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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 %
HAS
351
HBW Advisory Services
California
$2.75M -$70.7K -1,128 -3%
TCM
352
TD Capital Management
Tennessee
$2.75M -$147K -2,349 -5%
CFGA
353
Cambridge Financial Group (Arizona)
Arizona
$2.74M -$74.3K -1,185 -3%
HBW
354
Hazlett, Burt & Watson
West Virginia
$2.72M -$120K -1,913 -4%
MI
355
Moneywise Inc
Virginia
$2.71M +$2.71M +43,303 New
FWA
356
FSC Wealth Advisors
New York
$2.71M +$2.71M +43,173 New
WWA
357
WCG Wealth Advisors
Nevada
$2.69M +$159K +2,530 +6%
TC
358
TownSquare Capital
Utah
$2.68M -$181K -2,883 -6%
GFG
359
Goldstone Financial Group
Illinois
$2.67M +$441K +7,031 +20%
EWM
360
Echo Wealth Management
Minnesota
$2.63M -$142K -2,251 -5%
CFD
361
Creative Financial Designs
Indiana
$2.63M +$7.15K +114 +0.3%
EWM
362
EPG Wealth Management
Georgia
$2.59M +$2.59M +41,239 New
BEI
363
Benjamin Edwards Inc
Missouri
$2.58M +$2.56M +40,816 +15,638%
CA
364
Claro Advisors
Massachusetts
$2.56M +$1.29M +20,555 +102%
LWL
365
Leo Wealth LLC
Texas
$2.55M +$2.88K +46 +0.1%
KIA
366
KCM Investment Advisors
California
$2.54M -$159K -2,543 -6%
AWM
367
Axxcess Wealth Management
California
$2.53M +$221K +3,529 +10%
I
368
INVST
Indiana
$2.53M +$738K +11,780 +41%
SPC
369
Spirepoint Private Client
Florida
$2.53M +$34.1K +544 +1%
MCC
370
Maiden Cove Capital
Maine
$2.52M +$81.2K +1,296 +3%
3F
371
360 Financial
Minnesota
$2.51M +$66.5K +1,060 +3%
WWM
372
Western Wealth Management
Colorado
$2.51M -$59.2K -944 -2%
VCA
373
Verdence Capital Advisors
Maryland
$2.49M +$188K +3,004 +8%
WA
374
Westfuller Advisors
New York
$2.48M +$2.48M +39,535 New
TFA
375
Tranquilli Financial Advisor
New Jersey
$2.47M +$1.29M +20,624 +109%
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