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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$561M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
3
LPL Financial
California
$691M
4
HI
4
Horizon Investments
North Carolina
$89.9M
5
SPC
5
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$458M
3
NA
3
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
GC
5
Gratus Capital
Georgia
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
251
Eagle Strategies
New York
$5.33M -$6.97M -120,031 -57%
HSWM
252
Hubbell Strickland Wealth Management
Louisiana
$5.24M +$203K +3,499 +4%
EWA
253
EP Wealth Advisors
California
$5.18M -$379K -6,520 -7%
ZIM
254
Zacks Investment Management
Illinois
$5.16M +$5.16M +88,921 New
FNC
255
First National Corp
Massachusetts
$5.16M – – –
PFA
256
Professional Financial Advisors
Nebraska
$5.13M +$228K +3,926 +5%
QCIG
257
Quad-Cities Investment Group
Iowa
$5.06M -$201K -3,465 -4%
US Bancorp
258
US Bancorp
Minnesota
$5.06M -$278K -4,786 -5%
DIA
259
Davidson Investment Advisors
Montana
$4.82M -$519K -8,937 -10%
SMC
260
Smith, Moore & Co
Missouri
$4.73M +$375K +6,460 +9%
VWA
261
Visionary Wealth Advisors
Illinois
$4.72M -$23.7K -409 -0.5%
HI
262
Harbour Investments
Wisconsin
$4.72M -$79.8K -1,375 -2%
NW
263
NewEdge Wealth
Pennsylvania
$4.71M +$741K +13,218 +19%
RJT
264
Raymond James Trust
Florida
$4.68M +$225K +3,879 +5%
TWA
265
Talisman Wealth Advisors
New Jersey
$4.66M +$674K +11,616 +17%
PCM
266
Parsons Capital Management
Rhode Island
$4.63M -$33.7K -580 -0.7%
SS
267
Sunbelt Securities
Texas
$4.61M -$870K -14,981 -16%
SI
268
Stephens Inc
Arkansas
$4.59M -$49.5K -853 -1%
Prudential Financial
269
Prudential Financial
New Jersey
$4.57M +$200K +3,444 +5%
HC
270
Hoese & Co
Minnesota
$4.53M -$10.4K -185 -0.2%
JWWM
271
Johnson & White Wealth Management
Pennsylvania
$4.51M +$386K +6,648 +9%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$4.49M +$172K +1,462 +4%
FAM
273
Family Asset Management
South Carolina
$4.41M +$232K +4,000 +6%
LA
274
LexAurum Advisors
Kansas
$4.37M +$96.7K +1,665 +2%
FFS
275
Founders Financial Securities
Maryland
$4.34M +$1.44M +24,851 +50%
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