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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 %
SEP
376
Southland Equity Partners
Missouri
$2.04M +$17.8K +309 +0.9%
FG
377
Fiduciary Group
Georgia
$1.99M -$55.4K -962 -3%
B
378
Bailard
California
$1.97M -$6.51K -113 -0.3%
HIS
379
Horizon Investment Services
Indiana
$1.95M -$2.19K -38 -0.1%
JC
380
JB Capital
Connecticut
$1.95M +$174K +3,013 +10%
SS
381
Sound Stewardship
Kansas
$1.94M -$5.53K -96 -0.3%
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$1.94M +$365K +6,342 +23%
FFA
383
First Foundation Advisors
California
$1.94M +$719K +12,475 +59%
IF
384
Intrua Financial
Texas
$1.91M -$18K -313 -0.9%
CA
385
CoreCap Advisors
Michigan
$1.91M +$35.9K +624 +2%
Vanguard Group
386
Vanguard Group
Pennsylvania
$1.9M +$65.2K +1,131 +4%
TVAMP
387
Tennessee Valley Asset Management Partners
Tennessee
$1.88M +$99.1K +1,720 +6%
PCA
388
Prosperity Capital Advisors
Ohio
$1.86M +$107K +1,861 +6%
WANY
389
Wealthspire Advisors (New York)
New York
$1.86M -$101K -1,749 -5%
CWP
390
Curated Wealth Partners
California
$1.84M +$1.84M +31,920 New
RA
391
Rodgers & Associates
Pennsylvania
$1.84M -$102K -1,772 -5%
AA
392
Advisory Alpha
Michigan
$1.83M -$63.7K -1,106 -3%
SC
393
Scotia Capital
Ontario, Canada
$1.82M -$118K -2,041 -6%
BFA
394
Beacon Financial Advisory
Ohio
$1.79M +$633K +10,993 +55%
CFGS
395
Concourse Financial Group Securities
Alabama
$1.79M +$100K +1,737 +6%
WN
396
Williams & Novak
California
$1.78M -$120K -2,079 -6%
RSWM
397
Robertson Stephens Wealth Management
California
$1.77M -$41.8K -725 -2%
AWM
398
Accurate Wealth Management
Florida
$1.77M +$937K +15,814 +112%
CPIG
399
Chicago Partners Investment Group
Illinois
$1.75M +$86.3K +1,437 +5%
MCWS
400
McKinley Carter Wealth Services
West Virginia
$1.72M +$1.25M +21,687 +267%
14 15
16
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