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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 %
MAM
476
McLean Asset Management
Virginia
$1.46M +$2.63K +42 +0.2%
RBFC
477
Roman Butler Fullerton & Co
Missouri
$1.45M +$18.8K +297 +1%
RWP
478
RWA Wealth Partners
Massachusetts
$1.44M -$21.3K -340 -1%
LIM
479
Leavell Investment Management
Alabama
$1.44M – – –
TAM
480
Titleist Asset Management
Texas
$1.41M -$23.2K -370 -2%
NFSG
481
Newbridge Financial Services Group
Florida
$1.41M +$274K +4,370 +24%
EIP
482
Ellis Investment Partners
Pennsylvania
$1.4M +$8.28K +132 +0.6%
SFC
483
Strategic Financial Concepts
Texas
$1.39M -$79.2M -1,263,833 -98%
AWMS
484
Advocacy Wealth Management Services
Georgia
$1.39M -$178K -2,836 -11%
RIA
485
Regal Investment Advisors
Michigan
$1.38M +$959K +15,294 +228%
PWH
486
Priebe Wealth Holdings
Minnesota
$1.36M -$177K -2,823 -12%
JIC
487
Joel Isaacson & Co
New York
$1.35M +$99.2K +1,583 +8%
MFA
488
Mayflower Financial Advisors
Massachusetts
$1.34M +$33.8K +539 +3%
MFG
489
Magnus Financial Group
New York
$1.34M +$581K +9,272 +76%
AFP
490
Ausdal Financial Partners
Iowa
$1.33M -$387K -6,172 -22%
SWP
491
Summit Wealth Partners
Florida
$1.32M +$6.27K +100 +0.5%
OAM
492
Occidental Asset Management
California
$1.31M – – –
SB
493
Strategic Blueprint
Georgia
$1.3M +$1.3M +20,814 New
FB
494
First Bancorp
Maine
$1.28M +$19.1K +305 +2%
HP
495
Holistic Planning
Texas
$1.28M -$348K -5,549 -21%
CFS
496
CRA Financial Services
New Jersey
$1.28M – – –
WGC
497
Watts Gwilliam & Co
Arizona
$1.27M +$1.27M +20,443 New
NCM
498
NCM Capital Management
New Jersey
$1.27M – – –
FWM
499
Fingerlakes Wealth Management
New York
$1.26M +$53.1K +847 +4%
WFA
500
Wells Financial Advisors
Massachusetts
$1.26M – – –
18 19
20
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