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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 %
BIP
426
Bouvel Investment Partners
Pennsylvania
$1.51M -$16.8K -292 -1%
DWM
427
Drive Wealth Management
Utah
$1.5M +$172K +2,984 +13%
O3W
428
Omni 360 Wealth
New Jersey
$1.49M +$276K +4,788 +23%
Financial Engines Advisors
429
Financial Engines Advisors
California
$1.49M -$99.1K -1,720 -6%
Susquehanna International Group
430
Susquehanna International Group
Pennsylvania
$1.49M +$1.49M +25,843 New
DL
431
DOHJ LLC
Washington
$1.49M -$67.8K -1,176 -4%
EDRH
432
Edmond de Rothschild Holding
Switzerland
$1.49M -$8.64K -150 -0.6%
WIA
433
World Investment Advisors
California
$1.46M +$1.46M +25,424 New
GCL
434
Gouws Capital LLC
North Carolina
$1.46M -$43.2K -750 -3%
KFA
435
Kapstone Financial Advisors
Ohio
$1.46M -$7.49K -130 -0.5%
BMCM
436
Bryn Mawr Capital Management
Pennsylvania
$1.46M +$59.6K +1,026 +4%
WPP
437
Whalerock Point Partners
Rhode Island
$1.45M -$2.25K -39 -0.2%
KWA
438
Kingswood Wealth Advisors
California
$1.44M +$361K +6,267 +33%
AWMS
439
Advocacy Wealth Management Services
Georgia
$1.44M -$418K -7,253 -23%
IP
440
Ignite Planners
California
$1.44M +$388K +6,716 +37%
IWA
441
Icon Wealth Advisors
Texas
$1.43M -$406K -6,737 -22%
BCM
442
Brookstone Capital Management
Illinois
$1.43M -$2.41K -40 -0.2%
GMFG
443
Greater Midwest Financial Group
Minnesota
$1.43M -$102K -1,703 -7%
PWH
444
Priebe Wealth Holdings
Minnesota
$1.41M -$53.8K -933 -4%
CPRC
445
Consolidated Portfolio Review Corp
New York
$1.41M +$113K +1,961 +9%
WCFA
446
Walkner Condon Financial Advisors
Wisconsin
$1.39M -$239K -4,153 -15%
Renaissance Technologies
447
Renaissance Technologies
New York
$1.38M -$1.81M -31,500 -57%
MAM
448
McLean Asset Management
Virginia
$1.36M +$1.98K +34 +0.1%
BIA
449
Biondo Investment Advisors
Pennsylvania
$1.36M +$33.7K +585 +3%
MCM
450
MidAtlantic Capital Management
Virginia
$1.36M +$55.2K +958 +4%
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