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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 hedge funds and large institutions have $15.2B invested in iShares Core Dividend Growth ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 395 increasing their positions, 361 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.27%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
1.63%
New
70
Increased
395
Reduced
361
Closed
57
Calls
$16.8M
Puts
$9.36M
Net Calls
+$7.47M
Net Calls Change
-$40.5M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$114M
2
KAS
Kestra Advisory Services
Texas
+$69.8M
3
LPL Financial
LPL Financial
California
+$60.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$26.1M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$22.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$22.2M
4
MOS
MGO One Seven
Ohio
-$16.3M
5
PA
Prism Advisors
California
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWS
226
Yarger Wealth Strategies
Ohio
$6.45M +$27.1K +471 +0.4%
CWM
227
Connecticut Wealth Management
Connecticut
$6.39M -$120K -2,075 -2%
AWM
228
AE Wealth Management
Kansas
$6.36M +$4.59M +79,665 +259%
TW
229
TrinityPoint Wealth
Connecticut
$6.35M +$167K +2,899 +3%
GL
230
Graypoint LLC
New York
$6.35M -$30.8K -535 -0.5%
MOS
231
MGO One Seven
Ohio
$6.33M -$16.3M -283,297 -72%
CICC
232
Capital Investment Counsel (Colorado)
Colorado
$6.33M +$606K +10,521 +11%
AWM
233
Aprio Wealth Management
Georgia
$6.33M -$668K -11,592 -10%
PS
234
Principal Securities
Iowa
$6.32M -$3.97M -68,888 -39%
AGP
235
Autumn Glory Partners
Texas
$6.26M -$31.1K -540 -0.5%
MF
236
Meridian Financial
Massachusetts
$6.25M +$550K +9,543 +10%
FNC
237
First National Corp
Massachusetts
$6.19M +$667K +11,586 +12%
EL
238
EQ LLC
Washington
$6.11M -$3.74M -64,927 -38%
GRP
239
Global Retirement Partners
California
$6.09M +$512K +8,883 +9%
RFM
240
Royal Fund Management
Florida
$6.09M +$125K +2,161 +2%
BWS
241
Buck Wealth Strategies
Colorado
$5.97M +$5.97M +103,545 New
CPBTD
242
Central Pacific Bank - Trust Division
Hawaii
$5.87M +$3.87M +67,244 +194%
WS
243
Wela Strategies
Georgia
$5.84M +$379K +6,571 +7%
KWM
244
Kingsview Wealth Management
Oregon
$5.81M +$3.86K +67 +0.1%
FIM
245
Fernwood Investment Management
Massachusetts
$5.75M -$3.75K -65 -0.1%
FFS
246
Founders Financial Securities
Maryland
$5.74M +$1.43M +24,778 +33%
WIM
247
WealthPlan Investment Management
Nebraska
$5.7M +$158K +2,740 +3%
MFG
248
Merit Financial Group
Georgia
$5.62M +$34.8K +604 +0.6%
UCFA
249
United Capital Financial Advisors
Texas
$5.62M -$637K -11,053 -10%
SFPG
250
Stonebridge Financial Planning Group
Florida
$5.61M +$187K +3,241 +3%
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