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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.

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
1
Ameriprise
Minnesota
$671M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$448M
3
Morgan Stanley
3
Morgan Stanley
New York
$927M
4
LPL Financial
4
LPL Financial
California
$481M
5
LL
5
LWMG LLC
Minnesota
$45.5M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$1.23B
2
AWA
2
Arete Wealth Advisors
Illinois
$3.71B
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.28M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$381M
5
NFC
5
Northeast Financial Consultants
Connecticut
$69M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$3.71B 74,194 -2,347 -3%
FCAS
2
First Command Advisory Services
Texas
$1.23B 24,548,378 -9,050,630 -27%
Bank of America
3
Bank of America
North Carolina
$947M 18,931,857 +249,831 +1%
Morgan Stanley
4
Morgan Stanley
New York
$927M 18,545,890 +1,232,407 +7%
Ameriprise
5
Ameriprise
Minnesota
$671M 13,390,998 +1,878,104 +16%
LPL Financial
6
LPL Financial
California
$481M 9,610,886 +916,427 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$448M 8,961,133 +1,695,387 +23%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$432M 8,636,613 +905,189 +12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$413M 8,252,749 +161,581 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$381M 7,621,390 -366,557 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$377M 7,538,759 +642,123 +9%
CIA
12
Capital Investment Advisors
Georgia
$319M 6,389,348 +274,161 +4%
Wells Fargo
13
Wells Fargo
California
$292M 5,841,082 +550,597 +10%
UBS Group
14
UBS Group
Switzerland
$266M 5,327,604 +334,727 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$258M 5,156,161 +363,534 +8%
Goldman Sachs
16
Goldman Sachs
New York
$237M 4,740,599 -56,576 -1%
BlackRock
17
BlackRock
New York
$215M 4,308,671 +302,868 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$215M 4,305,026 +203,630 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$155M 3,106,392 +59,178 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$144M 2,886,223 +458,443 +19%
HighTower Advisors
21
HighTower Advisors
Illinois
$141M 2,822,591 +24,901 +0.9%
FCB
22
First Command Bank
Texas
$138M 2,761,678 +88,524 +3%
FCFS
23
First Command Financial Services
Texas
$138M 2,761,678 +88,524 +3%
Truist Financial
24
Truist Financial
North Carolina
$134M 2,679,394 +191,257 +8%
Mariner
25
Mariner
Kansas
$105M 2,101,542 +198,020 +10%
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