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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 %
OWP
576
ORG Wealth Partners
Texas
$835K +$835K +13,318 New
CFB
577
Cullen/Frost Bankers
Texas
$832K +$230K +3,668 +38%
CCAM
578
Cascades Capital Asset Management
North Carolina
$831K +$831K +13,260 New
HPC
579
HM Payson & Co
Maine
$826K +$487K +7,767 +144%
ECM
580
Evergreen Capital Management
Washington
$825K +$395K +6,300 +92%
SFG
581
Sunburst Financial Group
Alabama
$823K -$24.5K -391 -3%
GT
582
Glenmede Trust
Pennsylvania
$821K +$270K +4,300 +49%
IAG
583
Investment Advisory Group
Massachusetts
$820K +$101K +1,617 +14%
EFA
584
Evernest Financial Advisors
Indiana
$814K – – –
MWM
585
Mascoma Wealth Management
New Hampshire
$799K -$94.4K -1,506 -11%
PIAS
586
PCA Investment Advisory Services
Ohio
$798K +$18.4K +294 +2%
GM
587
GeoWealth Management
Illinois
$793K +$228K +3,641 +40%
APA
588
Astoria Portfolio Advisors
New York
$793K -$12.4K -196 -2%
LF
589
LifePlan Financial
Minnesota
$790K -$27.4K -437 -3%
IA
590
IFG Advisory
Georgia
$787K -$29.8K -476 -4%
EW
591
Element Wealth
Mississippi
$779K +$1.19K +19 +0.2%
AAS
592
Annex Advisory Services
Wisconsin
$771K -$9.91K -158 -1%
SWM
593
SigFig Wealth Management
California
$770K -$62.4K -1,000 -7%
FCA
594
FinTrust Capital Advisors
South Carolina
$766K -$150K -2,390 -16%
RMAM
595
Raab & Moskowitz Asset Management
New Jersey
$766K -$1.44K -23 -0.2%
IWS
596
Insight Wealth Strategies
California
$758K -$1.32K -21 -0.2%
PCA
597
Pallas Capital Advisors
Massachusetts
$746K -$45.8K -728 -6%
RW
598
RVW Wealth
California
$740K -$125 -2 -0%
FPW
599
Flagship Private Wealth
Massachusetts
$737K – – –
CPCM
600
Cardinal Point Capital Management
Ontario, Canada
$735K +$439 +7 +0.1%
22 23
24
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