DGRO icon

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.

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

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$11.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60.5M
3
BlackRock
3
BlackRock
New York
$140M
4
HI
4
Horizon Investments
North Carolina
$56.4K
5
Ameriprise
5
Ameriprise
Minnesota
$620M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$941M 18,831,653 -100,204 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$939M 18,783,500 +237,610 +1%
Ameriprise
3
Ameriprise
Minnesota
$620M 12,294,996 -1,096,002 -8%
LPL Financial
4
LPL Financial
California
$522M 10,446,138 +835,252 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$468M 9,363,599 +1,110,850 +13%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$440M 8,811,325 +174,712 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$435M 8,701,101 -260,032 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$362M 7,248,648 -372,742 -5%
CIA
9
Capital Investment Advisors
Georgia
$327M 6,547,259 +157,911 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$272M 5,440,191 +284,030 +6%
UBS Group
11
UBS Group
Switzerland
$261M 5,216,016 -111,588 -2%
Wells Fargo
12
Wells Fargo
California
$258M 5,166,061 -675,021 -12%
Goldman Sachs
13
Goldman Sachs
New York
$240M 4,799,243 +58,644 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$207M 4,143,358 -161,668 -4%
Wealthfront Advisers
15
Wealthfront Advisers
California
$171M 3,428,118 +3,106,287 +965%
MML Investors Services
16
MML Investors Services
Massachusetts
$156M 3,111,532 +5,140 +0.2%
Truist Financial
17
Truist Financial
North Carolina
$147M 2,939,945 +260,551 +10%
BlackRock
18
BlackRock
New York
$140M 2,807,587 -1,501,084 -35%
HighTower Advisors
19
HighTower Advisors
Illinois
$121M 2,423,230 -399,361 -14%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$109M 2,171,967 +85,975 +4%
Mariner
21
Mariner
Kansas
$108M 2,170,094 +68,552 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$102M 2,032,162 +91,441 +5%
Stifel Financial
23
Stifel Financial
Missouri
$92.6M 1,852,920 +1,257,796 +211%
RJA
24
Raymond James & Associates
Florida
$92.6M 1,851,748 -78,779 -4%
FCB
25
First Command Bank
Texas
$88.3M 1,766,395 -995,283 -36%
1
2 3 4 5