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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

980 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, 360 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.25%
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
360
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 %
MSAM
601
Moloney Securities Asset Management
Missouri
$586K +$115K +1,994 +24%
RWA
602
River Wealth Advisors
Pennsylvania
$579K +$85.3K +1,480 +17%
HI
603
Human Investing
Oregon
$579K +$4.38K +76 +0.8%
WI
604
Wintrust Investments
Illinois
$575K +$15K +261 +3%
ACG
605
Allen Capital Group
Nebraska
$562K +$154K +2,678 +38%
VFA
606
Valeo Financial Advisors
Indiana
$561K +$52.4K +910 +10%
FLA
607
Financial Life Advisors
Texas
$559K -$309K -5,372 -36%
WAL
608
W Advisors LLC
Tennessee
$559K – – –
CFB
609
Cullen/Frost Bankers
Texas
$553K +$273K +4,737 +97%
FNT
610
First National Trust
Pennsylvania
$553K +$66K +1,146 +14%
MW
611
Marcum Wealth
Ohio
$542K +$115K +2,000 +27%
SFA
612
Sequoia Financial Advisors
Ohio
$541K +$63.7K +1,105 +13%
MCA
613
MSH Capital Advisors
Arizona
$541K -$10.6K -184 -2%
HFA
614
High Falls Advisors
New York
$534K -$25K -434 -4%
AF
615
Advisornet Financial
Minnesota
$529K -$3.63K -63 -0.7%
CCA
616
Criterion Capital Advisors
Tennessee
$525K -$29.1K -505 -5%
NC
617
NovaPoint Capital
Georgia
$522K -$3.28K -57 -0.6%
AA
618
Addison Advisors
Vermont
$521K -$180K -3,121 -26%
IPAM
619
Investment Partners Asset Management
New Jersey
$521K +$18.4K +320 +4%
PA
620
Probity Advisors
Texas
$520K -$51.4K -892 -9%
GM
621
GeoWealth Management
Illinois
$519K -$22.8K -396 -4%
WE
622
Wealth Effects
Massachusetts
$518K -$105K -1,827 -17%
ACM
623
Advance Capital Management
Michigan
$517K -$188K -3,255 -27%
ML
624
McAdam LLC
Pennsylvania
$516K -$7.43K -129 -1%
EIA
625
Eastover Investment Advisors
North Carolina
$515K -$19K -329 -4%
23 24
25
26 27