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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
151
Aspen Wealth Strategies
Colorado
$10.2M -$234K -4,536 -2%
FWM
152
FFT Wealth Management
Pennsylvania
$10M +$2.91M +56,433 +41%
CTA
153
Colonial Trust Advisors
South Carolina
$9.97M +$226K +4,385 +2%
PCM
154
Perritt Capital Management
Illinois
$9.97M +$51.4K +997 +0.5%
SMF
155
Sterling Manor Financial
New York
$9.94M +$9.94M +192,939 New
NWM
156
NEIRG Wealth Management
Massachusetts
$9.93M +$5.04M +97,735 +103%
ADL
157
Asset Dedication LLC
California
$9.77M -$73.6K -1,428 -0.7%
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$9.7M +$2.68K +52 +0%
BP
159
BBR Partners
New York
$9.63M +$15.5K +301 +0.2%
CIAS
160
Capital Investment Advisory Services
North Carolina
$9.44M +$92.1K +1,787 +1%
PA
161
PSI Advisors
Florida
$9.33M +$688K +13,355 +8%
FA
162
FC Advisory
Pennsylvania
$9.28M +$155K +3,014 +2%
AF
163
Apexium Financial
Texas
$9.18M +$489K +9,492 +6%
4WM
164
4J Wealth Management
Virginia
$8.82M +$259K +5,034 +3%
W
165
WealthOne
New York
$8.79M -$607K -11,787 -6%
OIA
166
OneDigital Investment Advisors
Kansas
$8.78M -$295K -5,722 -3%
PFS
167
Prospera Financial Services
Texas
$8.78M -$981K -19,027 -10%
DI
168
DDFG Inc
California
$8.73M +$469K +9,097 +6%
MPW
169
Monterey Private Wealth
California
$8.72M -$459K -8,917 -5%
AFG
170
Allegheny Financial Group
Pennsylvania
$8.54M -$3.58M -69,482 -30%
JWM
171
Jackson Wealth Management
Florida
$8.48M +$8.48M +164,520 New
WWM
172
Windsor Wealth Management
Indiana
$8.44M +$950K +18,428 +13%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$8.41M +$478K +9,278 +6%
PAG
174
Powers Advisory Group
Illinois
$8.38M +$598K +11,610 +8%
SCA
175
Scott Capital Advisors
Oregon
$8.36M +$1.27M +24,738 +18%
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