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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

852 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 352 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
-21
Holders Change %
-2.41%
% of All Funds
13.64%
Holding in Top 10
116
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.66%
% of All Funds
1.86%
New
72
Increased
352
Reduced
305
Closed
67
Calls
$5.25M
Puts
$1.06M
Net Calls
+$4.19M
Net Calls Change
-$39.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$171M
2
Stifel Financial
Stifel Financial
Missouri
$92.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$468M
4
AWMS
Advocacy Wealth Management Services
Georgia
$52.3M
5
LPL Financial
LPL Financial
California
$522M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
BlackRock
New York
$140M
4
HI
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
Ameriprise
Minnesota
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$6.36M -$82K -1,640 -1%
EL
202
EQ LLC
Washington
$6.3M -$5.66M -113,273 -47%
PGAM
203
Princeton Global Asset Management
New Jersey
$5.93M +$257K +5,151 +5%
AGP
204
Autumn Glory Partners
Texas
$5.88M +$403K +8,059 +7%
DL
205
DOHJ LLC
Washington
$5.74M +$1.65M +32,932 +40%
BRWA
206
B. Riley Wealth Advisors
Florida
$5.68M -$2.94M -58,744 -34%
MFG
207
Midwest Financial Group
Kansas
$5.66M +$5.66M +113,139 New
PFG
208
Pacific Financial Group
Washington
$5.55M +$1.65K +33 +0%
HFRG
209
Houlihan Financial Resource Group
Virginia
$5.54M -$15.8K -317 -0.3%
SFP
210
Sandbox Financial Partners
Maryland
$5.5M +$431K +8,619 +8%
TPWM
211
Twelve Points Wealth Management
Massachusetts
$5.46M -$515K -10,297 -9%
OP
212
ORG Partners
Indiana
$5.45M +$5.45M +108,537 New
SWMG
213
Sanchez Wealth Management Group
Florida
$5.43M -$70.9K -1,418 -1%
IAN
214
Integrated Advisors Network
Texas
$5.15M +$465K +9,296 +10%
SFG
215
Sowa Financial Group
Rhode Island
$5.01M +$55.6K +1,112 +1%
GB
216
Gunma Bank
Japan
$5M +$750K +15,000 +18%
IC
217
IEQ Capital
California
$4.98M -$84.8K -1,697 -2%
HAC
218
Harbor Advisory Corp
New Hampshire
$4.97M +$88.1K +1,762 +2%
RFM
219
Royal Fund Management
Florida
$4.9M -$17.8K -357 -0.4%
TWM
220
TriaGen Wealth Management
California
$4.88M +$216K +4,330 +5%
MWM
221
Meridian Wealth Management
Kentucky
$4.85M -$355K -7,106 -7%
AWM
222
Aspire Wealth Management
Massachusetts
$4.8M -$19.2K -384 -0.4%
SS
223
Sunbelt Securities
Texas
$4.78M -$283K -5,718 -6%
NWM
224
NEIRG Wealth Management
Massachusetts
$4.75M -$181K -3,621 -4%
FIM
225
Fernwood Investment Management
Massachusetts
$4.72M +$257K +5,140 +6%
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