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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 %
Citadel Advisors
426
Citadel Advisors
Florida
$1.82M +$839K +13,378 +85%
SFO
427
Stokes Family Office
Louisiana
$1.81M -$3.7K -59 -0.2%
NCM
428
Northside Capital Management
Oregon
$1.8M – – –
AFG
429
Atomi Financial Group
New York
$1.8M +$39.6K +631 +2%
MWA
430
Merkkuri Wealth Advisors
New York
$1.78M +$72.3K +1,153 +4%
CAC
431
Certified Advisory Corp
Florida
$1.76M -$34.2K -545 -2%
LSAG
432
Lake Street Advisors Group
New Hampshire
$1.74M – – –
HTC
433
Haverford Trust Company
Pennsylvania
$1.73M -$96.5K -1,540 -5%
MCM
434
MidAtlantic Capital Management
Virginia
$1.72M +$244K +3,893 +17%
UWM
435
USAdvisors Wealth Management
Minnesota
$1.72M -$25K -400 -1%
DWM
436
Drive Wealth Management
Utah
$1.71M +$82.4K +1,315 +5%
BI
437
Beckerman Institutional
New Jersey
$1.7M +$1.7M +27,095 New
MMM
438
Mendel Money Management
Illinois
$1.69M +$37K +590 +2%
KMWM
439
Keudell/Morrison Wealth Management
Oregon
$1.69M – – –
PA
440
Parallel Advisors
California
$1.69M +$645K +10,291 +62%
CV
441
Counterweight Ventures
North Carolina
$1.67M -$127K -2,027 -7%
SCA
442
Snowden Capital Advisors
New York
$1.67M +$198K +3,155 +13%
EPA
443
Element Pointe Advisors
Florida
$1.66M – – –
BMMM
444
Boston Mountain Money Management
Arkansas
$1.66M -$4.89K -78 -0.3%
AIM
445
Anchor Investment Management
South Carolina
$1.65M +$967K +15,425 +142%
EWA
446
Exencial Wealth Advisors
Oklahoma
$1.64M -$123K -1,956 -7%
CCWA
447
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.62M +$211K +3,359 +15%
CWM
448
Cedar Wealth Management
California
$1.62M -$31.5K -503 -2%
DL
449
DOHJ LLC
Washington
$1.61M -$1.94K -31 -0.1%
NFG
450
Northeast Financial Group
Pennsylvania
$1.61M -$1.1M -17,499 -41%
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