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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 %
PCIA
351
Prime Capital Investment Advisors
Kansas
$2.35M -$204K -3,521 -8%
WWM
352
Western Wealth Management
Colorado
$2.33M +$98.9K +1,703 +4%
WA
353
Westfuller Advisors
New York
$2.3M +$2.3M +39,535 New
SIC
354
Sterling Investment Counsel
New York
$2.29M -$9.46K -163 -0.4%
3F
355
360 Financial
Minnesota
$2.26M -$67.5K -1,162 -3%
MMPW
356
Mitchell McLeod Pugh & Williams
Alabama
$2.19M – – –
SPC
357
Spirepoint Private Client
Florida
$2.18M +$2.18M +37,497 New
GCM
358
Gallacher Capital Management
Colorado
$2.17M +$317K +5,456 +17%
EDRIA
359
Edmonds Duncan Registered Investment Advisors
Kansas
$2.16M -$41.9K -722 -2%
ICM
360
Islay Capital Management
Texas
$2.16M +$125K +2,161 +6%
VCA
361
Verdence Capital Advisors
Maryland
$2.14M +$117K +2,012 +6%
GF
362
Gries Financial
Ohio
$2.14M +$2.14M +36,802 New
BFEC
363
Benjamin F. Edwards & Company
Missouri
$2.13M +$323K +5,568 +18%
Cerity Partners
364
Cerity Partners
New York
$2.13M -$1.16M -19,991 -35%
GWM
365
Geneos Wealth Management
Colorado
$2.11M +$5.05K +87 +0.2%
KA
366
Kovack Advisors
Florida
$2.06M +$9.52K +164 +0.5%
FG
367
Fiduciary Group
Georgia
$2.06M -$162K -2,782 -7%
SEP
368
Southland Equity Partners
Missouri
$2.04M +$8.94K +154 +0.4%
CRC
369
Curi RMB Capital
Illinois
$2.01M +$756K +13,014 +60%
CPBTD
370
Central Pacific Bank - Trust Division
Hawaii
$2M +$2M +34,696 New
GA
371
GSG Advisors
New Jersey
$2M -$5.39K -94 -0.3%
B
372
Bailard
California
$1.99M -$60.6K -1,044 -3%
NAM
373
Nissay Asset Management
Japan
$1.98M – – –
HAS
374
HBW Advisory Services
California
$1.98M – – –
FWM
375
Forza Wealth Management
Florida
$1.97M +$113K +1,940 +6%
13 14
15
16 17