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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 %
BIP
451
Bouvel Investment Partners
Pennsylvania
$1.61M -$30.5K -487 -2%
BCM
452
Brookstone Capital Management
Illinois
$1.6M +$115K +1,829 +8%
FA
453
Freestate Advisors
Kansas
$1.6M +$1.6M +25,537 New
MGIA
454
Moneta Group Investment Advisors
Missouri
$1.6M +$199K +3,171 +14%
EDRH
455
Edmond de Rothschild Holding
Switzerland
$1.59M -$25.1K -400 -2%
GCL
456
Gouws Capital LLC
North Carolina
$1.59M -$4.08K -65 -0.3%
WPP
457
Whalerock Point Partners
Rhode Island
$1.58M +$4.89K +78 +0.3%
KFA
458
Kapstone Financial Advisors
Ohio
$1.58M -$6.74K -108 -0.4%
IP
459
Investment Partners
Ohio
$1.57M +$432K +6,895 +38%
FG
460
Fiduciary Group
Georgia
$1.56M -$602K -9,603 -28%
BWP
461
Balboa Wealth Partners
Arizona
$1.55M +$407K +6,491 +35%
BIA
462
Biondo Investment Advisors
Pennsylvania
$1.55M +$66.8K +1,065 +5%
MF
463
Montis Financial
Massachusetts
$1.53M +$1.25M +19,880 +435%
CPRC
464
Consolidated Portfolio Review Corp
New York
$1.52M -$4.83K -77 -0.3%
LI
465
LMCG Investments
Massachusetts
$1.52M +$45.5K +725 +3%
PA
466
PFG Advisors
Arizona
$1.52M +$171K +2,729 +13%
GMFG
467
Greater Midwest Financial Group
Minnesota
$1.51M +$8.21K +131 +0.5%
NA
468
Nottingham Advisors
New York
$1.5M +$1.5M +23,991 New
CFG
469
Carr Financial Group
Massachusetts
$1.5M +$183K +2,920 +14%
IP
470
Ignite Planners
California
$1.5M -$60.9K -972 -4%
IWA
471
Icon Wealth Advisors
Texas
$1.49M -$3.45K -55 -0.2%
CCFM
472
Clear Creek Financial Management
Washington
$1.49M +$18.3K +292 +1%
JC
473
JB Capital
Connecticut
$1.47M -$643K -10,262 -30%
WCFA
474
Walkner Condon Financial Advisors
Wisconsin
$1.47M -$38.6K -615 -3%
PIMG
475
Patriot Investment Management Group
Tennessee
$1.47M -$1.07K -17 -0.1%
17 18
19
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