DGRO icon

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 %
KIG
301
Kowal Investment Group
Wisconsin
$3.51M +$1.91M +33,142 +119%
SIM
302
Stratos Investment Management
Ohio
$3.51M +$2.58M +44,803 +278%
STA
303
Smith Thornton Advisors
Alabama
$3.48M +$3.48M +60,483 New
Northern Trust
304
Northern Trust
Illinois
$3.45M -$55.2K -959 -2%
BBWP
305
Beacon Bridge Wealth Partners
Pennsylvania
$3.37M +$442K +7,665 +15%
MWM
306
MBE Wealth Management
Wisconsin
$3.37M -$297K -5,147 -8%
KBFS
307
Kohmann Bosshard Financial Services
Ohio
$3.34M -$115 -2 -0%
FAIM
308
Financial Advocates Investment Management
Washington
$3.34M +$44.6K +774 +1%
GAM
309
Gotham Asset Management
New York
$3.33M +$2.16M +37,488 +185%
William Blair & Company
310
William Blair & Company
Illinois
$3.31M +$263K +4,572 +9%
AAS
311
Ameritas Advisory Services
Nebraska
$3.26M +$44.9K +779 +1%
HI
312
Harbour Investments
Wisconsin
$3.26M -$1.42M -24,565 -30%
LWA
313
Lantern Wealth Advisors
New York
$3.23M -$3.17K -55 -0.1%
MWPCG
314
Measured Wealth Private Client Group
New Hampshire
$3.21M – – –
TPWM
315
Twelve Points Wealth Management
Massachusetts
$3.16M -$16.6K -288 -0.5%
GPA
316
Guidance Point Advisors
Massachusetts
$3.15M +$15.8K +275 +0.5%
MYIA
317
Mount Yale Investment Advisors
Colorado
$3.09M -$1.96K -34 -0.1%
HR
318
Howe & Rusling
New York
$3.09M +$592K +10,280 +24%
Cerity Partners
319
Cerity Partners
New York
$3.02M +$909K +15,783 +43%
BPA
320
Beacon Pointe Advisors
California
$3.02M +$141K +2,454 +5%
FWM
321
Forza Wealth Management
Florida
$3M +$1.05M +18,150 +53%
JWM
322
JPL Wealth Management
Colorado
$3M +$147K +2,560 +5%
GI
323
GAMMA Investing
California
$3M +$342K +5,936 +13%
Pathstone Holdings
324
Pathstone Holdings
New Jersey
$2.95M +$1.23M +21,406 +72%
IA
325
IFP Advisors
Florida
$2.95M +$66.7K +1,158 +2%
11 12
13
14 15