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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$864M
2
FBFS
First Business Financial Services
Wisconsin
$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$65.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
5
Morgan Stanley
Morgan Stanley
New York
$870M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.1M
2
AWM
AE Wealth Management
Kansas
$38M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$38.1M
4
KFS
Kelly Financial Services
Massachusetts
$520K
5
IA
IFS Advisors
Kansas
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
176
Thoroughbred Financial Services
Tennessee
$6.37M +$170K +3,570 +3%
CWM
177
Cornerstone Wealth Management
Missouri
$6.17M +$373K +7,836 +6%
PAG
178
Powers Advisory Group
Illinois
$6.08M +$485K +10,173 +9%
EWM
179
Echo Wealth Management
Minnesota
$6.08M +$1.23M +25,387 +25%
PFG
180
Pacific Financial Group
Washington
$6.02M +$6.02M +126,428 New
HA
181
HYA Advisors
Missouri
$6.02M +$534K +11,207 +10%
5L
182
55I LLC
Massachusetts
$6.01M -$1.56M -32,775 -21%
VCP
183
Verus Capital Partners
Arizona
$5.96M -$7.89M -102,910 -57%
TWA
184
Tillar-Wenstrup Advisors
Ohio
$5.92M +$45.1K +947 +0.8%
RPWA
185
Regent Peak Wealth Advisors
Georgia
$5.51M -$320K -6,728 -5%
GIA
186
Gladstone Institutional Advisory
Florida
$5.46M +$101K +2,130 +2%
SWMG
187
Sanchez Wealth Management Group
Florida
$5.41M -$19.2K -402 -0.4%
WFM
188
Wolff Financial Management
Michigan
$5.35M +$581K +12,187 +12%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$5.33M +$4.56M +94,183 +593%
EFS
190
Essex Financial Services
Connecticut
$5.31M +$277K +5,811 +6%
NWM
191
NEIRG Wealth Management
Massachusetts
$5.18M -$3.27M -68,585 -39%
AGP
192
Autumn Glory Partners
Texas
$5.18M +$987K +20,726 +24%
HI
193
Harbour Investments
Wisconsin
$5.17M +$5.17M +108,416 New
CWM
194
Congress Wealth Management
Massachusetts
$5.02M +$1.68M +35,235 +50%
DL
195
DOHJ LLC
Washington
$4.99M -$85.6K -1,797 -2%
RPSA
196
Richard P. Slaughter Associates
Texas
$4.94M -$7.05K -148 -0.1%
RFM
197
Royal Fund Management
Florida
$4.94M +$65K +1,365 +1%
AGA
198
Arkos Global Advisors
Texas
$4.88M +$1.28M +26,813 +35%
AWM
199
Aspire Wealth Management
Massachusetts
$4.85M -$23.7K -497 -0.5%
IC
200
IEQ Capital
California
$4.83M +$181K +3,803 +4%
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