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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 %
WCG
326
Weaver Consulting Group
California
$2.9M – – –
RSS
327
Rosenblum Silverman Sutton
California
$2.88M -$28.2K -489 -1%
HH
328
Hilltop Holdings
Texas
$2.81M +$1.89M +32,836 +205%
FP
329
Financial Perspectives
Minnesota
$2.73M +$65.8K +1,142 +2%
EWM
330
EPG Wealth Management
Georgia
$2.72M -$2.89M -49,704 Closed
RA
331
RFG Advisory
Alabama
$2.72M +$25.3K +439 +0.9%
GC
332
Guidance Capital
Kentucky
$2.71M -$788K -13,073 -23%
TCM
333
TD Capital Management
Tennessee
$2.66M +$8.12K +141 +0.3%
IWM
334
IHT Wealth Management
Illinois
$2.65M +$59.3K +1,029 +2%
TC
335
TownSquare Capital
Utah
$2.63M +$1.1M +19,147 +72%
CA
336
Crewe Advisors
Utah
$2.61M +$17.5K +303 +0.7%
HBW
337
Hazlett, Burt & Watson
West Virginia
$2.61M -$20.5K -355 -0.8%
SIC
338
Samalin Investment Counsel
New York
$2.6M +$89.9K +1,561 +4%
HAS
339
HBW Advisory Services
California
$2.59M +$474K +8,233 +22%
CFGA
340
Cambridge Financial Group (Arizona)
Arizona
$2.59M -$17.7K -307 -0.7%
OAM
341
Oak Asset Management
California
$2.56M +$25.9K +450 +1%
HIA
342
Harbor Investment Advisory
Maryland
$2.54M -$26.2K -455 -1%
EWM
343
Echo Wealth Management
Minnesota
$2.54M +$140K +2,429 +6%
NFG
344
Northeast Financial Group
Pennsylvania
$2.49M -$157K -2,719 -6%
KIA
345
KCM Investment Advisors
California
$2.48M -$69.1K -1,200 -3%
SFG
346
Sowa Financial Group
Rhode Island
$2.42M -$1.37M -23,850 -36%
CFD
347
Creative Financial Designs
Indiana
$2.41M +$74.2K +1,288 +3%
IA
348
Insight Advisors
Pennsylvania
$2.4M +$46.8K +813 +2%
FI
349
Financial Insights
Washington
$2.36M -$88.7K -1,540 -4%
WWM
350
Western Wealth Management
Colorado
$2.36M +$44.1K +766 +2%
12 13
14
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