DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
FFT Wealth Management
Pennsylvania
$9.77M +$156K +3,155 +2%
HCP
152
Holt Capital Partners
Texas
$9.76M -$375K -7,575 -4%
CTA
153
Colonial Trust Advisors
South Carolina
$9.75M +$162K +3,277 +2%
PA
154
PSI Advisors
Florida
$9.74M +$775K +15,650 +9%
TFS
155
Thoroughbred Financial Services
Tennessee
$9.63M +$1.71M +34,493 +22%
AWS
156
Aspen Wealth Strategies
Colorado
$9.49M -$296K -5,983 -3%
SCA
157
Scott Capital Advisors
Oregon
$9.44M +$1.34M +26,920 +17%
BP
158
BBR Partners
New York
$9.26M – – –
CIAS
159
Capital Investment Advisory Services
North Carolina
$9.13M +$54K +1,091 +0.6%
IWC
160
Integrated Wealth Concepts
Massachusetts
$9.11M +$1.22M +24,658 +15%
AF
161
Apexium Financial
Texas
$9.06M +$173K +3,477 +2%
FA
162
FC Advisory
Pennsylvania
$8.96M +$49K +989 +0.5%
CW
163
Connectus Wealth
Ohio
$8.89M +$8.55M +172,645 +2,523%
AWM
164
Altus Wealth Management
Kentucky
$8.86M +$8.86M +178,918 New
Creative Planning
165
Creative Planning
Kansas
$8.77M -$3.38M -68,225 -28%
TWC
166
TD Waterhouse Canada
Ontario, Canada
$8.77M -$14.2M -227,816 -62%
ADL
167
Asset Dedication LLC
California
$8.7M -$682K -13,776 -7%
OIA
168
OneDigital Investment Advisors
Kansas
$8.62M +$180K +3,642 +2%
JWM
169
Jackson Wealth Management
Florida
$8.55M +$404K +8,154 +5%
MPW
170
Monterey Private Wealth
California
$8.49M +$110K +2,216 +1%
PAS
171
Park Avenue Securities
New York
$8.44M -$1.97M -39,842 -19%
PFS
172
Prospera Financial Services
Texas
$8.4M -$37.4K -755 -0.4%
IA
173
IFS Advisors
Kansas
$8.35M +$682K +13,764 +9%
VCP
174
Verus Capital Partners
Arizona
$8.3M +$1.23M +24,787 +17%
WWM
175
Windsor Wealth Management
Indiana
$8.27M +$157K +3,178 +2%
5 6
7
8 9