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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 %
CWM
426
Cedar Wealth Management
California
$1.54M +$7.03K +121 +0.5%
BMMM
427
Boston Mountain Money Management
Arkansas
$1.54M +$1.54M +26,532 New
TC
428
TownSquare Capital
Utah
$1.54M +$1.17M +20,074 +313%
EPA
429
Element Pointe Advisors
Florida
$1.54M -$37K -637 -2%
BIP
430
Bouvel Investment Partners
Pennsylvania
$1.54M -$9.93K -171 -0.6%
CCWA
431
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M -$896K -15,436 -37%
GCL
432
Gouws Capital LLC
North Carolina
$1.52M -$5.81K -100 -0.4%
EDRH
433
Edmond de Rothschild Holding
Switzerland
$1.51M -$592K -10,190 -28%
MGIA
434
Moneta Group Investment Advisors
Missouri
$1.5M +$559K +9,626 +59%
GMFG
435
Greater Midwest Financial Group
Minnesota
$1.49M -$81.4K -1,402 -5%
KFA
436
Kapstone Financial Advisors
Ohio
$1.48M – – –
PWH
437
Priebe Wealth Holdings
Minnesota
$1.48M -$23.3K -402 -2%
WPP
438
Whalerock Point Partners
Rhode Island
$1.46M +$97.7K +1,683 +7%
FHC
439
First Heartland Consultants
Missouri
$1.43M -$81.4K -1,402 -5%
GFG
440
Goldstone Financial Group
Illinois
$1.42M -$457K -7,869 -24%
RWP
441
RWA Wealth Partners
Massachusetts
$1.4M +$209K +3,600 +18%
MFG
442
Mosaic Financial Group
Illinois
$1.4M +$1.4M +24,144 New
LI
443
LMCG Investments
Massachusetts
$1.4M +$18.9K +325 +1%
CCFM
444
Clear Creek Financial Management
Washington
$1.39M -$80K -1,378 -5%
BCM
445
Brookstone Capital Management
Illinois
$1.38M -$38K -655 -3%
AWM
446
Apollon Wealth Management
South Carolina
$1.37M +$60.7K +1,045 +5%
PIMG
447
Patriot Investment Management Group
Tennessee
$1.36M -$43.2K -744 -3%
AFG
448
Atomi Financial Group
New York
$1.36M +$22.2K +382 +2%
TAM
449
Titleist Asset Management
Texas
$1.35M -$26K -447 -2%
DWM
450
Drive Wealth Management
Utah
$1.34M +$254K +4,373 +23%
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