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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$8.24M +$155K +3,137 +2%
PAG
177
Powers Advisory Group
Illinois
$8.21M +$153K +3,095 +2%
DI
178
DDFG Inc
California
$8.17M -$223K -4,493 -3%
AI
179
Atria Investments
North Carolina
$8.11M +$1.04M +20,942 +15%
MA
180
Modus Advisors
Minnesota
$7.98M +$157K +3,174 +2%
PCM
181
Perritt Capital Management
Illinois
$7.95M -$1.64M -33,028 -17%
PGAM
182
Princeton Global Asset Management
New Jersey
$7.9M +$211K +4,253 +3%
CWM
183
Cornerstone Wealth Management
Missouri
$7.82M +$232K +4,685 +3%
GIA
184
Gladstone Institutional Advisory
Florida
$7.77M +$360K +7,266 +5%
AWM
185
Accel Wealth Management
Iowa
$7.77M +$55.8K +1,126 +0.7%
W
186
WealthOne
New York
$7.75M -$699K -14,103 -8%
FIA
187
Foundations Investment Advisors
Arizona
$7.69M +$405K +8,184 +6%
SFP
188
Shepherd Financial Partners
Massachusetts
$7.68M -$220K -4,449 -3%
EL
189
EQ LLC
Washington
$7.6M +$2.49M +50,227 +49%
OC
190
Oppenheimer & Co
New York
$7.56M +$1.26M +25,447 +20%
CA
191
Crumly & Associates
Illinois
$7.34M +$168K +3,393 +2%
WA
192
Waverly Advisors
Alabama
$7.3M -$166K -3,346 -2%
RPWA
193
Regent Peak Wealth Advisors
Georgia
$7.28M +$153K +3,081 +2%
EFG
194
Ethos Financial Group
Pennsylvania
$7.24M +$6.49M +130,069 +872%
KAM
195
Knightsbridge Asset Management
California
$7.24M +$170K +3,434 +2%
CA
196
CoreCap Advisors
Michigan
$7.13M -$85.3K -1,723 -1%
EFS
197
Essex Financial Services
Connecticut
$7.09M +$264K +5,332 +4%
EB
198
Eastern Bank
Massachusetts
$7.07M -$26.2K -529 -0.4%
YWS
199
Yarger Wealth Strategies
Ohio
$7.07M -$15K -303 -0.2%
LWA
200
Lineweaver Wealth Advisors
Ohio
$7.02M -$661K -13,347 -9%
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8
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