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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 %
WANY
376
Wealthspire Advisors (New York)
New York
$1.97M -$85.3K -1,469 -4%
HIS
377
Horizon Investment Services
Indiana
$1.97M -$7.14K -123 -0.4%
SS
378
Sound Stewardship
Kansas
$1.97M -$79.9K -1,376 -4%
SC
379
Scotia Capital
Ontario, Canada
$1.96M -$17.3K -298 -0.9%
RA
380
Rodgers & Associates
Pennsylvania
$1.95M -$620K -10,670 -24%
IF
381
Intrua Financial
Texas
$1.94M +$42K +723 +2%
AA
382
Advisory Alpha
Michigan
$1.9M -$2.15K -37 -0.1%
CWM
383
Centurion Wealth Management
Virginia
$1.89M -$30.4K -523 -2%
CA
384
CoreCap Advisors
Michigan
$1.88M +$30.4K +523 +2%
AWMS
385
Advocacy Wealth Management Services
Georgia
$1.87M -$8.88M -152,981 -83%
MWA
386
Midland Wealth Advisors
Illinois
$1.87M -$2.07M -35,615 -53%
SAW
387
Signal Advisors Wealth
Michigan
$1.85M -$749K -12,895 -29%
SFO
388
Stokes Family Office
Louisiana
$1.85M +$35.4K +610 +2%
Vanguard Group
389
Vanguard Group
Pennsylvania
$1.85M +$45.3K +780 +3%
RSWM
390
Robertson Stephens Wealth Management
California
$1.83M – – –
OCM
391
Objective Capital Management
Ohio
$1.81M +$30.7K +528 +2%
EWA
392
Exencial Wealth Advisors
Oklahoma
$1.79M -$190K -3,264 -10%
TVAMP
393
Tennessee Valley Asset Management Partners
Tennessee
$1.79M -$1.6M -27,622 -47%
JC
394
JB Capital
Connecticut
$1.79M +$51.1K +880 +3%
AWM
395
AE Wealth Management
Kansas
$1.78M -$40.8M -702,753 -96%
WN
396
Williams & Novak
California
$1.78M – – –
IWA
397
Icon Wealth Advisors
Texas
$1.77M -$49.3K -849 -3%
HTC
398
Haverford Trust Company
Pennsylvania
$1.77M -$321K -5,529 -15%
PCA
399
Prosperity Capital Advisors
Ohio
$1.77M -$1.78M -30,712 -50%
AIM
400
Alhambra Investment Management
Florida
$1.75M +$1.38M +23,704 +372%
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