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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$171M
2
Stifel Financial
2
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$468M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
5
LPL Financial
California
$522M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
3
BlackRock
New York
$140M
4
HI
4
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
5
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Provident Wealth Management
Tennessee
$17.4M -$300K -6,010 -2%
WP
102
WealthPLAN Partners
Nebraska
$17.1M -$7.26M -145,158 -30%
SM
103
Sweeney & Michel
California
$16.7M +$16.7M +333,100 New
PMG
104
ProVise Management Group
Florida
$16.7M +$10.3M +206,811 +163%
KA
105
Kovack Advisors
Florida
$16.3M -$252K -5,044 -2%
RA
106
Rodgers & Associates
Pennsylvania
$15.8M -$192K -3,839 -1%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M +$3.04M +60,764 +24%
MFP
108
Meridian Financial Partners
Virginia
$14.8M +$995K +19,538 +7%
EH
109
Equitable Holdings
New York
$14.6M -$661K -13,217 -4%
CP
110
Capital Planning
Washington
$14.4M +$114K +2,286 +0.8%
AWAP
111
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$14.4M +$84.1K +1,682 +0.6%
KAM
112
Knightsbridge Asset Management
California
$14.3M +$227K +4,539 +2%
FA
113
Flagstar Advisors
New York
$13.9M -$680K -13,609 -5%
CPSAC
114
Chas P. Smith & Associates (CPS)
Florida
$13.7M +$174K +3,482 +1%
Citigroup
115
Citigroup
New York
$13.6M -$1.01M -20,288 -7%
PP
116
PFS Partners
New Jersey
$13.5M +$184K +3,672 +1%
SDWIA
117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.5M +$215K +4,293 +2%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$13.4M -$123K -2,470 -0.9%
HWM
119
HB Wealth Management
Georgia
$13.4M -$3.24M -64,767 -20%
AGA
120
Arkos Global Advisors
Texas
$13.3M +$6.93M +138,689 +109%
VC
121
Vicus Capital
Pennsylvania
$13.2M +$3.78M +75,649 +40%
KAS
122
Kestra Advisory Services
Texas
$13.1M -$4.02M -80,487 -23%
TCMP
123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.1M +$153K +3,106 +1%
CAL
124
Capital Advisors Ltd
Ohio
$12.7M +$233K +4,655 +2%
SWP
125
Stratos Wealth Partners
Ohio
$12.4M -$4.27M -85,394 -26%
3 4
5
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