DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,036 hedge funds and large institutions have $16.9B invested in iShares Core Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 445 increasing their positions, 341 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.98%
Holding in Top 10
113
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.89%
% of All Funds
1.63%
New
100
Increased
445
Reduced
341
Closed
34
Calls
$95M
Puts
$715K
Net Calls
+$94.2M
Net Calls Change
+$86.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$154M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$71.6M
3
HI
Horizon Investments
North Carolina
+$52.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$43.9M
5
MML Investors Services
MML Investors Services
Massachusetts
+$40.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$114M
2
SFC
Strategic Financial Concepts
Texas
-$79.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$64.3M
4
SWP
Strategic Wealth Partners
Ohio
-$46.6M
5
BlackRock
BlackRock
New York
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
226
Eastern Bank
Massachusetts
$7.3M -$57.9K -924 -0.8%
AWM
227
AE Wealth Management
Kansas
$7.29M +$373K +5,957 +5%
MFG
228
Merit Financial Group
Georgia
$7.2M +$1.08M +17,293 +18%
LWA
229
Lineweaver Wealth Advisors
Ohio
$7.16M -$119K -1,900 -2%
CICC
230
Capital Investment Counsel (Colorado)
Colorado
$7.14M +$249K +3,971 +4%
YWS
231
Yarger Wealth Strategies
Ohio
$7.09M +$73K +1,165 +1%
MF
232
Meridian Financial
Massachusetts
$7.08M +$276K +4,401 +4%
HFRG
233
Houlihan Financial Resource Group
Virginia
$7.04M +$6.96K +111 +0.1%
TWC
234
TD Waterhouse Canada
Ontario, Canada
$7.02M +$1.15M +18,467 +20%
AWM
235
Aprio Wealth Management
Georgia
$7.01M +$120K +1,919 +2%
IAN
236
Integrated Advisors Network
Texas
$6.94M -$3.18M -50,672 -31%
TW
237
TrinityPoint Wealth
Connecticut
$6.92M +$7.52K +120 +0.1%
SIM
238
Stratos Investment Management
Ohio
$6.86M +$3.04M +48,507 +80%
AGP
239
Autumn Glory Partners
Texas
$6.76M -$47.5K -757 -0.7%
CWM
240
Connecticut Wealth Management
Connecticut
$6.76M -$198K -3,158 -3%
Prudential Financial
241
Prudential Financial
New Jersey
$6.75M +$2.82M +45,022 +72%
MOS
242
MGO One Seven
Ohio
$6.66M -$235K -3,742 -3%
GL
243
Graypoint LLC
New York
$6.64M -$265K -4,227 -4%
ASN
244
Advisory Services Network
Georgia
$6.59M – – –
FAM
245
Family Asset Management
South Carolina
$6.57M +$1.81M +28,800 +38%
PS
246
Principal Securities
Iowa
$6.56M -$320K -5,110 -5%
FNC
247
First National Corp
Massachusetts
$6.39M -$346K -5,521 -5%
GB
248
Gunma Bank
Japan
$6.21M +$6.21M +99,000 New
HAG
249
HF Advisory Group
Maryland
$6.18M +$102K +1,627 +2%
SFPG
250
Stonebridge Financial Planning Group
Florida
$6.18M +$74.2K +1,183 +1%
8 9
10
11 12