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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 %
AFAS
551
Acorn Financial Advisory Services
Virginia
$976K +$31.8K +508 +3%
BCA
552
Bay Colony Advisors
Massachusetts
$972K -$21.2K -338 -2%
FCH
553
Freestone Capital Holdings
Washington
$969K +$969K +15,454 New
SAG
554
SageView Advisory Group
California
$959K -$317K -5,052 -25%
PPW
555
Pasadena Private Wealth
California
$945K -$3.7K -59 -0.4%
VNA
556
Valley National Advisers
Pennsylvania
$933K -$107K -1,714 -10%
TF
557
Trek Financial
Arizona
$927K +$624K +9,948 +206%
WIP
558
WealthCare Investment Partners
Rhode Island
$924K -$92K -1,479 -9%
CWP
559
Cyndeo Wealth Partners
Florida
$920K -$63.6K -1,015 -6%
OWA
560
Opal Wealth Advisors
New York
$919K +$73.2K +1,167 +9%
MSFS
561
Main Street Financial Solutions
Pennsylvania
$907K -$3.95K -63 -0.4%
APW
562
Aurora Private Wealth
New Jersey
$901K +$1.76K +28 +0.2%
MSWMA
563
Market Street Wealth Management Advisors
Indiana
$901K -$42.3K -675 -4%
HSG
564
Helen Stephens Group
Texas
$900K +$99.4K +1,585 +12%
DW30
565
Drucker Wealth 3.0
New Jersey
$898K -$130K -2,070 -13%
CFO
566
CVA Family Office
Colorado
$887K +$51.3K +819 +6%
SL
567
Sentinus LLC
Illinois
$881K -$89.5K -1,427 -9%
FNT
568
First National Trust
Pennsylvania
$874K +$273K +4,354 +45%
SFS
569
Sowell Financial Services
Arkansas
$869K +$150K +2,384 +21%
MAM
570
MWA Asset Management
Massachusetts
$866K -$14.6K -233 -2%
SFSG
571
Sound Financial Strategies Group
Mississippi
$853K +$6.08K +97 +0.7%
AL
572
Aspiriant LLC
California
$844K – – –
WF
573
Warner Financial
Maryland
$843K +$5.39K +86 +0.6%
FFN
574
Focus Financial Network
Minnesota
$842K -$8.97K -143 -1%
PB
575
Pinnacle Bancorp
Nebraska
$836K – – –
21 22
23
24 25