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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$171M
2
Stifel Financial
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$468M
4
AWMS
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
LPL Financial
California
$522M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
BlackRock
New York
$140M
4
HI
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$7.77M +$1.73M +34,682 +29%
AWM
177
Accel Wealth Management
Iowa
$7.75M +$5.15K +103 +0.1%
FIA
178
Foundations Investment Advisors
Arizona
$7.74M -$13.8M -275,402 -64%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$7.69M -$8.4K -168 -0.1%
IA
180
IFS Advisors
Kansas
$7.65M +$571K +11,415 +8%
LWA
181
Lineweaver Wealth Advisors
Ohio
$7.63M +$208K +4,166 +3%
YWS
182
Yarger Wealth Strategies
Ohio
$7.59M -$1.52M -30,430 -17%
PAG
183
Powers Advisory Group
Illinois
$7.55M +$523K +10,469 +7%
EB
184
Eastern Bank
Massachusetts
$7.4M -$29.3M -585,226 -80%
ASN
185
Advisory Services Network
Georgia
$7.4M -$77.5K -1,551 -1%
WWM
186
Windsor Wealth Management
Indiana
$7.31M +$806K +16,031 +12%
CWM
187
Connecticut Wealth Management
Connecticut
$7.24M +$23.3K +467 +0.3%
WIM
188
WealthPlan Investment Management
Nebraska
$7.18M -$17.2M -344,526 -71%
WA
189
Waverly Advisors
Alabama
$7.15M +$394K +7,875 +6%
CWM
190
Cornerstone Wealth Management
Missouri
$7.05M +$7.05M +141,055 New
MC
191
Matisse Capital
Oregon
$7.03M -$78K -1,561 -1%
VCP
192
Verus Capital Partners
Arizona
$6.96M +$47.1K +943 +0.7%
FWM
193
FFT Wealth Management
Pennsylvania
$6.88M +$614K +12,274 +10%
SCA
194
Scott Capital Advisors
Oregon
$6.88M +$1.25M +25,011 +22%
PWA
195
Physician Wealth Advisors
Utah
$6.79M -$959K -18,825 -12%
PCM
196
Parsons Capital Management
Rhode Island
$6.78M +$382K +7,633 +6%
EFS
197
Essex Financial Services
Connecticut
$6.73M +$226K +4,512 +3%
GIA
198
Gladstone Institutional Advisory
Florida
$6.71M +$779K +15,588 +13%
DADC
199
D.A. Davidson & Co
Montana
$6.57M +$415K +8,295 +7%
CT
200
Colonial Trust
South Carolina
$6.46M -$111K -2,220 -2%
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