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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
101
Vicus Capital
Pennsylvania
$16M +$373K +7,536 +2%
WP
102
WealthPLAN Partners
Nebraska
$15.7M +$1.84M +37,213 +13%
RWG
103
Ratio Wealth Group
Colorado
$15.5M +$338K +6,821 +2%
TCMP
104
Thrive Capital Management (Pennsylvania)
Pennsylvania
$15.4M +$851K +17,182 +6%
AWAP
105
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$14.8M +$231K +4,655 +2%
PPW
106
Parcion Private Wealth
Washington
$14.8M +$14.8M +298,723 New
CP
107
Capital Planning
Washington
$14.8M +$222K +4,447 +2%
MA
108
Mutual Advisors
Nebraska
$14.7M +$1.27M +25,635 +9%
9WM
109
9258 Wealth Management
Ohio
$14.7M +$950K +19,173 +7%
AssetMark Inc
110
AssetMark Inc
California
$14.5M -$121K -2,440 -0.8%
SWA
111
SOA Wealth Advisors
New York
$14.5M -$1.09M -22,092 -7%
EH
112
Equitable Holdings
New York
$14.4M +$206K +4,163 +1%
KPWS
113
Kestra Private Wealth Services
Texas
$14.4M -$1.47M -29,645 -9%
MFP
114
Meridian Financial Partners
Virginia
$14M +$477K +9,718 +4%
SDWIA
115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.7M +$217K +4,391 +2%
CAL
116
Capital Advisors Ltd
Ohio
$13.4M +$431K +8,697 +3%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$13.3M +$13.3M +269,282 New
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$13.1M -$167K -3,380 -1%
KAS
119
Kestra Advisory Services
Texas
$13M +$824K +16,636 +7%
CWS
120
Confluence Wealth Services
Pennsylvania
$12.9M +$1.49M +30,077 +13%
FA
121
Flagstar Advisors
New York
$12.6M -$942K -18,872 -7%
AFG
122
Allegheny Financial Group
Pennsylvania
$12.5M +$4.27M +86,229 +52%
BFA
123
Beaumont Financial Advisors
Massachusetts
$12.5M +$48.8K +986 +0.4%
CPSAC
124
Chas P. Smith & Associates (CPS)
Florida
$12.4M -$495K -9,986 -4%
CL
125
Choreo LLC
Illinois
$12M -$113K -2,268 -0.9%
3 4
5
6 7