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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$171M
2
Stifel Financial
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$468M
4
AWMS
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
LPL Financial
California
$522M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
BlackRock
New York
$140M
4
HI
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
151
Prospera Financial Services
Texas
$9.46M -$229K -4,584 -2%
CTA
152
Colonial Trust Advisors
South Carolina
$9.46M +$111K +2,230 +1%
SVWAG
153
Sound View Wealth Advisors Group
Georgia
$9.4M -$827K -16,540 -8%
BP
154
BBR Partners
New York
$9.33M +$17.7K +355 +0.2%
EWA
155
EP Wealth Advisors
California
$9.2M +$8.28M +247,423 +905%
W
156
WealthOne
New York
$9.12M -$553K -11,055 -6%
CIAS
157
Capital Investment Advisory Services
North Carolina
$9.07M -$16.1K -323 -0.2%
BPA
158
Beacon Pointe Advisors
California
$9.06M -$2.04M -40,769 -18%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$8.93M -$863K -17,270 -9%
MPW
160
Monterey Private Wealth
California
$8.9M -$25.2K -504 -0.3%
FA
161
FC Advisory
Pennsylvania
$8.85M +$79.4K +1,588 +0.9%
OIA
162
OneDigital Investment Advisors
Kansas
$8.81M -$54.4K -1,089 -0.6%
DAS
163
Dynamic Advisor Solutions
Arizona
$8.7M -$212K -4,250 -2%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$8.52M +$54.2K +1,085 +0.6%
AF
165
Apexium Financial
Texas
$8.43M -$524K -10,476 -6%
PA
166
PSI Advisors
Florida
$8.38M +$454K +9,078 +6%
4WM
167
4J Wealth Management
Virginia
$8.31M +$8.04M +160,913 +3,070%
RPWA
168
Regent Peak Wealth Advisors
Georgia
$8.2M +$1.85M +37,078 +29%
CA
169
Crumly & Associates
Illinois
$8.12M +$2.55K +51 +0%
DI
170
DDFG Inc
California
$8.02M +$374K +7,490 +5%
SFP
171
Shepherd Financial Partners
Massachusetts
$7.9M -$2.27M -45,438 -22%
CAG
172
Csenge Advisory Group
Florida
$7.88M -$117K -2,335 -1%
PFA
173
Professional Financial Advisors
Nebraska
$7.87M +$2.53M +47,383 +47%
TFS
174
Thoroughbred Financial Services
Tennessee
$7.87M +$539K +10,783 +7%
MA
175
Modus Advisors
Minnesota
$7.78M -$50.8K -1,017 -0.6%
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7
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