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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 %
CFS
501
CGC Financial Services
Oregon
$1M -$93.9K -1,630 -9%
RCA
502
Ranch Capital Advisors
Florida
$992K -$7.03K -122 -0.7%
GWM
503
GSB Wealth Management
Connecticut
$992K +$5.59K +97 +0.6%
VNA
504
Valley National Advisers
Pennsylvania
$957K – – –
PA
505
Parallel Advisors
California
$957K +$269K +4,668 +39%
DW30
506
Drucker Wealth 3.0
New Jersey
$945K +$945K +16,398 New
WIP
507
WealthCare Investment Partners
Rhode Island
$942K -$34.7K -603 -4%
OFG
508
Oxford Financial Group
Indiana
$932K – – –
PAG
509
Paladin Advisory Group
Iowa
$932K – – –
BOPW
510
Brandywine Oak Private Wealth
Pennsylvania
$928K – – –
SP
511
Sequent Planning
Nebraska
$921K -$68.3K -1,188 -7%
FPCP
512
Fort Point Capital Partners
California
$919K +$919K +15,951 New
BCA
513
Bay Colony Advisors
Massachusetts
$913K -$864 -15 -0.1%
RC
514
Rovin Capital
Arizona
$912K +$25.2K +438 +3%
IC
515
Inscription Capital
Texas
$910K – – –
CWP
516
Cyndeo Wealth Partners
Florida
$904K +$61.5K +1,068 +7%
Citadel Advisors
517
Citadel Advisors
Florida
$901K +$901K +15,647 New
IIA
518
IPG Investment Advisors
California
$897K +$897K +15,575 New
BBHC
519
Brown Brothers Harriman & Co
New York
$895K +$73K +1,267 +9%
SL
520
Sentinus LLC
Illinois
$892K +$389K +6,747 +77%
PTC
521
Private Trust Company
Ohio
$887K +$78.2K +1,358 +10%
PPW
522
Pasadena Private Wealth
California
$872K -$21.5K -373 -2%
AFAS
523
Acorn Financial Advisory Services
Virginia
$868K -$34.4K -597 -4%
MSWMA
524
Market Street Wealth Management Advisors
Indiana
$867K -$38.8K -673 -4%
SC
525
SouthState Corp
Florida
$866K +$210K +3,639 +32%
19 20
21
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