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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
176
Connectus Wealth
Ohio
$9.09M -$569K -10,569 -6%
TWA
177
Tandem Wealth Advisors
Arizona
$8.97M +$8.97M +166,694 New
IWC
178
Integrated Wealth Concepts
Massachusetts
$8.96M -$946K -17,573 -10%
PCM
179
Perritt Capital Management
Illinois
$8.81M +$170K +3,159 +2%
PS
180
Principal Securities
Iowa
$8.8M +$8.8M +163,419 New
MA
181
Modus Advisors
Minnesota
$8.79M +$118K +2,188 +1%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$8.75M -$852K -12,458 -9%
ADL
183
Asset Dedication LLC
California
$8.74M -$725K -13,475 -8%
CWM
184
Cornerstone Wealth Management
Missouri
$8.65M +$147K +2,725 +2%
OPS
185
Orion Portfolio Solutions
Nebraska
$8.62M -$2.28M -42,102 -21%
BCI
186
Brinker Capital Investments
Pennsylvania
$8.62M -$2.28M -42,102 -21%
FIA
187
Foundations Investment Advisors
Arizona
$8.44M -$99.9K -1,816 -1%
AWM
188
Accel Wealth Management
Iowa
$8.4M -$41.8K -776 -0.5%
MWM
189
Meridian Wealth Management
Kentucky
$8.39M +$3.2M +59,377 +62%
MPW
190
Monterey Private Wealth
California
$8.27M -$954K -17,717 -10%
SFP
191
Shepherd Financial Partners
Massachusetts
$8.21M -$142K -2,639 -2%
WA
192
Waverly Advisors
Alabama
$8.02M +$87K +1,616 +1%
OS
193
Objectivity Squared
South Carolina
$8.01M +$8.01M +148,852 New
UCFA
194
United Capital Financial Advisors
Texas
$8M -$17.6M -327,885 -69%
GIA
195
Gladstone Institutional Advisory
Florida
$7.88M -$563K -10,453 -7%
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$7.75M +$136K +2,514 +2%
EFS
197
Essex Financial Services
Connecticut
$7.73M +$24.8K +461 +0.3%
KAM
198
Knightsbridge Asset Management
California
$7.7M -$165K -3,062 -2%
AIA
199
Alternative Investment Advisors
Florida
$7.62M +$2.57M +47,732 +51%
CAG
200
Csenge Advisory Group
Florida
$7.55M +$152K +2,820 +2%
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