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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 %
SF
351
Synovus Financial
Georgia
$2.35M +$1.04K +18 +0%
LWL
352
Leo Wealth LLC
Texas
$2.33M -$9.83K -171 -0.4%
WWA
353
WCG Wealth Advisors
Nevada
$2.32M +$2.32M +40,328 New
SPC
354
Spirepoint Private Client
Florida
$2.29M +$129K +2,243 +6%
Brown Advisory
355
Brown Advisory
Maryland
$2.27M -$272K -4,713 -11%
GWM
356
Geneos Wealth Management
Colorado
$2.27M +$171K +2,975 +8%
LFG
357
Larson Financial Group
Missouri
$2.26M +$2.11M +36,675 +1,450%
WA
358
WBH Advisory
Maryland
$2.26M -$76.2K -1,323 -3%
3F
359
360 Financial
Minnesota
$2.24M -$518 -9 -0%
MCC
360
Maiden Cove Capital
Maine
$2.24M +$2.24M +38,874 New
MMPW
361
Mitchell McLeod Pugh & Williams
Alabama
$2.22M +$51.2K +889 +2%
HAC
362
Harbor Advisory Corp
New Hampshire
$2.19M -$215K -3,726 -9%
GCM
363
Gallacher Capital Management
Colorado
$2.18M +$28K +486 +1%
EDRIA
364
Edmonds Duncan Registered Investment Advisors
Kansas
$2.15M – – –
AWM
365
Axxcess Wealth Management
California
$2.12M +$2.12M +36,885 New
BFEC
366
Benjamin F. Edwards & Company
Missouri
$2.12M +$2.48K +43 +0.1%
VCA
367
Verdence Capital Advisors
Maryland
$2.11M -$8.76K -152 -0.4%
ICM
368
Islay Capital Management
Texas
$2.11M -$27.3K -474 -1%
SIC
369
Sterling Investment Counsel
New York
$2.1M -$171K -2,969 -8%
KA
370
Kovack Advisors
Florida
$2.07M +$24.3K +422 +1%
SFC
371
Strategic Financial Concepts
Texas
$2.07M +$1.97M +1,223,349 +1,953%
PCIA
372
Prime Capital Investment Advisors
Kansas
$2.06M -$267K -4,631 -11%
BC
373
Brio Consultants
California
$2.05M -$290K -5,041 -12%
GFG
374
Goldstone Financial Group
Illinois
$2.05M +$643K +11,165 +46%
GA
375
GSG Advisors
New Jersey
$2.05M +$40.6K +707 +2%
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15
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