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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 %
IA
551
IFG Advisory
Georgia
$751K -$134K -2,318 -15%
EFA
552
Evernest Financial Advisors
Indiana
$748K – – –
GF
553
Gries Financial
Ohio
$747K -$1.37M -23,835 -65%
ST
554
Smithfield Trust
Pennsylvania
$742K – – –
HSG
555
Helen Stephens Group
Texas
$736K -$3.57K -62 -0.5%
APA
556
Astoria Portfolio Advisors
New York
$733K +$576 +10 +0.1%
MAG
557
M3 Advisory Group
Massachusetts
$724K +$18.2K +316 +3%
AFO
558
Arrowroot Family Office
California
$721K -$15.7K -273 -2%
LC
559
Lincoln Capital
Nebraska
$720K -$20.2K -350 -3%
Lido Advisors
560
Lido Advisors
California
$719K +$43.7K +759 +6%
AAS
561
Annex Advisory Services
Wisconsin
$718K -$45.6K -792 -6%
PIAS
562
PCA Investment Advisory Services
Ohio
$716K +$17.6K +305 +3%
VC
563
Veracity Capital
Georgia
$715K -$17.3K -300 -2%
EW
564
Element Wealth
Mississippi
$714K -$16.5K -287 -2%
RMAM
565
Raab & Moskowitz Asset Management
New Jersey
$705K +$29K +504 +4%
RA
566
Ruggaard & Associates
Ohio
$702K +$469K +8,133 +201%
MFG
567
Magnus Financial Group
New York
$699K +$76.4K +1,327 +12%
IWS
568
Insight Wealth Strategies
California
$698K -$18K -313 -3%
WWG
569
West Wealth Group
California
$684K -$71.5K -1,241 -9%
RW
570
RVW Wealth
California
$680K – – –
FPW
571
Flagship Private Wealth
Massachusetts
$677K +$58 +1 +0%
CPCM
572
Cardinal Point Capital Management
Ontario, Canada
$675K +$346 +6 +0.1%
CAAM
573
Cornerstone Advisors Asset Management
Pennsylvania
$673K – – –
AIP
574
ARS Investment Partners
New York
$666K – – –
RFN
575
Redwood Financial Network
Ohio
$661K -$134K -2,330 -17%
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