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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

980 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, 360 reducing their positions, and 57 closing their positions.

Holders
980
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.26%
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
360
Closed
57
Calls
$16.8M
Puts
$9.36M
Net Calls
+$7.47M
Net Calls Change
-$40.5M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$547M
2
KAS
2
Kestra Advisory Services
Texas
$83.8M
3
LPL Financial
3
LPL Financial
California
$746M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$112M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$519M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$115M
4
MOS
4
MGO One Seven
Ohio
$6.33M
5
PA
5
Prism Advisors
California
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$114M +$3.59M +62,271 +3%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$112M +$55.2M +958,309 +97%
HI
28
Horizon Investments
North Carolina
$109M +$19.5M +337,616 +22%
AWM
29
Avior Wealth Management
Nebraska
$95.4M +$4.08M +70,856 +4%
FCAS
30
First Command Advisory Services
Texas
$88M -$1.64M -28,521 -2%
KAS
31
Kestra Advisory Services
Texas
$83.8M +$69.8M +1,211,638 +497%
NFC
32
Northeast Financial Consultants
Connecticut
$81.1M +$3.82M +66,386 +5%
AT
33
American Trust
Kentucky
$77.2M -$6.18M -107,358 -7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$72.3M +$3.47M +60,168 +5%
LNB
35
Ledyard National Bank
$70.8M +$4.45M +77,322 +7%
PMG
36
ProVise Management Group
Florida
$69.1M +$12.4M +214,764 +22%
LL
37
LWMG LLC
Minnesota
$63M +$3.92M +68,020 +7%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$63M -$6.95M -120,611 -10%
SWA
39
Strategies Wealth Advisors
Michigan
$62.2M +$3.35M +58,222 +6%
SSWG
40
Seven Springs Wealth Group
Tennessee
$61.2M +$47.8K +830 +0.1%
PAG
41
Private Advisor Group
New Jersey
$57.8M -$741K -12,871 -1%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$55.8M -$3.63M -63,039 -6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$54.3M -$1.9K -33 -0%
GWA
44
Gratus Wealth Advisors
Virginia
$53.3M -$188K -3,163 -0.4%
SWP
45
Strategic Wealth Partners
Ohio
$53.3M -$215K -3,738 -0.4%
FBFS
46
First Business Financial Services
Wisconsin
$51.2M -$1.28M -22,145 -2%
BWL
47
Bogart Wealth LLC
Virginia
$48.1M +$702K +12,183 +1%
MWP
48
Madison Wealth Partners
Wisconsin
$46.2M +$1.04M +18,052 +2%
SA
49
Sanctuary Advisors
Indiana
$45.1M +$45.1M +801,350 New
CCWM
50
Correct Capital Wealth Management
Missouri
$44.4M -$5.42M -94,029 -11%
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