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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.26%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
1
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$206M
3
AT
3
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
5
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
2
BlackRock
New York
$47.5M
3
DI
3
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
4
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$419M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$939M 18,957,814 -202,934 -1%
Bank of America
2
Bank of America
North Carolina
$910M 18,373,280 -74,616 -0.4%
LPL Financial
3
LPL Financial
California
$526M 10,626,839 +511,407 +5%
Ameriprise
4
Ameriprise
Minnesota
$487M 9,860,579 -609,134 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$436M 8,801,346 -86,275 -1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$432M 8,730,680 -86,507 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$419M 8,457,901 -546,648 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$382M 7,712,132 -373,941 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$349M 7,049,865 -384,435 -5%
CIA
10
Capital Investment Advisors
Georgia
$339M 6,841,471 +172,031 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$277M 5,601,527 +280,775 +5%
UBS Group
12
UBS Group
Switzerland
$253M 5,100,464 +18,497 +0.4%
Goldman Sachs
13
Goldman Sachs
New York
$243M 4,912,615 +7,546 +0.2%
Wells Fargo
14
Wells Fargo
California
$234M 4,734,053 -240,080 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$208M 4,197,876 +184,052 +5%
Wealthfront Advisers
16
Wealthfront Advisers
California
$206M 4,153,422 +1,231,332 +42%
MML Investors Services
17
MML Investors Services
Massachusetts
$169M 3,409,106 +41,067 +1%
Truist Financial
18
Truist Financial
North Carolina
$163M 3,299,904 +92,170 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$136M 2,747,732 +44,572 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$136M 2,748,086 -95,655 -3%
Mariner
21
Mariner
Kansas
$106M 2,138,321 -59,195 -3%
AT
22
American Trust
Kentucky
$98.4M 1,986,876 +875,601 +79%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$97M 1,957,499 -100,260 -5%
Stifel Financial
24
Stifel Financial
Missouri
$94.6M 1,910,819 +66,231 +4%
RJA
25
Raymond James & Associates
Florida
$89.1M 1,798,517 +18,387 +1%
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