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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
$561M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
LPL Financial
California
$691M
4
HI
Horizon Investments
North Carolina
$89.9M
5
SPC
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.1B
2
Ameriprise
Ameriprise
Minnesota
$458M
3
NA
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$132M
5
GC
Gratus Capital
Georgia
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
301
Valmark Advisers
Ohio
$3.36M +$147K +2,538 +5%
FAIM
302
Financial Advocates Investment Management
Washington
$3.32M +$99.2K +1,708 +3%
LWA
303
Lantern Wealth Advisors
New York
$3.25M -$53.6K -923 -2%
MWPCG
304
Measured Wealth Private Client Group
New Hampshire
$3.24M – – –
Renaissance Technologies
305
Renaissance Technologies
New York
$3.22M +$389K +6,700 +14%
GC
306
Guidance Capital
Kentucky
$3.22M -$510K -9,196 -14%
TPWM
307
Twelve Points Wealth Management
Massachusetts
$3.2M -$50.7K -873 -2%
GPA
308
Guidance Point Advisors
Massachusetts
$3.16M +$16.4K +282 +0.5%
AAS
309
Ameritas Advisory Services
Nebraska
$3.14M +$2.55M +45,368 +431%
MYIA
310
Mount Yale Investment Advisors
Colorado
$3.12M -$341K -5,881 -10%
KFGK
311
Keystone Financial Group (Kentucky)
Kentucky
$3.12M -$99.6K -1,715 -3%
SWM
312
Spire Wealth Management
Virginia
$3.1M -$285K -4,912 -8%
William Blair & Company
313
William Blair & Company
Illinois
$3.07M +$120K +2,062 +4%
ASFA
314
All Season Financial Advisors
Colorado
$2.96M +$1.08M +18,678 +58%
BBWP
315
Beacon Bridge Wealth Partners
Pennsylvania
$2.95M +$510K +8,785 +21%
RSS
316
Rosenblum Silverman Sutton
California
$2.93M -$104K -1,794 -3%
WCG
317
Weaver Consulting Group
California
$2.92M – – –
IA
318
IFP Advisors
Florida
$2.91M +$56.7K +977 +2%
BPA
319
Beacon Pointe Advisors
California
$2.9M +$561K +9,657 +24%
EWM
320
EPG Wealth Management
Georgia
$2.89M +$59.6K +1,026 +2%
JWM
321
JPL Wealth Management
Colorado
$2.88M +$973K +16,751 +51%
1832 Asset Management
322
1832 Asset Management
Ontario, Canada
$2.83M -$12.3M -212,170 -81%
RA
323
RFG Advisory
Alabama
$2.71M +$48.5K +836 +2%
FF
324
Fluent Financial
Texas
$2.69M +$47.1K +812 +2%
FHA
325
Flagship Harbor Advisors
Massachusetts
$2.69M -$21.5K -371 -0.8%
11 12
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