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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

786 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 364 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.79%
New
66
Increased
364
Reduced
246
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.5M
2
FBFS
First Business Financial Services
Wisconsin
+$43.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$33.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
5
Morgan Stanley
Morgan Stanley
New York
+$27.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$112M
2
AWM
AE Wealth Management
Kansas
-$106M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$19.1M
4
KFS
Kelly Financial Services
Massachusetts
-$18.8M
5
IA
IFS Advisors
Kansas
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
201
Princeton Global Asset Management
New Jersey
$4.7M +$49.2K +1,032 +1%
HAC
202
Harbor Advisory Corp
New Hampshire
$4.65M -$114K -2,397 -2%
1WA
203
180 Wealth Advisors
Washington
$4.63M -$71.7K -1,491 -2%
PFA
204
Professional Financial Advisors
Nebraska
$4.62M -$2.41M -50,544 -34%
VWA
205
Visionary Wealth Advisors
Illinois
$4.57M +$48.4K +1,016 +1%
PMG
206
ProVise Management Group
Florida
$4.56M +$543K +11,390 +14%
E
207
Ergoteles
New York
$4.55M +$4.55M +95,542 New
MWM
208
Meridian Wealth Management
Kentucky
$4.54M +$591K +12,407 +15%
SS
209
Sunbelt Securities
Texas
$4.53M +$628K +13,180 +16%
BCM
210
Brookstone Capital Management
Illinois
$4.51M -$6.83M -141,112 -60%
TPCW
211
TD Private Client Wealth
New York
$4.45M +$1.31M +27,452 +42%
SFG
212
Sowa Financial Group
Rhode Island
$4.45M +$187K +3,918 +4%
PCM
213
Parsons Capital Management
Rhode Island
$4.44M +$83.6K +1,755 +2%
SI
214
Stephens Inc
Arkansas
$4.31M -$37.9K -796 -0.9%
SFP
215
Sandbox Financial Partners
Maryland
$4.27M +$320K +6,726 +8%
MCC
216
Money Concepts Capital
Florida
$4.27M -$997K -20,752 -19%
LFAS
217
Level Four Advisory Services
Texas
$4.17M -$34.9K -732 -0.8%
WWM
218
Windsor Wealth Management
Indiana
$4.11M -$515K -10,734 -11%
IAN
219
Integrated Advisors Network
Texas
$4.11M +$294K +6,169 +8%
APA
220
American Portfolios Advisors
New York
$4.1M -$382K -8,008 -9%
FF
221
FourThought Financial
Florida
$4.02M +$21.5K +452 +0.5%
TW
222
TrinityPoint Wealth
Connecticut
$3.99M +$64.9K +1,362 +2%
MF
223
Meridian Financial
Massachusetts
$3.96M +$99.7K +2,092 +3%
TA
224
Townsend & Associates
Colorado
$3.94M +$208K +4,316 +6%
CWM
225
Cedar Wealth Management
California
$3.92M -$251K -5,276 -6%
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