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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 %
FB
476
First Bancorp
Maine
$1.16M – – –
WFA
477
Wells Financial Advisors
Massachusetts
$1.15M -$14.4K -250 -1%
JIC
478
Joel Isaacson & Co
New York
$1.15M +$5.7K +99 +0.5%
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$1.14M +$747K +12,922 +192%
FWM
480
Fingerlakes Wealth Management
New York
$1.11M +$7.32K +127 +0.7%
SFWA
481
Summit Financial Wealth Advisors
Louisiana
$1.11M +$807 +14 +0.1%
PHWM
482
Pine Harbor Wealth Management
Maryland
$1.1M -$5.99K -104 -0.5%
HNWAG
483
High Net Worth Advisory Group
Florida
$1.1M – – –
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$1.1M +$46.6K +809 +4%
QPWM
485
Quadrant Private Wealth Management
Pennsylvania
$1.09M +$247K +4,283 +29%
TFA
486
Tranquilli Financial Advisor
New Jersey
$1.08M +$201K +3,506 +23%
NGA
487
Naples Global Advisors
Florida
$1.08M -$1.73K -30 -0.2%
LW
488
Linscomb Wealth
Texas
$1.08M +$30.1K +522 +3%
CW
489
CreativeOne Wealth
Kansas
$1.06M -$116K -2,012 -10%
BWP
490
Balboa Wealth Partners
Arizona
$1.05M +$539K +9,362 +105%
IP
491
Investment Partners
Ohio
$1.05M -$1.96K -34 -0.2%
NFSG
492
Newbridge Financial Services Group
Florida
$1.04M +$20.9K +362 +2%
MFG
493
Mosaic Financial Group
Illinois
$1.04M -$347K -6,019 -25%
OIA
494
Optimum Investment Advisors
Illinois
$1.04M -$61.9K -1,075 -6%
CFS
495
Commonwealth Financial Services
West Virginia
$1.02M -$83.4K -1,444 -8%
VCM
496
Virtue Capital Management
Tennessee
$1.02M -$12.6K -212 -1%
ESB
497
Essex Savings Bank
Connecticut
$1.02M – – –
CRC
498
Curi RMB Capital
Illinois
$1.02M -$979K -16,997 -49%
PWMAG
499
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M +$200K +3,465 +25%
AWMG
500
Alliance Wealth Management Group
New Jersey
$1M +$55.4K +962 +6%
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