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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 %
FP
326
Financial Perspectives
Minnesota
$2.69M +$179K +3,080 +7%
GI
327
GAMMA Investing
California
$2.68M +$2.39M +41,169 +836%
TCM
328
TD Capital Management
Tennessee
$2.67M -$720K -12,399 -21%
NFG
329
Northeast Financial Group
Pennsylvania
$2.66M -$508K -8,753 -16%
HBW
330
Hazlett, Burt & Watson
West Virginia
$2.65M +$32.4K +558 +1%
CA
331
Crewe Advisors
Utah
$2.62M -$1.8K -31 -0.1%
IWM
332
IHT Wealth Management
Illinois
$2.61M +$4.06K +70 +0.2%
AWA
333
Arete Wealth Advisors
Illinois
$2.61M +$6.56K +113 +0.3%
HIA
334
Harbor Investment Advisory
Maryland
$2.59M +$13.4K +231 +0.5%
KIA
335
KCM Investment Advisors
California
$2.57M -$5.92K -102 -0.2%
Brown Advisory
336
Brown Advisory
Maryland
$2.56M +$518K +8,922 +25%
OAM
337
Oak Asset Management
California
$2.55M -$5.81K -100 -0.2%
SIC
338
Samalin Investment Counsel
New York
$2.53M +$32.2K +554 +1%
Lazard Asset Management
339
Lazard Asset Management
New York
$2.52M -$421K -7,246 -14%
HR
340
Howe & Rusling
New York
$2.51M -$130K -2,233 -5%
FI
341
Financial Insights
Washington
$2.47M -$60.8K -1,048 -2%
HAC
342
Harbor Advisory Corp
New Hampshire
$2.43M -$338K -5,824 -12%
EWM
343
Echo Wealth Management
Minnesota
$2.41M -$802K -13,821 -25%
Focus Partners Wealth
344
Focus Partners Wealth
Massachusetts
$2.39M +$1.13M +19,420 +90%
SF
345
Synovus Financial
Georgia
$2.37M +$202K +3,482 +9%
IA
346
Insight Advisors
Pennsylvania
$2.37M -$220K -3,789 -9%
BC
347
Brio Consultants
California
$2.36M -$271K -4,670 -10%
LWL
348
Leo Wealth LLC
Texas
$2.35M -$289 -5 -0%
CFD
349
Creative Financial Designs
Indiana
$2.35M -$229K -3,937 -9%
WA
350
WBH Advisory
Maryland
$2.35M -$74.5K -1,283 -3%
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