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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$671M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
3
Morgan Stanley
New York
$927M
4
LPL Financial
4
LPL Financial
California
$481M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$1.23B
2
AWA
2
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$381M
5
NFC
5
Northeast Financial Consultants
Connecticut
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
GBS
101
Gallagher Benefit Services
Illinois
$18.8M 375,087 +375,087 New
FA
102
Fermata Advisors
California
$18.5M 370,800 +3,979 +1%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18.4M 367,692 +37,545 +11%
LNC
104
Lincoln National Corp
Pennsylvania
$18.3M 365,476 -34,363 -9%
PWM
105
Provident Wealth Management
Tennessee
$17.7M 353,696 -16,405 -4%
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$17.7M 353,491 +7,170 +2%
KAS
107
Kestra Advisory Services
Texas
$17.2M 343,371 +1,392 +0.4%
JWCA
108
J.W. Cole Advisors
Florida
$17.2M 343,205 +74,154 +28%
WFM
109
Wolff Financial Management
Michigan
$17.1M 342,748 +201,710 +143%
DI
110
DAGCO Inc
Ohio
$17M 340,284 +27,365 +9%
MOS
111
MGO One Seven
Ohio
$16.9M 337,649 -114,626 -25%
SWP
112
Stratos Wealth Partners
Ohio
$16.7M 334,286 -13,492 -4%
HWM
113
HB Wealth Management
Georgia
$16.6M 332,041 +94,705 +40%
KA
114
Kovack Advisors
Florida
$16.5M 330,312 -14,072 -4%
CAMV
115
Concord Asset Management (Virginia)
Virginia
$16.4M 327,241 -137,992 -30%
Wealthfront Advisers
116
Wealthfront Advisers
California
$16.1M 321,831 +321,831 New
RA
117
Rodgers & Associates
Pennsylvania
$16M 319,570 -13,420 -4%
AssetMark Inc
118
AssetMark Inc
California
$15.6M 311,058 +9,814 +3%
EH
119
Equitable Holdings
New York
$15.3M 305,992 -4,435 -1%
RWG
120
Ratio Wealth Group
Colorado
$14.6M 292,834 +63,392 +28%
Citigroup
121
Citigroup
New York
$14.6M 292,110 +6,627 +2%
FA
122
Flagstar Advisors
New York
$14.5M 290,885 -5,253 -2%
AWAP
123
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$14.3M 286,507 +7,740 +3%
CP
124
Capital Planning
Washington
$14.3M 286,435 +3,260 +1%
KAM
125
Knightsbridge Asset Management
California
$14.1M 281,187 +11,692 +4%
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5
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