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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
Morgan Stanley
New York
$923M
3
FCAS
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
LPL Financial
California
$416M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
Private Advisor Group
New Jersey
$87.6M
3
ACG
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
151
Eastern Bank
Massachusetts
$8.13M -$15.9K -286 -0.2%
CWM
152
Connecticut Wealth Management
Connecticut
$8.12M +$8.78K +158 +0.1%
MA
153
Modus Advisors
Minnesota
$7.92M -$471K -8,468 -6%
NWM
154
NEIRG Wealth Management
Massachusetts
$7.75M +$7.75M +139,378 New
HCP
155
Holt Capital Partners
Texas
$7.72M +$709K +12,765 +10%
SVWAG
156
Sound View Wealth Advisors Group
Georgia
$7.71M +$713K +12,822 +10%
BRWA
157
B. Riley Wealth Advisors
Florida
$7.67M -$168K -3,024 -2%
AWE
158
Avidian Wealth Enterprises
Texas
$7.6M +$587K +10,569 +8%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$7.52M +$838K +15,084 +13%
RPWA
160
Regent Peak Wealth Advisors
Georgia
$7.42M +$140K +2,513 +2%
MA
161
Mutual Advisors
Nebraska
$7.21M +$232K +4,177 +3%
TWA
162
Tillar-Wenstrup Advisors
Ohio
$7.13M +$128K +2,301 +2%
PA
163
PSI Advisors
Florida
$6.75M +$546K +9,682 +9%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$6.64M +$3.69M +66,343 +125%
OC
165
Oppenheimer & Co
New York
$6.61M +$160K +2,880 +2%
CWM
166
Cornerstone Wealth Management
Missouri
$6.51M -$204K -3,664 -3%
CFO
167
Custos Family Office
Texas
$6.5M +$6.5M +116,946 New
CIAS
168
Capital Investment Advisory Services
North Carolina
$6.44M +$410K +7,378 +7%
TFS
169
Thoroughbred Financial Services
Tennessee
$6.44M +$278K +5,006 +5%
LWA
170
Lineweaver Wealth Advisors
Ohio
$6.42M +$330K +5,944 +5%
SWMG
171
Sanchez Wealth Management Group
Florida
$6.32M -$149K -2,685 -2%
FHA
172
First Horizon Advisors
Tennessee
$6.13M +$88.8K +1,598 +1%
ASFA
173
All Season Financial Advisors
Colorado
$6.07M +$3.69M +66,334 +155%
MPW
174
Monterey Private Wealth
California
$6.06M +$1.57M +28,211 +35%
GIA
175
Gladstone Institutional Advisory
Florida
$6.04M +$514K +9,244 +9%
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