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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
HI
5
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
101
Capital Planning
Washington
$17.1M 318,306 +22,251 +8%
RWG
102
Ratio Wealth Group
Colorado
$17M 316,153 +2,418 +0.8%
9WM
103
9258 Wealth Management
Ohio
$16.8M 312,655 +16,010 +5%
EH
104
Equitable Holdings
New York
$16.8M 312,562 +21,339 +7%
AWAP
105
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$16.4M 304,679 +5,716 +2%
VC
106
Vicus Capital
Pennsylvania
$16.4M 304,095 -18,290 -6%
TWG
107
The Wealth Group
Minnesota
$16M 292,276 +292,276 New
TCMP
108
Thrive Capital Management (Pennsylvania)
Pennsylvania
$15.6M 290,623 -20,849 -7%
MFP
109
Meridian Financial Partners
Virginia
$15.5M 288,330 +3,443 +1%
KPWS
110
Kestra Private Wealth Services
Texas
$15.4M 287,009 -2,835 -1%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$15.2M 281,839 -69,371 -20%
SWA
112
SOA Wealth Advisors
New York
$15.1M 281,097 -11,673 -4%
SDWIA
113
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$15M 278,135 +2,368 +0.9%
AssetMark Inc
114
AssetMark Inc
California
$14.9M 277,658 -15,237 -5%
MA
115
Mutual Advisors
Nebraska
$14.9M 276,503 -20,436 -7%
GFA
116
Gallagher Fiduciary Advisors
Illinois
$14.8M 275,893 -119,088 -30%
PWM
117
Pacific Wealth Management
California
$14.5M 268,696 -180,280 -40%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$14.4M 267,169 -2,113 -0.8%
AFG
119
Allegheny Financial Group
Pennsylvania
$14.2M 264,174 +12,120 +5%
CAMV
120
Concord Asset Management (Virginia)
Virginia
$14.1M 261,863 -89,328 -25%
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$14M 260,890 -3,830 -1%
DAS
122
Dynamic Advisor Solutions
Arizona
$14M 261,103 +45,756 +21%
CAL
123
Capital Advisors Ltd
Ohio
$14M 259,975 -9,857 -4%
CL
124
Choreo LLC
Illinois
$13.8M 257,258 +17,616 +7%
HWM
125
HB Wealth Management
Georgia
$13.4M 248,999 +8,476 +4%
3 4
5
6 7