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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 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, 361 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.27%
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
361
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 %
PCM
276
Parsons Capital Management
Rhode Island
$4.61M +$10.4K +180 +0.2%
SS
277
Sunbelt Securities
Texas
$4.57M -$1.61K -28 -0%
HC
278
Hoese & Co
Minnesota
$4.53M -$113K -1,965 -2%
CFP
279
Cascade Financial Partners
California
$4.52M +$90.2K +1,565 +2%
CWM
280
Castle Wealth Management
Florida
$4.46M -$963K -16,712 -18%
FAM
281
Family Asset Management
South Carolina
$4.38M -$3.92K -68 -0.1%
LFAS
282
Level Four Advisory Services
Texas
$4.28M -$134K -2,332 -3%
FA
283
Fermata Advisors
California
$4.2M -$71.5K -1,241 -2%
RTL
284
Red Tortoise LLC
Georgia
$4.2M +$24.2K +420 +0.6%
PA
285
Pinnacle Associates
New York
$4.18M +$83.8K +1,455 +2%
FLI
286
Family Legacy Inc
South Carolina
$4.16M +$81.3K +1,411 +2%
TP
287
Tranquility Partners
Tennessee
$4.15M +$50.2K +871 +1%
1WA
288
180 Wealth Advisors
Washington
$4.04M -$280K -4,767 -6%
MSA
289
Marino Stram & Associates
Massachusetts
$4.01M -$154K -2,673 -4%
FFP
290
Forbes Financial Planning
Rhode Island
$3.97M +$51.3K +890 +1%
BWA
291
Beam Wealth Advisors
Louisiana
$3.97M +$3.97M +68,838 New
CPIA
292
Cornell Pochily Investment Advisors
New York
$3.96M +$185K +3,205 +5%
HA
293
Herold Advisors
New York
$3.95M +$73.1K +1,269 +2%
VA
294
Valmark Advisers
Ohio
$3.87M +$537K +9,319 +16%
GVAG
295
Great Valley Advisor Group
Delaware
$3.82M +$205K +3,566 +6%
SSWM
296
Sheets Smith Wealth Management
North Carolina
$3.82M +$47.6K +827 +1%
LA
297
LexAurum Advisors
Kansas
$3.75M -$580K -10,062 -13%
AWA
298
Arete Wealth Advisors
Illinois
$3.64M +$1.06M +18,456 +41%
Prudential Financial
299
Prudential Financial
New Jersey
$3.61M -$922K -16,009 -20%
MFGM
300
Marshall Financial Group (Maryland)
Maryland
$3.55M -$11.6K -201 -0.3%
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