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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.

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
1
BlackRock
New York
$561M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
3
LPL Financial
California
$691M
4
HI
4
Horizon Investments
North Carolina
$89.9M
5
SPC
5
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$458M
3
NA
3
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
GC
5
Gratus Capital
Georgia
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$112M +$85M +1,464,167 +320%
AWM
27
Avior Wealth Management
Nebraska
$92M +$5.76M +99,196 +7%
FCAS
28
First Command Advisory Services
Texas
$90.4M -$2.09M -36,046 -2%
HI
29
Horizon Investments
North Carolina
$89.9M +$34.6M +595,992 +63%
AT
30
American Trust
Kentucky
$84M -$35.8M -616,464 -30%
NFC
31
Northeast Financial Consultants
Connecticut
$77.8M -$849K -14,622 -1%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$70.4M -$3.39M -58,348 -5%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$69.4M +$3.64M +62,678 +6%
LNB
34
Ledyard National Bank
$66.9M +$3.67M +63,177 +6%
SSWG
35
Seven Springs Wealth Group
Tennessee
$61.6M -$858K -14,783 -1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$59.9M -$4.73M -81,398 -7%
LL
37
LWMG LLC
Minnesota
$59.5M +$867K +14,931 +1%
SWA
38
Strategies Wealth Advisors
Michigan
$59.3M +$2.94M +50,668 +5%
PAG
39
Private Advisor Group
New Jersey
$59M -$471K -8,114 -0.8%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$57.3M +$18.1M +311,078 +46%
PMG
41
ProVise Management Group
Florida
$57.2M +$15.1M +259,830 +36%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$54.7M +$3.22M +55,497 +6%
SWP
43
Strategic Wealth Partners
Ohio
$54M +$1.02M +17,644 +2%
FBFS
44
First Business Financial Services
Wisconsin
$52.9M +$651K +11,206 +1%
CCWM
45
Correct Capital Wealth Management
Missouri
$50.2M -$400K -6,883 -0.8%
SPC
46
Sigma Planning Corp
Michigan
$50.2M +$28.1M +483,872 +127%
CAN
47
Cetera Advisor Networks
California
$50M -$3.63M -62,516 -7%
GWA
48
Gratus Wealth Advisors
Virginia
$49.9M -$6.3M -113,965 -11%
BWL
49
Bogart Wealth LLC
Virginia
$47.8M +$518K +8,916 +1%
CCA
50
Conservest Capital Advisors
Pennsylvania
$46.4M +$1.56M +26,815 +3%
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