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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
Morgan Stanley
New York
$923M
3
FCAS
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
LPL Financial
California
$416M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
Private Advisor Group
New Jersey
$87.6M
3
ACG
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
126
Wayfinding Financial
Washington
$10.6M +$10.6M +201,265 New
BP
127
BBR Partners
New York
$10.3M +$33.5K +603 +0.3%
WFA
128
Wells Financial Advisors
Massachusetts
$10.3M +$324K +5,838 +3%
WP
129
WealthShield Partners
North Carolina
$10.2M +$143K +2,569 +1%
MWA
130
MFA Wealth Advisors
Pennsylvania
$10.1M -$190K -3,419 -2%
LFS
131
Legacy Financial Strategies
Kansas
$10.1M -$23.3K -420 -0.2%
CAG
132
Csenge Advisory Group
Florida
$9.87M -$287K -5,661 -3%
FA
133
FC Advisory
Pennsylvania
$9.8M +$334K +6,007 +4%
ES
134
Eagle Strategies
New York
$9.6M +$9.6M +172,653 New
CTA
135
Colonial Trust Advisors
South Carolina
$9.59M -$311K -5,594 -3%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$9.49M +$1.6M +28,750 +20%
HWM
137
HB Wealth Management
Georgia
$9.47M +$9.47M +170,353 New
PAS
138
Park Avenue Securities
New York
$9.36M -$1.64M -29,545 -15%
PWA
139
Physician Wealth Advisors
Utah
$9.12M -$397K -7,123 -4%
WWA
140
WC Walker & Associates
California
$8.97M +$372K +6,726 +4%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$8.91M +$8.91M +160,183 New
ASN
142
Advisory Services Network
Georgia
$8.78M +$1.21M +21,695 +16%
CFA
143
Carroll Financial Associates
North Carolina
$8.74M +$502K +9,045 +6%
TCMP
144
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.58M +$2.64M +47,443 +44%
PFA
145
Professional Financial Advisors
Nebraska
$8.55M +$1.79M +32,271 +27%
CA
146
CoreCap Advisors
Michigan
$8.55M +$8.55M +153,748 New
MC
147
Matisse Capital
Oregon
$8.39M +$351K +6,307 +4%
EL
148
EQ LLC
Washington
$8.35M -$893K -16,063 -10%
AWM
149
Accel Wealth Management
Iowa
$8.34M +$2.14M +38,453 +34%
WWM
150
WJ Wealth Management
Arizona
$8.21M +$1.69M +30,355 +26%
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