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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14.01%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$417M
4
SAF
4
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$540M
2
RCG
2
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$151M
4
LFA
4
Legacy Financial Advisors
Kentucky
$12M
5
OCM
5
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
SOA Wealth Advisors
New York
$16.2M -$7.32M -142,079 -31%
VC
102
Vicus Capital
Pennsylvania
$16.2M +$2.58M +50,145 +19%
RA
103
Rodgers & Associates
Pennsylvania
$16.1M -$200K -3,875 -1%
RWG
104
Ratio Wealth Group
Colorado
$15.8M +$15.8M +306,914 New
AssetMark Inc
105
AssetMark Inc
California
$15.2M -$3.35M -65,054 -18%
AWAP
106
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$15.2M +$315K +6,119 +2%
TCMP
107
Thrive Capital Management (Pennsylvania)
Pennsylvania
$15.2M +$1.55M +30,120 +11%
CP
108
Capital Planning
Washington
$15M +$149K +2,887 +1%
EH
109
Equitable Holdings
New York
$14.8M -$294K -5,715 -2%
MFP
110
Meridian Financial Partners
Virginia
$14.5M -$772K -14,618 -5%
WP
111
WealthPLAN Partners
Nebraska
$14.4M -$3.23M -62,655 -18%
9WM
112
9258 Wealth Management
Ohio
$14.3M +$4.18M +81,181 +41%
TPCW
113
TD Private Client Wealth
New York
$14.2M +$1.53M +29,695 +12%
FA
114
Flagstar Advisors
New York
$14M -$258K -5,004 -2%
SDWIA
115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14M +$74.6K +1,447 +0.5%
MA
116
Mutual Advisors
Nebraska
$14M +$1.16M +22,431 +9%
Citigroup
117
Citigroup
New York
$13.9M -$95.6K -1,856 -0.7%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$13.8M -$27.8K -540 -0.2%
CAL
119
Capital Advisors Ltd
Ohio
$13.5M +$363K +7,040 +3%
CPSAC
120
Chas P. Smith & Associates (CPS)
Florida
$13.4M -$711K -13,806 -5%
KA
121
Kovack Advisors
Florida
$13M -$3.81M -73,947 -23%
BFA
122
Beaumont Financial Advisors
Massachusetts
$12.9M +$1.1M +21,260 +9%
Creative Planning
123
Creative Planning
Kansas
$12.6M +$66.4K +1,288 +0.5%
KAS
124
Kestra Advisory Services
Texas
$12.6M -$915K -17,756 -7%
HWM
125
HB Wealth Management
Georgia
$12.6M -$1.2M -23,339 -9%
3 4
5
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