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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

888 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 330 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
888
Holders Change
+36
Holders Change %
+4.23%
% of All Funds
14%
Holding in Top 10
109
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.03%
% of All Funds
1.72%
New
81
Increased
353
Reduced
330
Closed
40
Calls
$11.3M
Puts
$1.04M
Net Calls
+$10.2M
Net Calls Change
+$6.04M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$417M
4
SAF
Smith Anglin Financial
Texas
$28.1M
5
Morgan Stanley
Morgan Stanley
New York
$987M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$540M
2
RCG
Rock Creek Group
District of Columbia
$0
3
Wealthfront Advisers
Wealthfront Advisers
California
$151M
4
LFA
Legacy Financial Advisors
Kentucky
$12M
5
OCM
One Capital Management
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Parsons Capital Management
Rhode Island
$7.07M +$76K +1,475 +1%
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$6.99M -$2.22M -43,050 -24%
DADC
203
D.A. Davidson & Co
Montana
$6.92M +$148K +2,867 +2%
PWA
204
Physician Wealth Advisors
Utah
$6.71M -$166K -3,218 -2%
CT
205
Colonial Trust
South Carolina
$6.67M +$11.6K +226 +0.2%
OC
206
Oppenheimer & Co
New York
$6.56M +$206 +4 +0%
HI
207
Harbour Investments
Wisconsin
$6.34M +$2.07M +40,178 +49%
SFP
208
Sandbox Financial Partners
Maryland
$6.09M +$417K +8,083 +7%
DL
209
DOHJ LLC
Washington
$6.01M +$88.8K +1,724 +2%
BRWA
210
B. Riley Wealth Advisors
Florida
$5.96M +$99.6K +1,933 +2%
SWMG
211
Sanchez Wealth Management Group
Florida
$5.6M +$5K +97 +0.1%
PFG
212
Pacific Financial Group
Washington
$5.55M -$173K -3,361 -3%
OP
213
ORG Partners
Indiana
$5.48M -$125K -2,414 -2%
PCIA
214
Prime Capital Investment Advisors
Kansas
$5.41M +$5.41M +104,900 New
CWM
215
Castle Wealth Management
Florida
$5.39M +$1.44M +27,929 +36%
IAN
216
Integrated Advisors Network
Texas
$5.39M +$81.9K +1,590 +2%
BPA
217
Beacon Pointe Advisors
California
$5.37M -$3.97M -77,060 -43%
EL
218
EQ LLC
Washington
$5.32M -$1.17M -22,743 -18%
SFG
219
Sowa Financial Group
Rhode Island
$5.32M +$155K +3,001 +3%
IC
220
IEQ Capital
California
$5.22M +$91.7K +1,780 +2%
WIM
221
WealthPlan Investment Management
Nebraska
$5.17M -$2.23M -43,257 -30%
TWM
222
TriaGen Wealth Management
California
$5.17M +$133K +2,583 +3%
EWA
223
EP Wealth Advisors
California
$5.14M – – –
FIM
224
Fernwood Investment Management
Massachusetts
$4.99M +$121K +2,343 +2%
RFM
225
Royal Fund Management
Florida
$4.98M -$68.1K -1,321 -1%
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