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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 %
PRI
401
Prepared Retirement Institute
Pennsylvania
$1.7M -$32.1K -558 -2%
PIA
402
Perennial Investment Advisors
California
$1.69M -$288 -5 -0%
HTC
403
Haverford Trust Company
Pennsylvania
$1.67M -$82.3K -1,428 -5%
CIA
404
Concurrent Investment Advisors
Florida
$1.67M +$1.01M +17,533 +154%
SFO
405
Stokes Family Office
Louisiana
$1.66M -$175K -3,030 -10%
CV
406
Counterweight Ventures
North Carolina
$1.65M +$25.5K +443 +2%
NCM
407
Northside Capital Management
Oregon
$1.65M – – –
CAC
408
Certified Advisory Corp
Florida
$1.65M -$14.3K -249 -0.9%
JWBC
409
John W. Brooker & Co
California
$1.65M +$24.5K +426 +2%
I
410
INVST
Indiana
$1.64M -$5.46K -95 -0.3%
EWA
411
Exencial Wealth Advisors
Oklahoma
$1.62M -$156K -2,713 -9%
AFG
412
Atomi Financial Group
New York
$1.61M +$260K +4,517 +19%
UWM
413
USAdvisors Wealth Management
Minnesota
$1.61M -$97K -1,685 -6%
LSAG
414
Lake Street Advisors Group
New Hampshire
$1.6M +$1.6M +27,791 New
AFP
415
Ausdal Financial Partners
Iowa
$1.58M +$11.8K +205 +0.8%
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$1.57M -$643K -11,116 -29%
MWA
417
Merkkuri Wealth Advisors
New York
$1.57M +$1.57M +27,204 New
EWM
418
Endowment Wealth Management
Wisconsin
$1.57M -$54.9K -953 -3%
KMWM
419
Keudell/Morrison Wealth Management
Oregon
$1.56M -$18.7K -325 -1%
BMMM
420
Boston Mountain Money Management
Arkansas
$1.53M – – –
EPA
421
Element Pointe Advisors
Florida
$1.53M – – –
MMM
422
Mendel Money Management
Illinois
$1.52M -$35.5K -617 -2%
SWP
423
ShoreHaven Wealth Partners
New Jersey
$1.52M -$169K -2,932 -10%
CWM
424
Cedar Wealth Management
California
$1.51M -$17.3K -300 -1%
HP
425
Holistic Planning
Texas
$1.51M -$43.8K -754 -3%
15 16
17
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