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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 %
SFS
576
Sowell Financial Services
Arkansas
$661K +$33.7K +584 +5%
CMS
577
Capital Market Strategies
Florida
$660K -$15.7K -272 -2%
WMA
578
Wealth Management Associates
New Jersey
$660K – – –
IAG
579
Investment Advisory Group
Massachusetts
$660K +$80.8K +1,403 +14%
CF
580
Centaurus Financial
California
$658K +$7.49K +130 +1%
T. Rowe Price Associates
581
T. Rowe Price Associates
Maryland
$657K -$601K -10,430 -48%
FNWM
582
Financial Network Wealth Management
Utah
$655K – – –
KDA
583
Kraft Davis & Associates
Missouri
$653K – – –
RC
584
Randolph Company
Ohio
$643K +$34K +591 +6%
SAM
585
SignalPoint Asset Management
Missouri
$642K – – –
FSA
586
Fort Sheridan Advisors
Illinois
$638K -$32.6K -566 -5%
VVP
587
Venture Visionary Partners
Ohio
$637K -$9.79K -170 -2%
WPC
588
Wedmont Private Capital
Pennsylvania
$636K +$166K +2,809 +35%
AR
589
Apeiron RIA
Texas
$631K +$2.25K +39 +0.4%
JIC
590
Johnson Investment Counsel
Ohio
$631K -$40.5K -703 -6%
PWP
591
Principle Wealth Partners
Connecticut
$625K – – –
AIM
592
Anchor Investment Management
South Carolina
$625K +$14.3K +249 +2%
HL
593
HeadInvest LLC
Maine
$619K -$5.76K -100 -0.9%
EWA
594
ERTS Wealth Advisors
Michigan
$618K -$12.9K -224 -2%
PWM
595
Pacific Wealth Management
California
$618K -$14.9M -257,975 -96%
AFG
596
Albion Financial Group
Utah
$616K – – –
NAM
597
Nissay Asset Management
Japan
$611K -$1.36M -23,571 -69%
AHC
598
Adell Harriman & Carpenter
Texas
$602K +$53.9K +935 +10%
BCM
599
Brasada Capital Management
Texas
$592K +$2.29K +39 +0.4%
GP
600
Girard Partners
Pennsylvania
$591K +$461 +8 +0.1%
22 23
24
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