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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 %
ACM
276
Absolute Capital Management
Pennsylvania
$5.27M +$5.27M +84,140 New
SC
277
Stephens Consulting
Michigan
$5.22M +$4.89M +78,038 +1,483%
VWA
278
Visionary Wealth Advisors
Illinois
$5.22M -$37.5K -598 -0.7%
VA
279
Valmark Advisers
Ohio
$5.21M +$1,000K +15,949 +24%
WA
280
WBH Advisory
Maryland
$5.2M +$2.75M +43,814 +112%
EWA
281
EP Wealth Advisors
California
$5.18M -$79.2K -1,264 -2%
PFG
282
Pacific Financial Group
Washington
$5.15M -$901K -14,378 -15%
PA
283
Prism Advisors
California
$5.09M -$4.73M -75,466 -48%
SS
284
Sunbelt Securities
Texas
$5.07M +$100K +1,595 +2%
CFP
285
Cascade Financial Partners
California
$4.99M +$25.3K +400 +0.5%
OP
286
ORG Partners
Indiana
$4.97M -$1.13M -18,079 -19%
Northern Trust
287
Northern Trust
Illinois
$4.94M +$1.19M +18,962 +32%
AWA
288
Arete Wealth Advisors
Illinois
$4.91M +$953K +15,267 +24%
HC
289
Hoese & Co
Minnesota
$4.89M -$36.7K -586 -0.7%
IWM
290
IHT Wealth Management
Illinois
$4.89M +$2.01M +32,055 +70%
Cerity Partners
291
Cerity Partners
New York
$4.8M +$1.52M +24,209 +46%
CPBTD
292
Central Pacific Bank - Trust Division
Hawaii
$4.8M -$1.59M -25,324 -25%
GAM
293
Gotham Asset Management
New York
$4.7M +$1.08M +17,287 +30%
FFS
294
Founders Financial Securities
Maryland
$4.66M -$1.58M -25,236 -25%
CPIA
295
Cornell Pochily Investment Advisors
New York
$4.64M +$329K +5,254 +8%
LFAS
296
Level Four Advisory Services
Texas
$4.64M +$31K +501 +0.7%
RTL
297
Red Tortoise LLC
Georgia
$4.6M +$29.5K +471 +0.6%
GVAG
298
Great Valley Advisor Group
Delaware
$4.6M +$440K +7,016 +11%
FA
299
Fermata Advisors
California
$4.54M -$37.4K -597 -0.8%
TP
300
Tranquility Partners
Tennessee
$4.46M -$54K -862 -1%
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