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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
176
Thoroughbred Financial Services
Tennessee
$8.24M +$122K +2,360 +1%
SFP
177
Shepherd Financial Partners
Massachusetts
$8.22M +$78.2K +1,517 +1%
IWC
178
Integrated Wealth Concepts
Massachusetts
$8.21M +$206K +3,990 +3%
MA
179
Modus Advisors
Minnesota
$8.14M +$121K +2,355 +2%
AWM
180
Accel Wealth Management
Iowa
$8.02M +$30.8K +597 +0.4%
PGAM
181
Princeton Global Asset Management
New Jersey
$8M +$1.88M +36,480 +31%
LWA
182
Lineweaver Wealth Advisors
Ohio
$7.99M +$129K +2,497 +2%
IA
183
IFS Advisors
Kansas
$7.98M +$93.7K +1,818 +1%
CWM
184
Cornerstone Wealth Management
Missouri
$7.9M +$629K +12,201 +9%
ASN
185
Advisory Services Network
Georgia
$7.85M +$221K +4,280 +3%
CAG
186
Csenge Advisory Group
Florida
$7.79M -$330K -6,400 -4%
WA
187
Waverly Advisors
Alabama
$7.77M +$391K +7,579 +5%
GIA
188
Gladstone Institutional Advisory
Florida
$7.71M +$793K +15,386 +11%
FIA
189
Foundations Investment Advisors
Arizona
$7.58M -$405K -7,852 -5%
CA
190
CoreCap Advisors
Michigan
$7.5M +$7.5M +145,599 New
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$7.5M -$1.19M -23,392 -14%
CA
192
Crumly & Associates
Illinois
$7.46M -$914K -17,738 -11%
RPWA
193
Regent Peak Wealth Advisors
Georgia
$7.42M -$1.04M -20,153 -12%
EB
194
Eastern Bank
Massachusetts
$7.38M -$246K -4,779 -3%
YWS
195
Yarger Wealth Strategies
Ohio
$7.37M -$453K -8,798 -6%
AI
196
Atria Investments
North Carolina
$7.36M +$3.17M +61,594 +76%
VCP
197
Verus Capital Partners
Arizona
$7.36M +$184K +3,574 +3%
KAM
198
Knightsbridge Asset Management
California
$7.35M -$7.37M -143,066 -50%
MC
199
Matisse Capital
Oregon
$7.24M -$4.28K -83 -0.1%
EFS
200
Essex Financial Services
Connecticut
$7.1M +$166K +3,222 +2%
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