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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.1B
2
BlackRock
BlackRock
New York
$393M
3
Wealthfront Advisers
Wealthfront Advisers
California
$397M
4
Goldman Sachs
Goldman Sachs
New York
$327M
5
HI
Horizon Investments
North Carolina
$51.2M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
UBS Group
Switzerland
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$7.51M +$110K +2,035 +1%
BP
202
BBR Partners
New York
$7.4M -$2.66M -49,474 -26%
CT
203
Colonial Trust
South Carolina
$7.31M -$124K -2,296 -2%
MC
204
Matisse Capital
Oregon
$7.26M -$60.5K -1,124 -0.8%
YWS
205
Yarger Wealth Strategies
Ohio
$7.22M -$462K -8,586 -6%
PAS
206
Park Avenue Securities
New York
$7.21M -$1.97M -36,542 -21%
WIM
207
WealthPlan Investment Management
Nebraska
$7.21M +$642K +11,922 +10%
EB
208
Eastern Bank
Massachusetts
$7.17M -$510K -9,475 -7%
RWA
209
Rooted Wealth Advisors
Illinois
$7.01M +$1.01M +18,481 +17%
PWA
210
Physician Wealth Advisors
Utah
$6.95M +$41.4K +763 +0.6%
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$6.8M -$135K -2,500 -2%
PPWP
212
Premier Path Wealth Partners
New Jersey
$6.79M +$6.79M +124,477 New
AWE
213
Avidian Wealth Enterprises
Texas
$6.7M -$351K -6,517 -5%
FFP
214
FourThought Financial Partners
Florida
$6.59M +$2.88M +53,511 +78%
BRWA
215
B. Riley Wealth Advisors
Florida
$6.46M +$201K +3,740 +3%
EL
216
EQ LLC
Washington
$6.4M -$1.86M -34,602 -23%
EWA
217
EverSource Wealth Advisors
Alabama
$6.37M +$1.01M +18,728 +19%
AGP
218
Autumn Glory Partners
Texas
$6.22M +$54.1K +1,010 +0.9%
ASN
219
Advisory Services Network
Georgia
$6.2M -$1.4M -26,009 -18%
TWM
220
TriaGen Wealth Management
California
$6.03M +$416K +7,729 +7%
LWA
221
Lineweaver Wealth Advisors
Ohio
$5.99M -$1.64M -30,563 -22%
HFRG
222
Houlihan Financial Resource Group
Virginia
$5.96M +$46.4K +863 +0.8%
IC
223
IEQ Capital
California
$5.86M +$262K +4,868 +5%
IAN
224
Integrated Advisors Network
Texas
$5.7M +$398K +7,404 +8%
CFP
225
Cypress Financial Planning
New Jersey
$5.69M +$1.35M +25,075 +31%
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