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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$512M
2
HI
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$344M
4
NA
NewEdge Advisors
Louisiana
$38M
5
Bank of America
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$770M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$10.2M +$1.38M +30,986 +16%
AFG
127
Allegheny Financial Group
Pennsylvania
$10M +$478K +10,748 +5%
CWM
128
Congress Wealth Management
Massachusetts
$9.73M +$5.04M +113,294 +107%
SFP
129
Shepherd Financial Partners
Massachusetts
$9.71M +$8.44M +189,814 +665%
MA
130
Mutual Advisors
Nebraska
$9.66M -$632K -14,218 -6%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$9.46M +$4.56M +102,608 +93%
PAS
132
Park Avenue Securities
New York
$9.44M +$168K +3,774 +2%
W
133
WealthOne
New York
$9.41M -$884K -19,878 -9%
CA
134
Crumly & Associates
Illinois
$9.26M -$145K -3,262 -2%
WP
135
WealthShield Partners
North Carolina
$9.11M +$896K +20,151 +11%
RWP
136
Ridgecrest Wealth Partners
California
$9.09M +$938K +21,098 +12%
9WM
137
9258 Wealth Management
Ohio
$9.08M -$1.85M -41,548 -17%
ADL
138
Asset Dedication LLC
California
$9.04M -$59.9K -1,347 -0.7%
ES
139
Eagle Strategies
New York
$9.03M +$590K +13,263 +7%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.96M +$7.01M +157,734 +361%
AA
141
Argent Advisors
Louisiana
$8.77M -$132K -2,971 -1%
WF
142
Wayfinding Financial
Washington
$8.71M -$392K -8,825 -4%
WWM
143
Western Wealth Management
Colorado
$8.67M -$90.3K -2,023 -1%
WFA
144
Wells Financial Advisors
Massachusetts
$8.67M +$83.8K +1,884 +1%
MWA
145
MFA Wealth Advisors
Pennsylvania
$8.64M +$61.9K +1,391 +0.7%
EL
146
EQ LLC
Washington
$8.6M +$6.42M +144,427 +295%
PCM
147
Perritt Capital Management
Illinois
$8.53M -$220K -4,938 -3%
BP
148
BBR Partners
New York
$8.25M – – –
CTA
149
Colonial Trust Advisors
South Carolina
$8.17M +$225K +5,057 +3%
YWS
150
Yarger Wealth Strategies
Ohio
$8.15M -$17.3K -389 -0.2%
4 5
6
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