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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 %
BPA
326
Beacon Pointe Advisors
California
$3.38M +$97.1K +1,549 +3%
MWM
327
MBE Wealth Management
Wisconsin
$3.37M -$294K -4,690 -8%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$3.37M -$787K -12,547 -19%
GPA
329
Guidance Point Advisors
Massachusetts
$3.35M -$78.5K -1,252 -2%
FWM
330
Forza Wealth Management
Florida
$3.26M -$12.5K -200 -0.4%
HR
331
Howe & Rusling
New York
$3.25M -$109K -1,745 -3%
Pathstone Holdings
332
Pathstone Holdings
New Jersey
$3.19M -$25.7K -410 -0.8%
FP
333
Financial Perspectives
Minnesota
$3.16M +$186K +2,969 +6%
WCG
334
Weaver Consulting Group
California
$3.15M – – –
IA
335
IFP Advisors
Florida
$3.13M -$77.7K -1,239 -2%
Brown Advisory
336
Brown Advisory
Maryland
$3.04M +$577K +9,204 +23%
KWA
337
Kingswood Wealth Advisors
California
$3.03M +$1.46M +23,235 +93%
FHA
338
Flagship Harbor Advisors
Massachusetts
$2.99M +$2.99M +47,701 New
GS
339
GTS Securities
New York
$2.98M +$2.98M +47,540 New
RSS
340
Rosenblum Silverman Sutton
California
$2.98M -$156K -2,485 -5%
SF
341
Synovus Financial
Georgia
$2.98M +$416K +6,638 +16%
FIM
342
Fernwood Investment Management
Massachusetts
$2.9M -$3.36M -53,596 -54%
GLA
343
Good Life Advisors
Pennsylvania
$2.89M +$2.05M +32,677 +244%
CA
344
Crewe Advisors
Utah
$2.85M +$9.34K +149 +0.3%
RA
345
RFG Advisory
Alabama
$2.85M -$107K -1,711 -4%
FFA
346
First Foundation Advisors
California
$2.83M +$714K +11,382 +34%
SIC
347
Samalin Investment Counsel
New York
$2.82M -$10.8K -172 -0.4%
HIA
348
Harbor Investment Advisory
Maryland
$2.81M +$41K +654 +1%
GC
349
Guidance Capital
Kentucky
$2.79M -$76K -1,190 -3%
OAM
350
Oak Asset Management
California
$2.79M +$6.27K +100 +0.2%
12 13
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