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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 %
CIBC World Market
401
CIBC World Market
Ontario, Canada
$2.06M +$1.6M +25,534 +349%
TVAMP
402
Tennessee Valley Asset Management Partners
Tennessee
$2.05M +$8.02K +128 +0.4%
PCIA
403
Prime Capital Investment Advisors
Kansas
$2.04M -$204K -3,252 -9%
PCA
404
Prosperity Capital Advisors
Ohio
$2.03M -$627 -10 -0%
WANY
405
Wealthspire Advisors (New York)
New York
$2.02M +$1K +16 +0%
CA
406
CoreCap Advisors
Michigan
$2.02M -$56.1K -895 -3%
CWP
407
Curated Wealth Partners
California
$2M – – –
AA
408
Advisory Alpha
Michigan
$1.99M +$940 +15 +0%
Bank of Montreal
409
Bank of Montreal
Ontario, Canada
$1.99M +$296K +4,747 +18%
SC
410
Scotia Capital
Ontario, Canada
$1.98M -$3.7K -59 -0.2%
AAS
411
Ameritas Advisory Services
Nebraska
$1.98M -$1.57M -25,083 -44%
OCM
412
Objective Capital Management
Ohio
$1.96M +$1.96M +31,219 New
O3W
413
Omni 360 Wealth
New Jersey
$1.93M +$302K +4,820 +19%
GF
414
Gries Financial
Ohio
$1.91M +$1.1M +17,539 +135%
WN
415
Williams & Novak
California
$1.9M -$40.2K -642 -2%
JWBC
416
John W. Brooker & Co
California
$1.88M +$92K +1,468 +5%
CWM
417
Centurion Wealth Management
Virginia
$1.88M +$1.88M +30,047 New
BMCM
418
Bryn Mawr Capital Management
Pennsylvania
$1.88M +$307K +4,892 +19%
PIA
419
Perennial Investment Advisors
California
$1.88M +$39.5K +630 +2%
RA
420
Rodgers & Associates
Pennsylvania
$1.87M -$126K -2,008 -6%
CIA
421
Concurrent Investment Advisors
Florida
$1.87M +$54.9K +876 +3%
CPIG
422
Chicago Partners Investment Group
Illinois
$1.87M +$23.3K +370 +1%
EWM
423
Endowment Wealth Management
Wisconsin
$1.86M +$156K +2,494 +9%
PRI
424
Prepared Retirement Institute
Pennsylvania
$1.85M +$9.15K +146 +0.5%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$1.84M -$29.3K -468 -2%
15 16
17
18 19