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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$171M
2
Stifel Financial
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$468M
4
AWMS
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
LPL Financial
California
$522M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
BlackRock
New York
$140M
4
HI
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$12.4M -$209K -4,182 -2%
WDL
127
Well Done LLC
Michigan
$12.4M -$782K -15,648 -6%
TPCW
128
TD Private Client Wealth
New York
$12.3M +$6.19M +123,918 +102%
Creative Planning
129
Creative Planning
Kansas
$12.2M +$398K +7,957 +3%
CL
130
Choreo LLC
Illinois
$12.1M +$12.1M +241,317 New
DC
131
Davenport & Co
Virginia
$12M -$32.3K -647 -0.3%
AFG
132
Allegheny Financial Group
Pennsylvania
$11.8M +$61.8K +1,237 +0.5%
RWP
133
Ridgecrest Wealth Partners
California
$11.5M +$737K +14,733 +7%
BFA
134
Beaumont Financial Advisors
Massachusetts
$11.5M -$28.6K -573 -0.2%
JAG
135
Journey Advisory Group
Kentucky
$11.5M +$11.2M +224,900 +5,054%
WP
136
WealthShield Partners
North Carolina
$11.3M +$1.2M +23,963 +12%
FCAS
137
First Command Advisory Services
Texas
$11.2M -$1.22B -24,323,917 -99%
FHA
138
First Horizon Advisors
Tennessee
$11.1M +$2.24M +44,862 +25%
CWS
139
Confluence Wealth Services
Pennsylvania
$11M +$1.81M +36,300 +20%
PAS
140
Park Avenue Securities
New York
$10.8M -$241K -4,820 -2%
ES
141
Eagle Strategies
New York
$10.3M +$126K +2,516 +1%
LP
142
LGL Partners
Pennsylvania
$10.2M +$435K +8,709 +4%
AA
143
Argent Advisors
Louisiana
$10.2M +$533K +10,654 +6%
FAM
144
Forte Asset Management
New York
$10.2M +$691K +13,832 +7%
AWS
145
Aspen Wealth Strategies
Colorado
$10.1M -$1.29M -25,729 -11%
CFO
146
Custos Family Office
Texas
$10M +$891K +17,831 +10%
9WM
147
9258 Wealth Management
Ohio
$9.81M -$45.1K -903 -0.5%
PCM
148
Perritt Capital Management
Illinois
$9.63M +$59.8K +1,197 +0.6%
ADL
149
Asset Dedication LLC
California
$9.54M -$233K -4,659 -2%
HCP
150
Holt Capital Partners
Texas
$9.49M -$171K -3,430 -2%
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