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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$864M
2
FBFS
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
AE Wealth Management
Kansas
$38M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
Kelly Financial Services
Massachusetts
$520K
5
IA
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$10.6M +$3.75M +78,703 +55%
MFP
127
Meridian Financial Partners
Virginia
$10.5M +$5.94M +119,187 +131%
DC
128
Davenport & Co
Virginia
$10.5M +$137K +2,870 +1%
AFG
129
Allegheny Financial Group
Pennsylvania
$10.2M +$421K +8,843 +4%
CA
130
Crumly & Associates
Illinois
$10.1M +$383K +8,037 +4%
PAS
131
Park Avenue Securities
New York
$9.93M +$1.49M +31,350 +18%
WF
132
Wayfinding Financial
Washington
$9.75M +$81.2K +1,705 +0.8%
ADL
133
Asset Dedication LLC
California
$9.75M -$656K -13,772 -6%
AA
134
Argent Advisors
Louisiana
$9.53M +$86K +1,806 +0.9%
Creative Planning
135
Creative Planning
Kansas
$9.45M +$4.36M +91,561 +86%
PCM
136
Perritt Capital Management
Illinois
$9.38M -$19.6K -411 -0.2%
WWM
137
Western Wealth Management
Colorado
$9.36M -$487K -10,204 -5%
MWA
138
MFA Wealth Advisors
Pennsylvania
$9.2M +$527K +11,048 +6%
WFA
139
Wells Financial Advisors
Massachusetts
$9.2M +$151K +3,160 +2%
ES
140
Eagle Strategies
New York
$9.04M +$1.99M +41,810 +28%
LFS
141
Legacy Financial Strategies
Kansas
$8.96M +$14.9K +312 +0.2%
YWS
142
Yarger Wealth Strategies
Ohio
$8.89M -$19.6K -405 -0.2%
BP
143
BBR Partners
New York
$8.83M +$14.1K +295 +0.2%
WP
144
WealthShield Partners
North Carolina
$8.8M -$788K -16,533 -8%
ASN
145
Advisory Services Network
Georgia
$8.74M -$703K -14,758 -7%
RWP
146
Ridgecrest Wealth Partners
California
$8.73M +$3.35M +70,349 +62%
DFG
147
Demars Financial Group
Washington
$8.71M -$2.41M -50,501 -22%
CTA
148
Colonial Trust Advisors
South Carolina
$8.51M -$232K -4,875 -3%
FAM
149
Forte Asset Management
New York
$8.48M +$8.48M +178,027 New
OIA
150
OneDigital Investment Advisors
Kansas
$8.48M -$111K -2,335 -1%
4 5
6
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