DGRO icon

iShares Core Dividend Growth ETF

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
276
Theory Financial
Colorado
$3.9M +$111K +2,071 +3%
MSA
277
Marino Stram & Associates
Massachusetts
$3.89M +$1.04M +19,303 +36%
RTL
278
Red Tortoise LLC
Georgia
$3.88M +$56.9K +1,057 +1%
FAM
279
Family Asset Management
South Carolina
$3.88M -$1.02M -18,864 -21%
CFS
280
CGC Financial Services
Oregon
$3.83M +$3.76M +69,873 +5,667%
TP
281
Tranquility Partners
Tennessee
$3.83M -$618K -11,489 -14%
CPIA
282
Cornell Pochily Investment Advisors
New York
$3.82M -$40.5K -752 -1%
JWWM
283
Johnson & White Wealth Management
Pennsylvania
$3.82M -$192K -3,560 -5%
NW
284
NewEdge Wealth
Pennsylvania
$3.81M +$915 +17 +0%
GBWM
285
Granite Bay Wealth Management
New Hampshire
$3.74M -$775K -15,284 -17%
LWA
286
LWS Wealth Advisors
New Jersey
$3.7M +$101K +1,870 +3%
TWA
287
Talisman Wealth Advisors
New Jersey
$3.69M +$642K +11,922 +21%
CICC
288
Capital Investment Counsel (Colorado)
Colorado
$3.68M +$3.68M +68,306 New
MWA
289
Midland Wealth Advisors
Illinois
$3.65M +$3.65M +67,750 New
GC
290
Guidance Capital
Kentucky
$3.63M +$346K +6,408 +11%
PA
291
Pinnacle Associates
New York
$3.57M +$113K +2,102 +3%
SFG
292
Sowa Financial Group
Rhode Island
$3.55M -$1.23M -22,850 -26%
FFP
293
Forbes Financial Planning
Rhode Island
$3.48M +$212K +3,936 +6%
FA
294
FDx Advisors
Illinois
$3.43M +$956K +17,765 +39%
Westfield Capital Management
295
Westfield Capital Management
Massachusetts
$3.41M +$3.41M +63,370 New
BFA
296
Beacon Financial Advisory
Ohio
$3.35M -$436K -8,096 -12%
BMWM
297
Brown Miller Wealth Management
Virginia
$3.34M +$3.34M +62,119 New
BG
298
Benedetti & Gucer
Georgia
$3.34M +$283K +5,254 +9%
PCA
299
Prosperity Capital Advisors
Ohio
$3.29M -$456K -8,477 -12%
MYIA
300
Mount Yale Investment Advisors
Colorado
$3.21M -$563K -10,454 -15%