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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.

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
1
Ameriprise
Minnesota
$512M
2
HI
2
Horizon Investments
North Carolina
$51.3M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$344M
4
WIM
4
WealthPlan Investment Management
Nebraska
$25M
5
NA
5
NewEdge Advisors
Louisiana
$38M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$770M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$16.6M
3
CCA
3
Conservest Capital Advisors
Pennsylvania
$25.9M
4
CWA
4
Choice Wealth Advisors
Maine
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$32M
Name Market Value Shares Shares
Change 		Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$1.49B 33,599,008 -67,895 -0.2%
Bank of America
2
Bank of America
North Carolina
$831M 18,682,026 +548,805 +3%
Morgan Stanley
3
Morgan Stanley
New York
$770M 17,313,483 -953,768 -5%
Ameriprise
4
Ameriprise
Minnesota
$512M 11,512,894 +2,212,933 +24%
LPL Financial
5
LPL Financial
California
$387M 8,694,459 +144,219 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$360M 8,091,168 +140,492 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$355M 7,987,947 -220,095 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$344M 7,731,424 +601,589 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$323M 7,265,746 +386,551 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$307M 6,896,636 +352,559 +5%
CIA
11
Capital Investment Advisors
Georgia
$272M 6,115,187 +326,461 +6%
Wells Fargo
12
Wells Fargo
California
$235M 5,290,485 +306,216 +6%
UBS Group
13
UBS Group
Switzerland
$222M 4,992,877 +91,221 +2%
Goldman Sachs
14
Goldman Sachs
New York
$213M 4,797,175 +8,685 +0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$213M 4,792,627 +287,995 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$182M 4,101,396 +100,765 +3%
BlackRock
17
BlackRock
New York
$178M 4,005,803 -200,545 -5%
MML Investors Services
18
MML Investors Services
Massachusetts
$136M 3,047,214 +132,819 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$124M 2,797,690 +58,364 +2%
FCB
20
First Command Bank
Texas
$119M 2,673,154 -109,968 -4%
FCFS
21
First Command Financial Services
Texas
$119M 2,673,154 -109,968 -4%
Truist Financial
22
Truist Financial
North Carolina
$111M 2,488,137 +74,245 +3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$108M 2,427,780 +6,392 +0.3%
RJA
24
Raymond James & Associates
Florida
$91.5M 2,056,757 +36,514 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$87.2M 1,960,545 +74,484 +4%
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