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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
126
LGL Partners
Pennsylvania
$12M +$1.03M +20,825 +9%
RWP
127
Ridgecrest Wealth Partners
California
$11.9M +$542K +10,935 +5%
HWM
128
HB Wealth Management
Georgia
$11.9M -$169K -3,412 -1%
Citigroup
129
Citigroup
New York
$11.7M -$1.64M -33,163 -12%
PP
130
PFS Partners
New Jersey
$11.7M +$167K +3,376 +1%
JAG
131
Journey Advisory Group
Kentucky
$11.7M +$472K +9,534 +4%
RWA
132
Redhawk Wealth Advisors
Minnesota
$11.6M -$239K -4,831 -2%
WDL
133
Well Done LLC
Michigan
$11.3M -$632K -12,752 -5%
DC
134
Davenport & Co
Virginia
$11.3M -$552K -11,144 -5%
LFA
135
Legacy Financial Advisors
Kentucky
$11.2M -$343K -6,933 -3%
KAS
136
KPP Advisory Services
Kentucky
$11.1M +$11.1M +224,241 New
FHA
137
First Horizon Advisors
Tennessee
$11M +$167K +3,368 +2%
WP
138
WealthShield Partners
North Carolina
$10.7M -$475K -9,519 -4%
DAS
139
Dynamic Advisor Solutions
Arizona
$10.7M -$693K -14,001 -6%
FAM
140
Forte Asset Management
New York
$10.6M +$14.2K +284 +0.1%
SMF
141
Sterling Manor Financial
New York
$10.6M +$1.01M +20,361 +11%
ES
142
Eagle Strategies
New York
$10.3M +$303K +6,115 +3%
AA
143
Argent Advisors
Louisiana
$10M -$61.6K -1,243 -0.6%
4WM
144
4J Wealth Management
Virginia
$9.99M +$1.51M +30,578 +18%
OPS
145
Orion Portfolio Solutions
Nebraska
$9.98M -$1.33M -26,880 -12%
BCI
146
Brinker Capital Investments
Pennsylvania
$9.98M -$1.33M -26,880 -12%
CFO
147
Custos Family Office
Texas
$9.86M -$198K -3,988 -2%
SVWAG
148
Sound View Wealth Advisors Group
Georgia
$9.86M +$537K +10,841 +6%
FDP
149
Financiere des Professionnels
Quebec, Canada
$9.81M +$9.81M +198,000 New
MCM
150
MAI Capital Management
Ohio
$9.8M -$216K -4,364 -2%
4 5
6
7 8