DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

798 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 369 increasing their positions, 238 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
13.8%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
69
Increased
369
Reduced
238
Closed
42
Calls
$35.1M
Puts
$445K
Net Calls
+$34.7M
Net Calls Change
+$34.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$512M
2
HI
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$344M
4
NA
NewEdge Advisors
Louisiana
$38M
5
Bank of America
Bank of America
North Carolina
$831M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$770M
2
SFWA
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
201
TD Private Client Wealth
New York
$4.72M +$564K +12,692 +14%
PGAM
202
Princeton Global Asset Management
New Jersey
$4.67M +$286K +6,435 +7%
WA
203
WBH Advisory
Maryland
$4.67M +$1.48M +33,265 +46%
WWM
204
Windsor Wealth Management
Indiana
$4.66M +$797K +17,696 +21%
DFG
205
Demars Financial Group
Washington
$4.66M -$3.47M -78,138 -43%
LP
206
LGL Partners
Pennsylvania
$4.58M +$4.58M +102,877 New
HFRG
207
Houlihan Financial Resource Group
Virginia
$4.57M +$4.57M +96,359 New
DADC
208
D.A. Davidson & Co
Montana
$4.56M +$1.14M +25,563 +33%
RFM
209
Royal Fund Management
Florida
$4.53M -$81.5K -1,832 -2%
NWM
210
NEIRG Wealth Management
Massachusetts
$4.51M -$329K -7,399 -7%
TA
211
Townsend & Associates
Colorado
$4.48M +$438K +8,887 +11%
MWM
212
Meridian Wealth Management
Kentucky
$4.47M +$230K +5,167 +5%
AWM
213
Aspire Wealth Management
Massachusetts
$4.42M -$108K -2,434 -2%
IC
214
IEQ Capital
California
$4.4M -$113K -2,539 -3%
HAC
215
Harbor Advisory Corp
New Hampshire
$4.34M -$44 -1 -0%
SFG
216
Sowa Financial Group
Rhode Island
$4.33M +$179K +4,017 +4%
PFA
217
Professional Financial Advisors
Nebraska
$4.3M -$9.47K -213 -0.2%
SS
218
Sunbelt Securities
Texas
$4.24M +$8.67K +195 +0.2%
CT
219
Colonial Trust
South Carolina
$4.21M +$4.21M +94,729 New
SFP
220
Sandbox Financial Partners
Maryland
$4.2M +$214K +4,818 +5%
PCM
221
Parsons Capital Management
Rhode Island
$4.17M +$22.5K +505 +0.5%
1WA
222
180 Wealth Advisors
Washington
$4.15M -$135K -3,030 -3%
IAN
223
Integrated Advisors Network
Texas
$4.12M +$280K +6,299 +7%
FF
224
FourThought Financial
Florida
$4.07M +$324K +7,285 +9%
BWS
225
Buck Wealth Strategies
Colorado
$4.04M +$4.04M +81,641 New
7 8
9
10 11