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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 %
FHC
501
First Heartland Consultants
Missouri
$1.26M +$99.8K +1,592 +9%
SWM
502
Spire Wealth Management
Virginia
$1.26M -$55.9K -892 -4%
GWMIA
503
Global Wealth Management Investment Advisory
Florida
$1.25M +$53.7K +857 +4%
QPWM
504
Quadrant Private Wealth Management
Pennsylvania
$1.24M +$51.1K +815 +4%
NG
505
Norden Group
Utah
$1.24M +$1.24M +19,783 New
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$1.24M +$5.89K +94 +0.5%
EIG
507
Ellenbecker Investment Group
Wisconsin
$1.23M +$362K +5,773 +42%
BSTWA
508
Blake Schutter Theil Wealth Advisors
Ohio
$1.23M +$1.23M +19,599 New
CW
509
CreativeOne Wealth
Kansas
$1.22M +$73.2K +1,168 +6%
AWM
510
Apollon Wealth Management
South Carolina
$1.22M -$86.3K -1,376 -7%
SFWA
511
Summit Financial Wealth Advisors
Louisiana
$1.2M +$1.07K +17 +0.1%
HNWAG
512
High Net Worth Advisory Group
Florida
$1.2M – – –
ACA
513
Aptus Capital Advisors
Alabama
$1.19M +$777K +12,399 +186%
PHWM
514
Pine Harbor Wealth Management
Maryland
$1.19M -$8.28K -132 -0.7%
RC
515
Rovin Capital
Arizona
$1.19M +$195K +3,112 +20%
Financial Engines Advisors
516
Financial Engines Advisors
California
$1.19M -$438K -6,982 -27%
LW
517
Linscomb Wealth
Texas
$1.18M +$6.96K +111 +0.6%
AWMG
518
Alliance Wealth Management Group
New Jersey
$1.17M +$76.2K +1,216 +7%
NGA
519
Naples Global Advisors
Florida
$1.16M -$17.9K -285 -2%
EFG
520
Ehrlich Financial Group
California
$1.15M -$161K -2,565 -12%
AFP
521
Alpha Financial Partners
Kentucky
$1.15M +$1.15M +18,373 New
RCA
522
Ranch Capital Advisors
Florida
$1.15M +$68.5K +1,093 +6%
OIA
523
Optimum Investment Advisors
Illinois
$1.13M – – –
FPCP
524
Fort Point Capital Partners
California
$1.11M +$110K +1,747 +11%
ESB
525
Essex Savings Bank
Connecticut
$1.11M – – –
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