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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 %
AM
526
Atwater Malick
Pennsylvania
$862K +$242K +4,195 +39%
CA
527
CSM Advisors
Pennsylvania
$860K -$17.3K -300 -2%
NRA
528
NSI Retail Advisors
Pennsylvania
$860K -$17.3K -300 -2%
SW
529
Simplicity Wealth
New Jersey
$859K +$2.13K +37 +0.2%
FCA
530
FinTrust Capital Advisors
South Carolina
$842K -$6.91K -120 -0.8%
MSFS
531
Main Street Financial Solutions
Pennsylvania
$837K +$24.3K +422 +3%
APW
532
Aurora Private Wealth
New Jersey
$826K -$189K -3,279 -19%
MWM
533
Mascoma Wealth Management
New Hampshire
$821K -$278K -4,829 -25%
FFN
534
Focus Financial Network
Minnesota
$818K -$84K -1,394 -9%
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$815K +$428K +7,435 +111%
MAM
536
MWA Asset Management
Massachusetts
$809K -$1.73K -30 -0.2%
EIG
537
Ellenbecker Investment Group
Wisconsin
$800K +$412K +7,150 +106%
SFG
538
Sunburst Financial Group
Alabama
$779K -$4.95K -86 -0.6%
SFSG
539
Sound Financial Strategies Group
Mississippi
$778K -$83.9K -1,457 -10%
OWA
540
Opal Wealth Advisors
New York
$778K -$21.2K -368 -3%
AL
541
Aspiriant LLC
California
$776K – – –
GLA
542
Good Life Advisors
Pennsylvania
$773K +$39.1K +679 +5%
Tudor Investment Corp
543
Tudor Investment Corp
Connecticut
$771K +$771K +13,382 New
WF
544
Warner Financial
Maryland
$769K +$3.92K +68 +0.5%
SWM
545
SigFig Wealth Management
California
$769K +$79.8K +1,385 +12%
PB
546
Pinnacle Bancorp
Nebraska
$769K – – –
CFO
547
CVA Family Office
Colorado
$768K +$164K +2,855 +27%
PCA
548
Pallas Capital Advisors
Massachusetts
$752K -$4.3K -72 -0.6%
IAIM
549
International Assets Investment Management
Florida
$751K -$6.45K -112 -0.9%
LF
550
LifePlan Financial
Minnesota
$751K +$15.4K +268 +2%
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