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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 %
BC
376
Brio Consultants
California
$2.47M +$231K +3,684 +10%
IA
377
Insight Advisors
Pennsylvania
$2.43M -$181K -2,888 -7%
LFG
378
Larson Financial Group
Missouri
$2.38M -$73.7K -1,175 -3%
FI
379
Financial Insights
Washington
$2.38M -$192K -3,061 -7%
GWM
380
Geneos Wealth Management
Colorado
$2.37M -$98.9K -1,577 -4%
MMPW
381
Mitchell McLeod Pugh & Williams
Alabama
$2.36M -$60.1K -959 -2%
EDRIA
382
Edmonds Duncan Registered Investment Advisors
Kansas
$2.34M – – –
GCM
383
Gallacher Capital Management
Colorado
$2.33M -$40.6K -647 -2%
WIA
384
World Investment Advisors
California
$2.32M +$729K +11,634 +46%
ICM
385
Islay Capital Management
Texas
$2.3M – – –
USCWA
386
U.S. Capital Wealth Advisors
Texas
$2.29M +$2.29M +36,452 New
SWP
387
ShoreHaven Wealth Partners
New Jersey
$2.28M +$626K +9,980 +38%
AWM
388
Accurate Wealth Management
Florida
$2.28M +$381K +6,012 +20%
GA
389
GSG Advisors
New Jersey
$2.24M +$11.6K +186 +0.5%
SFG
390
Sowa Financial Group
Rhode Island
$2.23M -$406K -6,473 -15%
SEP
391
Southland Equity Partners
Missouri
$2.21M -$9.84K -157 -0.4%
B
392
Bailard
California
$2.2M +$59.4K +947 +3%
HAC
393
Harbor Advisory Corp
New Hampshire
$2.17M -$215K -3,437 -9%
SIC
394
Sterling Investment Counsel
New York
$2.17M -$117K -1,861 -5%
BFA
395
Beacon Financial Advisory
Ohio
$2.17M +$221K +3,520 +11%
Tudor Investment Corp
396
Tudor Investment Corp
Connecticut
$2.15M +$1.31M +20,909 +156%
HIS
397
Horizon Investment Services
Indiana
$2.12M -$1.44K -23 -0.1%
SS
398
Sound Stewardship
Kansas
$2.1M -$11.5K -183 -0.5%
Vanguard Group
399
Vanguard Group
Pennsylvania
$2.08M +$15.1K +241 +0.7%
Neuberger Berman Group
400
Neuberger Berman Group
New York
$2.08M +$2.08M +33,134 New
14 15
16
17 18