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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$133M
2
Morgan Stanley
Morgan Stanley
New York
$923M
3
FCAS
First Command Advisory Services
Texas
$1.88B
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.2M
5
LPL Financial
LPL Financial
California
$416M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
$3.11M
2
PAG
Private Advisor Group
New Jersey
$87.6M
3
ACG
Arch Capital Group
Bermuda
$29.3M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$77.5M
5
PPWM
PFG Private Wealth Management
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
176
HYA Advisors
Missouri
$5.96M +$440K +7,915 +8%
KAM
177
Knightsbridge Asset Management
California
$5.93M -$1.08M -19,476 -15%
5L
178
55I LLC
Massachusetts
$5.87M +$1.89M +34,073 +48%
AWM
179
Aspire Wealth Management
Massachusetts
$5.76M +$5.76M +103,628 New
Creative Planning
180
Creative Planning
Kansas
$5.71M +$594K +10,696 +12%
IC
181
IEQ Capital
California
$5.6M +$56 +1 +0%
EFS
182
Essex Financial Services
Connecticut
$5.6M +$282K +5,071 +5%
HAC
183
Harbor Advisory Corp
New Hampshire
$5.56M – – –
EWM
184
Echo Wealth Management
Minnesota
$5.54M -$854K -15,355 -13%
PAG
185
Powers Advisory Group
Illinois
$5.52M +$5.52M +99,274 New
RPSA
186
Richard P. Slaughter Associates
Texas
$5.38M +$4K +72 +0.1%
WFM
187
Wolff Financial Management
Michigan
$5.36M +$254K +4,566 +5%
PGAM
188
Princeton Global Asset Management
New Jersey
$5.32M +$983K +17,683 +23%
1WA
189
180 Wealth Advisors
Washington
$5.27M -$135K -2,559 -3%
WWM
190
Windsor Wealth Management
Indiana
$5.26M -$119K -2,124 -2%
WWM
191
Western Wealth Management
Colorado
$5.25M +$5.25M +94,271 New
CWM
192
Cedar Wealth Management
California
$5.22M +$7.06K +127 +0.1%
US Bancorp
193
US Bancorp
Minnesota
$5.21M -$247K -4,445 -5%
RFM
194
Royal Fund Management
Florida
$5.18M +$517K +9,307 +11%
SI
195
Stephens Inc
Arkansas
$5.09M +$408K +7,332 +9%
DAS
196
Dynamic Advisor Solutions
Arizona
$5.02M -$2.57M -46,196 -34%
WS
197
Wela Strategies
Georgia
$4.94M -$31.3K -563 -0.6%
SFG
198
Sowa Financial Group
Rhode Island
$4.86M +$196K +3,528 +4%
LFAS
199
Level Four Advisory Services
Texas
$4.85M +$1.67M +30,006 +52%
VWA
200
Visionary Wealth Advisors
Illinois
$4.84M +$70.4K +1,266 +1%
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