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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$512M
2
HI
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$344M
4
NA
NewEdge Advisors
Louisiana
$38M
5
Bank of America
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$770M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
151
Capital Investment Advisory Services
North Carolina
$8.09M +$904K +20,325 +13%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$8.01M +$199K +4,470 +3%
OIA
153
OneDigital Investment Advisors
Kansas
$7.87M -$46.9K -1,054 -0.6%
FAM
154
Forte Asset Management
New York
$7.8M -$114K -2,571 -1%
BRWA
155
B. Riley Wealth Advisors
Florida
$7.8M +$469K +10,544 +6%
FA
156
FC Advisory
Pennsylvania
$7.8M -$44.5K -1,001 -0.6%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.78M -$2.88M -64,850 -27%
MPW
158
Monterey Private Wealth
California
$7.61M -$5.89M -130,555 -44%
JWM
159
Jackson Wealth Management
Florida
$7.55M +$4.71M +105,935 +166%
AF
160
Apexium Financial
Texas
$7.53M +$5.83M +131,149 +344%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$7.51M +$141K +3,195 +2%
AWM
162
Accel Wealth Management
Iowa
$7.5M +$159K +3,384 +2%
CFO
163
Custos Family Office
Texas
$7.46M +$687K +15,452 +10%
PWA
164
Physician Wealth Advisors
Utah
$7.4M +$126K +2,708 +2%
FHA
165
First Horizon Advisors
Tennessee
$7.16M +$37.1K +835 +0.5%
CAG
166
Csenge Advisory Group
Florida
$7.15M -$543K -12,200 -7%
WWA
167
WC Walker & Associates
California
$7.1M -$346K -7,211 -5%
DAS
168
Dynamic Advisor Solutions
Arizona
$7.04M +$499K +11,222 +8%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$6.9M +$187K +4,208 +3%
VCP
170
Verus Capital Partners
Arizona
$6.88M +$3.43M +77,058 +99%
NAM
171
Nissay Asset Management
Japan
$6.88M +$6.88M +154,646 New
MA
172
Modus Advisors
Minnesota
$6.8M +$86.6K +1,948 +1%
CA
173
CoreCap Advisors
Michigan
$6.71M -$100K -2,256 -1%
CWM
174
Cornerstone Wealth Management
Missouri
$6.64M +$874K +19,642 +15%
ASN
175
Advisory Services Network
Georgia
$6.58M -$1.58M -35,520 -19%
5 6
7
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