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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

763 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+103
Holders Change %
+15.61%
% of All Funds
11.78%
Holding in Top 10
99
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.22%
% of All Funds
1.53%
New
149
Increased
349
Reduced
167
Closed
32
Calls
$55M
Puts
$2.01M
Net Calls
+$53M
Net Calls Change
+$24.6M

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$106M
2
Morgan Stanley
Morgan Stanley
New York
+$59.8M
3
FCAS
First Command Advisory Services
Texas
+$41.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$37.2M
5
LPL Financial
LPL Financial
California
+$25M

Top Sellers

1
CPIA
Cornell Pochily Investment Advisors
New York
-$2.62B
2
PAG
Private Advisor Group
New Jersey
-$45.2M
3
ACG
Arch Capital Group
Bermuda
-$24.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.3M
5
PPWM
PFG Private Wealth Management
Florida
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
201
Measured Wealth Private Client Group
New Hampshire
$4.76M – – –
PA
202
Probity Advisors
Texas
$4.72M +$201K +3,612 +4%
FF
203
FourThought Financial
Florida
$4.67M +$210K +3,774 +5%
HWIS
204
Hancock Whitney Investment Services
Louisiana
$4.66M +$4.66M +83,979 New
NAM
205
Nissay Asset Management
Japan
$4.54M +$3.24M +58,298 +250%
DL
206
DOHJ LLC
Washington
$4.52M -$292K -5,251 -6%
MF
207
Meridian Financial
Massachusetts
$4.41M +$4.41M +79,421 New
FA
208
Fermata Advisors
California
$4.37M -$1.03M -18,442 -19%
MWM
209
Meridian Wealth Management
Kentucky
$4.36M +$2.4M +43,224 +123%
SS
210
Sunbelt Securities
Texas
$4.32M +$617K +11,393 +17%
VWA
211
V Wealth Advisors
Kansas
$4.24M +$103K +1,858 +2%
AGP
212
Autumn Glory Partners
Texas
$4.23M +$4.23M +76,117 New
CS
213
Comerica Securities
Michigan
$4.22M -$641K -11,527 -13%
PCM
214
Parsons Capital Management
Rhode Island
$4.16M +$761K +13,690 +22%
TW
215
TrinityPoint Wealth
Connecticut
$4.14M +$110K +1,979 +3%
EWA
216
Exencial Wealth Advisors
Oklahoma
$4.13M +$4.13M +74,264 New
HI
217
Harbour Investments
Wisconsin
$4.1M -$1.65M -29,732 -29%
CG
218
Colony Group
Massachusetts
$4.08M +$715K +12,866 +21%
AWA
219
Arete Wealth Advisors
Illinois
$4.04M +$131K +2,365 +3%
TWM
220
TriaGen Wealth Management
California
$4.04M +$20.1K +362 +0.5%
SFP
221
Sandbox Financial Partners
Maryland
$4.04M +$496K +8,925 +14%
PMG
222
ProVise Management Group
Florida
$4.02M +$852K +15,336 +27%
SWA
223
SOA Wealth Advisors
New York
$4M -$64.7K -1,164 -2%
PFS
224
Prospera Financial Services
Texas
$4M -$22.1K -397 -0.5%
VA
225
Valmark Advisers
Ohio
$3.99M -$361K -6,487 -8%
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