
2
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
5
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
2
AE Wealth Management
Kansas
$38M
3
TWC
3
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
4
Kelly Financial Services
Massachusetts
$520K
5
IA
5
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$14.5M -$796K -16,704 -5%
EH
102
Equitable Holdings
New York
$14.5M -$2.05M -43,108 -12%
MPW
103
Monterey Private Wealth
California
$14.3M +$4.96M +104,129 +53%
FA
104
Fermata Advisors
California
$14.3M +$10.7M +224,974 +303%
PP
105
PFS Partners
New Jersey
$14.2M +$357K +7,486 +3%
BFA
106
Beaumont Financial Advisors
Massachusetts
$14.1M +$248K +5,204 +2%
LB
107
Leo Brokerage
Texas
$14M -$8.5M -178,517 -38%
NA
108
NewEdge Advisors
Louisiana
$14M -$286K -6,006 -2%
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$13.9M -$331K -6,950 -2%
DI
110
DAGCO Inc
Ohio
$13.9M +$753K +15,805 +6%
FA
111
Flagstar Advisors
New York
$13.7M +$662K +13,894 +5%
CPSAC
112
Chas P. Smith & Associates (CPS)
Florida
$13.5M +$897K +18,833 +7%
CP
113
Capital Planning
Washington
$13.4M +$894K +18,773 +7%
AWAP
114
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$13M +$317K +6,645 +2%
AWE
115
Avidian Wealth Enterprises
Texas
$12.3M +$1.72M +36,029 +16%
KAM
116
Knightsbridge Asset Management
California
$12.2M +$7.12M +149,363 +139%
SDWIA
117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$12.2M +$411K +8,625 +3%
9WM
118
9258 Wealth Management
Ohio
$11.7M -$2.46M -51,688 -17%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.4M -$727K -15,252 -6%
WDL
120
Well Done LLC
Michigan
$11.4M -$208K -4,357 -2%
JWCA
121
J.W. Cole Advisors
Florida
$11.3M -$979K -20,543 -8%
MA
122
Mutual Advisors
Nebraska
$11M +$3.09M +64,829 +39%
W
123
WealthOne
New York
$11M +$49.6K +1,042 +0.5%
TCMP
124
Thrive Capital Management (Pennsylvania)
Pennsylvania
$11M +$972K +20,407 +10%
CAL
125
Capital Advisors Ltd
Ohio
$11M +$525K +11,026 +5%
3 4
5
6 7