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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$671M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
Morgan Stanley
New York
$927M
4
LPL Financial
LPL Financial
California
$481M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$1.23B
2
AWA
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$381M
5
NFC
Northeast Financial Consultants
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
151
Wayfinding Financial
Washington
$10.6M +$281K +5,360 +3%
SFP
152
Shepherd Financial Partners
Massachusetts
$10.2M -$745K -14,897 -7%
ES
153
Eagle Strategies
New York
$10.1M -$3.6K -72 -0%
WP
154
WealthShield Partners
North Carolina
$10.1M -$152K -3,041 -1%
9WM
155
9258 Wealth Management
Ohio
$9.86M -$349K -6,985 -3%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$9.8M +$788K +15,750 +9%
ADL
157
Asset Dedication LLC
California
$9.79M -$387K -7,736 -4%
LP
158
LGL Partners
Pennsylvania
$9.77M +$4.62M +92,461 +90%
PFS
159
Prospera Financial Services
Texas
$9.69M +$2.92M +58,486 +43%
W
160
WealthOne
New York
$9.68M -$903K -18,065 -9%
HCP
161
Holt Capital Partners
Texas
$9.66M +$2.53M +50,561 +35%
AA
162
Argent Advisors
Louisiana
$9.63M -$221K -4,412 -2%
PCM
163
Perritt Capital Management
Illinois
$9.57M -$26.9K -538 -0.3%
MWA
164
MFA Wealth Advisors
Pennsylvania
$9.47M -$247K -4,932 -3%
FAM
165
Forte Asset Management
New York
$9.47M +$698K +13,954 +8%
VC
166
Vicus Capital
Pennsylvania
$9.45M +$8.45M +169,010 +843%
CTA
167
Colonial Trust Advisors
South Carolina
$9.35M +$160K +3,193 +2%
BP
168
BBR Partners
New York
$9.31M +$41.3K +826 +0.4%
CWS
169
Confluence Wealth Services
Pennsylvania
$9.22M +$7.12M +142,456 +340%
CFO
170
Custos Family Office
Texas
$9.11M +$729K +14,574 +9%
YWS
171
Yarger Wealth Strategies
Ohio
$9.11M -$56.8K -1,135 -0.6%
CIAS
172
Capital Investment Advisory Services
North Carolina
$9.09M -$5.3K -106 -0.1%
AF
173
Apexium Financial
Texas
$8.96M +$492K +9,846 +6%
MPW
174
Monterey Private Wealth
California
$8.93M +$491K +9,816 +6%
DAS
175
Dynamic Advisor Solutions
Arizona
$8.92M +$1,000K +19,993 +13%
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