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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 %
BWS
251
Buck Wealth Strategies
Colorado
$6.17M -$317K -5,052 -5%
SEM
252
Strategic Equity Management
Arizona
$6.09M +$6.09M +97,196 New
PCG
253
Prosperity Consulting Group
Maryland
$6.04M +$6.04M +96,425 New
CFGS
254
Concourse Financial Group Securities
Alabama
$5.98M +$4.03M +64,350 +207%
UCFA
255
United Capital Financial Advisors
Texas
$5.97M -$146K -2,331 -2%
WS
256
Wela Strategies
Georgia
$5.96M -$390K -6,219 -6%
GEA
257
Glen Eagle Advisors
New Jersey
$5.95M -$43.5K -694 -0.7%
TCM
258
Towercrest Capital Management
Pennsylvania
$5.91M +$39.9K +636 +0.7%
IIC
259
Integrated Investment Consultants
Michigan
$5.88M – – –
SI
260
Stephens Inc
Arkansas
$5.87M +$206K +3,288 +4%
QCIG
261
Quad-Cities Investment Group
Iowa
$5.8M +$156K +2,488 +3%
AWM
262
Aspire Wealth Management
Massachusetts
$5.8M -$60.7K -968 -1%
HSWM
263
Hubbell Strickland Wealth Management
Louisiana
$5.77M -$2.13K -34 -0%
CAG
264
Csenge Advisory Group
Florida
$5.77M -$28.3K -447 -0.5%
PFA
265
Professional Financial Advisors
Nebraska
$5.76M +$50.3K +802 +0.9%
HH
266
Hilltop Holdings
Texas
$5.72M +$2.66M +42,442 +87%
US Bancorp
267
US Bancorp
Minnesota
$5.68M +$182K +2,897 +3%
PCM
268
Parsons Capital Management
Rhode Island
$5.65M +$635K +10,122 +13%
NW
269
NewEdge Wealth
Pennsylvania
$5.62M +$354K +5,654 +7%
TWA
270
Talisman Wealth Advisors
New Jersey
$5.6M +$72.7K +1,165 +1%
AIM
271
Alhambra Investment Management
Florida
$5.56M -$111K -1,769 -2%
JWWM
272
Johnson & White Wealth Management
Pennsylvania
$5.47M +$196K +3,126 +4%
RJT
273
Raymond James Trust
Florida
$5.42M -$187K -2,978 -3%
SMC
274
Smith, Moore & Co
Missouri
$5.42M +$292K +4,653 +6%
RWA
275
Redhawk Wealth Advisors
Minnesota
$5.4M -$486K -7,751 -8%
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