DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

873 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 368 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
+75
Holders Change %
+9.4%
% of All Funds
14.09%
Holding in Top 10
127
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+19.81%
% of All Funds
2.05%
New
138
Increased
368
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$671M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
Morgan Stanley
New York
$927M
4
LPL Financial
LPL Financial
California
$481M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$432M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$1.23B
2
AWA
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$381M
5
NFC
Northeast Financial Consultants
Connecticut
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
201
Windsor Wealth Management
Indiana
$6.58M +$1.31M +25,818 +25%
CT
202
Colonial Trust
South Carolina
$6.57M +$1.83M +36,640 +39%
MGIA
203
Moneta Group Investment Advisors
Missouri
$6.56M +$5.62M +109,489 +600%
EFS
204
Essex Financial Services
Connecticut
$6.5M +$473K +9,464 +8%
OC
205
Oppenheimer & Co
New York
$6.44M -$125K -2,509 -2%
PCM
206
Parsons Capital Management
Rhode Island
$6.4M +$1.71M +34,256 +37%
AGA
207
Arkos Global Advisors
Texas
$6.38M +$693K +13,855 +12%
RPWA
208
Regent Peak Wealth Advisors
Georgia
$6.35M +$305K +6,097 +5%
PMG
209
ProVise Management Group
Florida
$6.33M +$986K +19,726 +18%
FWM
210
FFT Wealth Management
Pennsylvania
$6.27M +$3.27M +65,314 +109%
JWM
211
Jackson Wealth Management
Florida
$6.24M -$2.24M -44,829 -26%
DADC
212
D.A. Davidson & Co
Montana
$6.16M +$1.03M +20,634 +20%
TPCW
213
TD Private Client Wealth
New York
$6.07M +$757K +15,143 +14%
IWC
214
Integrated Wealth Concepts
Massachusetts
$6.03M -$382K -7,643 -6%
TPWM
215
Twelve Points Wealth Management
Massachusetts
$5.98M +$5.62M +112,375 +1,568%
GIA
216
Gladstone Institutional Advisory
Florida
$5.93M +$160K +3,206 +3%
PFO
217
Pathstone Family Office
New Jersey
$5.83M +$1.07M +9,998 +23%
PGAM
218
Princeton Global Asset Management
New Jersey
$5.68M +$424K +8,476 +8%
SCA
219
Scott Capital Advisors
Oregon
$5.63M +$1.2M +23,914 +27%
HFRG
220
Houlihan Financial Resource Group
Virginia
$5.6M +$746K +14,820 +15%
PFG
221
Pacific Financial Group
Washington
$5.55M -$204K -4,080 -4%
SWMG
222
Sanchez Wealth Management Group
Florida
$5.5M -$2.6K -52 -0%
AGP
223
Autumn Glory Partners
Texas
$5.47M -$33K -660 -0.6%
CIC
224
Carnegie Investment Counsel
Ohio
$5.42M +$5.42M +108,308 New
PCIA
225
Prime Capital Investment Advisors
Kansas
$5.34M +$5.34M +106,860 New
7 8
9
10 11