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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$671M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
Morgan Stanley
New York
$927M
4
LPL Financial
LPL Financial
California
$481M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$1.23B
2
AWA
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$381M
5
NFC
Northeast Financial Consultants
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$13.6M -$374K -7,470 -3%
CPSAC
127
Chas P. Smith & Associates (CPS)
Florida
$13.5M -$651K -13,012 -5%
MFP
128
Meridian Financial Partners
Virginia
$13.5M +$1.2M +24,186 +10%
PP
129
PFS Partners
New Jersey
$13.4M -$1.87M -37,473 -12%
SDWIA
130
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.3M +$354K +7,089 +3%
WDL
131
Well Done LLC
Michigan
$13.2M +$216K +4,321 +2%
TCMP
132
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.1M -$127K -2,541 -1%
MA
133
Mutual Advisors
Nebraska
$12.7M +$1.79M +35,757 +16%
Jane Street
134
Jane Street
New York
$12.6M +$12.2M +244,562 +3,733%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5M +$2.43M +48,557 +24%
CAL
136
Capital Advisors Ltd
Ohio
$12.5M +$869K +17,375 +7%
PI
137
PFS Investments
Georgia
$12.2M -$120K -2,392 -1%
DC
138
Davenport & Co
Virginia
$12M +$169K +3,385 +1%
EL
139
EQ LLC
Washington
$12M +$2.3M +45,939 +24%
Creative Planning
140
Creative Planning
Kansas
$11.8M +$341K +6,820 +3%
AFG
141
Allegheny Financial Group
Pennsylvania
$11.7M +$462K +9,234 +4%
BFA
142
Beaumont Financial Advisors
Massachusetts
$11.5M -$3.18M -63,510 -22%
TWA
143
Tillar-Wenstrup Advisors
Ohio
$11.5M +$5.06M +101,291 +79%
AWS
144
Aspen Wealth Strategies
Colorado
$11.4M +$11.4M +227,847 New
FFP
145
FourThought Financial Partners
Florida
$11.1M +$11.1M +222,129 New
BPA
146
Beacon Pointe Advisors
California
$11.1M +$8.45M +168,924 +318%
SVWAG
147
Sound View Wealth Advisors Group
Georgia
$11M +$3.74M +69,553 +51%
PAS
148
Park Avenue Securities
New York
$11M +$385K +7,694 +4%
RWP
149
Ridgecrest Wealth Partners
California
$10.8M +$580K +11,603 +6%
RCYC
150
Richard C. Young & Co
Rhode Island
$10.7M +$10.7M +213,440 New
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