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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
Choreo LLC
Illinois
$12.5M +$30.6K +593 +0.2%
WDL
127
Well Done LLC
Michigan
$12.4M -$307K -5,967 -2%
DC
128
Davenport & Co
Virginia
$12.4M +$28.9K +561 +0.2%
RWA
129
Redhawk Wealth Advisors
Minnesota
$12.3M +$11.9M +231,640 +3,127%
LFA
130
Legacy Financial Advisors
Kentucky
$12M -$25.6M -497,675 -68%
PP
131
PFS Partners
New Jersey
$12M -$1.94M -37,554 -14%
CWS
132
Confluence Wealth Services
Pennsylvania
$11.9M +$515K +9,986 +5%
RWP
133
Ridgecrest Wealth Partners
California
$11.9M -$23.5K -457 -0.2%
DAS
134
Dynamic Advisor Solutions
Arizona
$11.8M +$2.85M +55,231 +32%
BCI
135
Brinker Capital Investments
Pennsylvania
$11.8M +$11.8M +228,408 New
OPS
136
Orion Portfolio Solutions
Nebraska
$11.8M +$11.8M +228,408 New
JAG
137
Journey Advisory Group
Kentucky
$11.7M -$149K -2,890 -1%
WP
138
WealthShield Partners
North Carolina
$11.5M -$114K -2,208 -1%
LP
139
LGL Partners
Pennsylvania
$11.4M +$857K +16,638 +8%
FHA
140
First Horizon Advisors
Tennessee
$11.3M -$132K -2,561 -1%
AWE
141
Avidian Wealth Enterprises
Texas
$11.3M -$10.5M -204,364 -48%
MOS
142
MGO One Seven
Ohio
$11.2M -$9.62M -186,653 -46%
FCAS
143
First Command Advisory Services
Texas
$11.1M -$434K -8,411 -4%
FAM
144
Forte Asset Management
New York
$11M +$492K +9,553 +5%
PAS
145
Park Avenue Securities
New York
$10.8M -$245K -4,746 -2%
HCP
146
Holt Capital Partners
Texas
$10.5M +$760K +14,747 +8%
AA
147
Argent Advisors
Louisiana
$10.5M -$6.65K -129 -0.1%
CFO
148
Custos Family Office
Texas
$10.5M +$151K +2,931 +1%
ES
149
Eagle Strategies
New York
$10.4M -$150K -2,920 -1%
MCM
150
MAI Capital Management
Ohio
$10.4M +$8.59M +166,608 +469%
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