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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 %
BWA
301
Beam Wealth Advisors
Louisiana
$4.45M +$134K +2,143 +3%
FFP
302
Forbes Financial Planning
Rhode Island
$4.42M +$104K +1,651 +2%
FLI
303
Family Legacy Inc
South Carolina
$4.37M -$155K -2,477 -3%
MSA
304
Marino Stram & Associates
Massachusetts
$4.35M -$14K -223 -0.3%
HA
305
Herold Advisors
New York
$4.31M +$4.2K +67 +0.1%
BBWP
306
Beacon Bridge Wealth Partners
Pennsylvania
$4.25M +$584K +9,318 +16%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$4.24M -$64.3M -1,025,178 -94%
LA
308
LexAurum Advisors
Kansas
$4.16M +$76.6K +1,222 +2%
KIG
309
Kowal Investment Group
Wisconsin
$4.1M +$277K +4,411 +7%
William Blair & Company
310
William Blair & Company
Illinois
$3.96M +$353K +5,630 +10%
1WA
311
180 Wealth Advisors
Washington
$3.88M -$442K -7,044 -10%
MFGM
312
Marshall Financial Group (Maryland)
Maryland
$3.84M -$14.4K -230 -0.4%
STA
313
Smith Thornton Advisors
Alabama
$3.79M -$1.88K -30 -0%
FAIM
314
Financial Advocates Investment Management
Washington
$3.68M +$50.8K +811 +1%
KBFS
315
Kohmann Bosshard Financial Services
Ohio
$3.64M – – –
HI
316
Harbour Investments
Wisconsin
$3.62M +$64.4K +1,027 +2%
PA
317
Pinnacle Associates
New York
$3.57M -$334K -6,212 -9%
GI
318
GAMMA Investing
California
$3.53M +$267K +4,259 +8%
LWA
319
Lantern Wealth Advisors
New York
$3.53M +$14.5K +232 +0.4%
Renaissance Technologies
320
Renaissance Technologies
New York
$3.49M +$1.98M +31,600 +132%
MYIA
321
Mount Yale Investment Advisors
Colorado
$3.46M +$90.8K +1,448 +3%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$3.45M +$1.34M +21,341 +63%
MWPCG
323
Measured Wealth Private Client Group
New Hampshire
$3.43M -$61.4K -980 -2%
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$3.42M +$3.42M +54,584 New
TPWM
325
Twelve Points Wealth Management
Massachusetts
$3.4M -$43.9K -700 -1%
11 12
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