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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 %
LI
451
LMCG Investments
Massachusetts
$1.36M -$30.1K -522 -2%
SCA
452
Snowden Capital Advisors
New York
$1.35M +$178K +3,090 +15%
PIMG
453
Patriot Investment Management Group
Tennessee
$1.35M – – –
CCFM
454
Clear Creek Financial Management
Washington
$1.35M -$27.6K -479 -2%
RWP
455
RWA Wealth Partners
Massachusetts
$1.35M -$45.3K -787 -3%
LIM
456
Leavell Investment Management
Alabama
$1.32M – – –
TAM
457
Titleist Asset Management
Texas
$1.32M -$20.6K -357 -2%
RBFC
458
Roman Butler Fullerton & Co
Missouri
$1.31M -$45.1K -774 -3%
CCWA
459
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.3M -$223K -3,879 -15%
EAMA
460
EFG Asset Management (Americas)
Florida
$1.29M +$1.02M +17,662 +368%
MGIA
461
Moneta Group Investment Advisors
Missouri
$1.29M -$202K -3,506 -14%
EIP
462
Ellis Investment Partners
Pennsylvania
$1.28M -$2.88K -50 -0.2%
MWA
463
Midland Wealth Advisors
Illinois
$1.26M -$590K -10,235 -32%
PA
464
PFG Advisors
Arizona
$1.24M +$68.5K +1,189 +6%
CFG
465
Carr Financial Group
Massachusetts
$1.21M -$70.3K -1,221 -5%
OAM
466
Occidental Asset Management
California
$1.21M – – –
EFG
467
Ehrlich Financial Group
California
$1.21M -$26.9K -467 -2%
SWM
468
Spire Wealth Management
Virginia
$1.21M -$1.87M -32,505 -61%
SWP
469
Summit Wealth Partners
Florida
$1.2M +$6.16K +107 +0.5%
MFA
470
Mayflower Financial Advisors
Massachusetts
$1.2M +$41.6K +722 +4%
AWM
471
Apollon Wealth Management
South Carolina
$1.2M -$166K -2,880 -12%
CFS
472
CRA Financial Services
New Jersey
$1.17M -$52.2K -906 -4%
SAG
473
SageView Advisory Group
California
$1.17M +$1.17M +20,350 New
CA
474
Claro Advisors
Massachusetts
$1.17M +$569K +9,878 +95%
NCM
475
NCM Capital Management
New Jersey
$1.17M -$17.3K -300 -1%
17 18
19
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