DGRO icon

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 %
TPW
526
Talon Private Wealth
Florida
$1.1M +$1.1M +17,582 New
CFS
527
Commonwealth Financial Services
West Virginia
$1.1M -$5.38K -86 -0.5%
GWM
528
GSB Wealth Management
Connecticut
$1.09M +$9.22K +147 +0.9%
PWMAG
529
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$10.9K -174 -1%
RA
530
Ruggaard & Associates
Ohio
$1.08M +$315K +5,019 +41%
SP
531
Sequent Planning
Nebraska
$1.08M +$71.6K +1,142 +7%
SC
532
SouthState Corp
Florida
$1.07M +$127K +2,032 +14%
ST
533
Smithfield Trust
Pennsylvania
$1.06M +$250K +3,991 +31%
MWA
534
Midland Wealth Advisors
Illinois
$1.05M -$320K -5,104 -23%
PTC
535
Private Trust Company
Ohio
$1.05M +$80.7K +1,288 +8%
MFG
536
Mosaic Financial Group
Illinois
$1.04M -$93.2K -1,487 -8%
CFS
537
CGC Financial Services
Oregon
$1.04M -$53K -845 -5%
AM
538
Atwater Malick
Pennsylvania
$1.04M +$100K +1,602 +11%
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$1.03M +$124K +1,945 +14%
CRC
540
Curi RMB Capital
Illinois
$1.02M -$84.8K -1,353 -8%
PAG
541
Paladin Advisory Group
Iowa
$1.02M -$1K -16 -0.1%
OFG
542
Oxford Financial Group
Indiana
$1.01M – – –
Koshinski Asset Management
543
Koshinski Asset Management
Illinois
$1.01M +$663K +10,576 +189%
Susquehanna International Group
544
Susquehanna International Group
Pennsylvania
$1.01M -$611K -9,739 -38%
Kovitz Investment Group Partners
545
Kovitz Investment Group Partners
Illinois
$995K +$619K +10,635 +165%
IC
546
Inscription Capital
Texas
$991K – – –
BOPW
547
Brandywine Oak Private Wealth
Pennsylvania
$983K -$26.3K -420 -3%
SAM
548
Smartleaf Asset Management
Massachusetts
$977K +$956K +15,323 +4,480%
BBHC
549
Brown Brothers Harriman & Co
New York
$977K +$3.76K +60 +0.4%
IIA
550
IPG Investment Advisors
California
$976K – – –
20 21
22
23 24