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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

980 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, 360 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.25%
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
360
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 %
OP
251
ORG Partners
Indiana
$5.6M +$5.6M +97,357 New
HAG
252
HF Advisory Group
Maryland
$5.58M +$284K +4,933 +5%
PFG
253
Pacific Financial Group
Washington
$5.56M -$367K -6,377 -6%
GEA
254
Glen Eagle Advisors
New Jersey
$5.51M +$136K +2,365 +3%
IIC
255
Integrated Investment Consultants
Michigan
$5.45M – – –
TWC
256
TD Waterhouse Canada
Ontario, Canada
$5.44M +$1.39K +24 +0%
RWA
257
Redhawk Wealth Advisors
Minnesota
$5.41M -$1.18M -20,508 -18%
TCM
258
Towercrest Capital Management
Pennsylvania
$5.39M +$42.9K +744 +0.8%
AWM
259
Aspire Wealth Management
Massachusetts
$5.38M -$83.1K -1,442 -2%
HSWM
260
Hubbell Strickland Wealth Management
Louisiana
$5.3M +$108K +1,869 +2%
CAG
261
Csenge Advisory Group
Florida
$5.28M -$1.78M -30,910 -25%
PFA
262
Professional Financial Advisors
Nebraska
$5.25M +$154K +2,675 +3%
AIM
263
Alhambra Investment Management
Florida
$5.21M +$3.48M +60,330 +201%
SI
264
Stephens Inc
Arkansas
$5.21M +$654K +11,351 +14%
QCIG
265
Quad-Cities Investment Group
Iowa
$5.19M +$164K +2,846 +3%
RJT
266
Raymond James Trust
Florida
$5.16M +$513K +8,913 +11%
KPWS
267
Kestra Private Wealth Services
Texas
$5.12M -$3.55M -61,654 -41%
TWA
268
Talisman Wealth Advisors
New Jersey
$5.1M +$483K +8,379 +10%
US Bancorp
269
US Bancorp
Minnesota
$5.06M +$32.3K +561 +0.6%
JWWM
270
Johnson & White Wealth Management
Pennsylvania
$4.85M +$378K +6,558 +8%
NW
271
NewEdge Wealth
Pennsylvania
$4.84M +$346 +6 +0%
EWA
272
EP Wealth Advisors
California
$4.84M -$299K -5,186 -6%
VWA
273
Visionary Wealth Advisors
Illinois
$4.83M +$147K +2,553 +3%
SMC
274
Smith, Moore & Co
Missouri
$4.71M +$23K +400 +0.5%
DIA
275
Davidson Investment Advisors
Montana
$4.69M -$98.4K -1,708 -2%
9 10
11
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