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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
PSI Advisors
Florida
$10.9M +$327K +6,083 +3%
HCP
152
Holt Capital Partners
Texas
$10.7M +$128K +2,385 +1%
Citigroup
153
Citigroup
New York
$10.6M -$2.12M -39,316 -17%
CTA
154
Colonial Trust Advisors
South Carolina
$10.4M -$182K -3,386 -2%
AF
155
Apexium Financial
Texas
$10.4M +$602K +11,188 +6%
WP
156
WealthShield Partners
North Carolina
$10.3M -$1.2M -22,268 -10%
Corient Private Wealth
157
Corient Private Wealth
Florida
$10.3M -$10.1M -187,569 -49%
TFS
158
Thoroughbred Financial Services
Tennessee
$10.2M -$230K -4,272 -2%
MCM
159
MAI Capital Management
Ohio
$10.1M -$562K -10,449 -5%
FAM
160
Forte Asset Management
New York
$9.98M -$1.49M -27,638 -13%
AWMS
161
Advocacy Wealth Management Services
Georgia
$9.97M -$51M -947,319 -84%
Creative Planning
162
Creative Planning
Kansas
$9.89M +$355K +6,603 +4%
JWM
163
Jackson Wealth Management
Florida
$9.75M +$452K +8,390 +5%
CIAS
164
Capital Investment Advisory Services
North Carolina
$9.68M -$235K -4,359 -2%
PGAM
165
Princeton Global Asset Management
New Jersey
$9.68M +$1.1M +20,461 +13%
RPWA
166
Regent Peak Wealth Advisors
Georgia
$9.66M +$1.75M +32,492 +22%
FA
167
FC Advisory
Pennsylvania
$9.59M -$153K -2,835 -2%
PAG
168
Powers Advisory Group
Illinois
$9.52M +$604K +11,221 +7%
PJWM
169
Philip James Wealth Mangement
Georgia
$9.29M +$9.29M +172,629 New
AA
170
Argent Advisors
Louisiana
$9.28M -$1.59M -29,548 -15%
OIA
171
OneDigital Investment Advisors
Kansas
$9.21M -$154K -2,868 -2%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$9.16M +$206K +3,824 +2%
DI
173
DDFG Inc
California
$9.13M +$252K +4,688 +3%
PFS
174
Prospera Financial Services
Texas
$9.11M -$17.2K -319 -0.2%
VCP
175
Verus Capital Partners
Arizona
$9.1M +$79.5K +1,477 +0.9%
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