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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
126
Chas P. Smith & Associates (CPS)
Florida
$13.4M -$70.3K -1,307 -0.5%
GCIM
127
Gunn & Company Investment Management
Florida
$13.4M +$12.8M +237,197 +2,110%
FA
128
Flagstar Advisors
New York
$13.3M -$384K -7,128 -3%
RWP
129
Ridgecrest Wealth Partners
California
$13.2M +$268K +4,988 +2%
LP
130
LGL Partners
Pennsylvania
$13.1M +$108K +2,013 +0.8%
KAS
131
Kestra Advisory Services
Texas
$13M -$1.11M -20,650 -8%
MCB
132
Morton Community Bank
Illinois
$12.9M +$12.9M +239,946 New
PP
133
PFS Partners
New Jersey
$12.6M -$154K -2,856 -1%
JAG
134
Journey Advisory Group
Kentucky
$12.4M -$316K -5,877 -2%
DC
135
Davenport & Co
Virginia
$12.3M +$8.13K +151 +0.1%
CFO
136
Custos Family Office
Texas
$12.1M +$1.43M +26,510 +13%
RWA
137
Redhawk Wealth Advisors
Minnesota
$12.1M -$513K -9,528 -4%
BFA
138
Beaumont Financial Advisors
Massachusetts
$12M -$1.56M -28,915 -11%
WDL
139
Well Done LLC
Michigan
$11.9M -$371K -6,890 -3%
FHA
140
First Horizon Advisors
Tennessee
$11.9M -$93.1K -1,730 -0.8%
CA
141
Crumly & Associates
Illinois
$11.8M +$3.82M +70,942 +48%
SMF
142
Sterling Manor Financial
New York
$11.8M +$290K +5,392 +3%
FDP
143
Financiere des Professionnels
Quebec, Canada
$11.7M +$1.08M +20,000 +10%
FWM
144
FFT Wealth Management
Pennsylvania
$11.7M +$1.04M +19,397 +10%
LFA
145
Legacy Financial Advisors
Kentucky
$11.6M -$566K -10,510 -5%
ES
146
Eagle Strategies
New York
$11.4M +$171K +3,186 +2%
IA
147
IFS Advisors
Kansas
$11.2M +$2.12M +39,432 +23%
SCA
148
Scott Capital Advisors
Oregon
$11M +$839K +15,590 +8%
SVWAG
149
Sound View Wealth Advisors Group
Georgia
$11M +$304K +5,647 +3%
4WM
150
4J Wealth Management
Virginia
$11M +$151K +2,810 +1%
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6
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