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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.

Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.08%
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
1
Morgan Stanley
New York
$2.1B
2
BlackRock
2
BlackRock
New York
$393M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$397M
4
Goldman Sachs
4
Goldman Sachs
New York
$327M
5
GWA
5
Gratus Wealth Advisors
Virginia
$54.7M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.97M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$177M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$434M
4
SPC
4
Sigma Planning Corp
Michigan
$20.5M
5
UBS Group
5
UBS Group
Switzerland
$253M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.1B 39,100,598 +20,142,784 +106%
Bank of America
2
Bank of America
North Carolina
$976M 18,131,155 -242,125 -1%
LPL Financial
3
LPL Financial
California
$600M 11,156,205 +529,366 +5%
Ameriprise
4
Ameriprise
Minnesota
$542M 10,080,049 +219,470 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$472M 8,771,999 -29,347 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$460M 8,543,205 +85,304 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$436M 8,109,817 +397,685 +5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$434M 8,055,299 -675,381 -8%
Wealthfront Advisers
9
Wealthfront Advisers
California
$397M 7,369,653 +3,216,231 +77%
BlackRock
10
BlackRock
New York
$393M 7,306,106 +6,347,606 +662%
CIA
11
Capital Investment Advisors
Georgia
$378M 7,024,881 +183,410 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$376M 6,986,743 -63,122 -0.9%
Goldman Sachs
13
Goldman Sachs
New York
$327M 6,070,759 +1,158,144 +24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$306M 5,685,527 +84,000 +1%
Wells Fargo
15
Wells Fargo
California
$283M 5,252,724 +518,671 +11%
UBS Group
16
UBS Group
Switzerland
$253M 4,704,853 -395,611 -8%
Truist Financial
17
Truist Financial
North Carolina
$185M 3,434,189 +134,285 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$177M 3,286,233 -911,643 -22%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$172M 3,189,377 +441,291 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
$170M 3,164,171 -244,935 -7%
HighTower Advisors
21
HighTower Advisors
Illinois
$160M 2,967,232 +219,500 +8%
RJA
22
Raymond James & Associates
Florida
$135M 2,514,004 +715,487 +40%
Mariner
23
Mariner
Kansas
$123M 2,278,414 +140,093 +7%
AT
24
American Trust
Kentucky
$111M 2,063,960 +77,084 +4%
Stifel Financial
25
Stifel Financial
Missouri
$106M 1,975,056 +64,237 +3%
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