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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 %
PRI
401
Prepared Retirement Institute
Pennsylvania
$1.74M -$531K -9,148 -23%
Pathstone Holdings
402
Pathstone Holdings
New Jersey
$1.73M -$131K -2,252 -7%
FWM
403
Foguth Wealth Management
Michigan
$1.72M +$1.72M +29,645 New
TSS
404
Two Sigma Securities
New York
$1.72M +$961K +16,557 +127%
UWM
405
USAdvisors Wealth Management
Minnesota
$1.71M -$74.5K -1,287 -4%
PIA
406
Perennial Investment Advisors
California
$1.7M +$55.2K +951 +3%
SWP
407
ShoreHaven Wealth Partners
New Jersey
$1.7M +$85.6K +1,474 +5%
CFGS
408
Concourse Financial Group Securities
Alabama
$1.7M +$410K +7,062 +32%
CAC
409
Certified Advisory Corp
Florida
$1.68M -$9K -155 -0.5%
NCM
410
Northside Capital Management
Oregon
$1.67M – – –
I
411
INVST
Indiana
$1.66M +$102K +1,770 +7%
CV
412
Counterweight Ventures
North Carolina
$1.64M -$1.4M -24,056 -46%
WCFA
413
Walkner Condon Financial Advisors
Wisconsin
$1.64M -$31.8K -547 -2%
JWBC
414
John W. Brooker & Co
California
$1.63M +$6.04K +104 +0.4%
EWM
415
Endowment Wealth Management
Wisconsin
$1.63M -$628K -10,824 -28%
KIG
416
Kowal Investment Group
Wisconsin
$1.62M +$1.62M +27,862 New
Financial Engines Advisors
417
Financial Engines Advisors
California
$1.6M +$121K +2,083 +8%
PI
418
PFG Investments
New York
$1.6M +$1.37M +23,577 +584%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$1.59M -$243K -4,192 -13%
KMWM
420
Keudell/Morrison Wealth Management
Oregon
$1.59M – – –
AFP
421
Ausdal Financial Partners
Iowa
$1.58M -$55K -947 -3%
CPIG
422
Chicago Partners Investment Group
Illinois
$1.57M -$17.3K -306 -1%
MMM
423
Mendel Money Management
Illinois
$1.57M -$98.5K -1,696 -6%
DL
424
DOHJ LLC
Washington
$1.57M -$83.4K -1,437 -5%
HP
425
Holistic Planning
Texas
$1.55M -$198K -3,409 -11%
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17
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