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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,035 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, 340 reducing their positions, and 34 closing their positions.

Holders
1,035
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.97%
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
340
Closed
34
Calls
$95M
Puts
$715K
Net Calls
+$94.2M
Net Calls Change
+$86.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$719M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$193M
3
HI
3
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$639M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$279M
2
SFC
2
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
4
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
5
BlackRock
New York
$582M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$133M +$5.57M +88,800 +4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$114M +$34.9M +556,313 +44%
Osaic Holdings
28
Osaic Holdings
Arizona
$113M -$16.9M -270,062 -13%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$112M -$13.5M -215,406 -11%
AWM
30
Avior Wealth Management
Nebraska
$106M +$2.1M +33,574 +2%
FCAS
31
First Command Advisory Services
Texas
$95.6M -$248K -3,963 -0.3%
KAS
32
Kestra Advisory Services
Texas
$93.5M +$2.24M +35,755 +2%
AT
33
American Trust
Kentucky
$89.7M +$5.7M +90,887 +7%
NFC
34
Northeast Financial Consultants
Connecticut
$88.4M +$195K +3,104 +0.2%
LNB
35
Ledyard National Bank
$84.8M +$7.75M +123,588 +10%
SAF
36
Smith Anglin Financial
Texas
$84.4M +$37.1M +591,701 +78%
PMG
37
ProVise Management Group
Florida
$76.9M +$1.68M +26,740 +2%
LL
38
LWMG LLC
Minnesota
$70.1M +$1.54M +24,593 +2%
GWA
39
Gratus Wealth Advisors
Virginia
$69.8M +$13.9M +223,301 +25%
SWA
40
Strategies Wealth Advisors
Michigan
$69.2M +$1.56M +24,829 +2%
PAG
41
Private Advisor Group
New Jersey
$66M +$3.09M +49,321 +5%
SSWG
42
Seven Springs Wealth Group
Tennessee
$60.9M -$5.59M -89,245 -8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$60.5M +$1.46M +23,258 +2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$60M -$739K -11,785 -1%
SA
45
Sanctuary Advisors
Indiana
$58M +$6.55M +101,870 +13%
FBFS
46
First Business Financial Services
Wisconsin
$56.3M +$644K +10,279 +1%
BWL
47
Bogart Wealth LLC
Virginia
$53.1M +$690K +10,999 +1%
MWP
48
Madison Wealth Partners
Wisconsin
$52.9M +$2.59M +41,346 +5%
TPCW
49
TD Private Client Wealth
New York
$51.1M +$5.97M +95,167 +13%
CCWM
50
Correct Capital Wealth Management
Missouri
$48.8M +$443K +7,061 +0.9%
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