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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 %
MSAM
601
Moloney Securities Asset Management
Missouri
$734K +$96.6K +1,541 +15%
WMA
602
Wealth Management Associates
New Jersey
$732K +$14.4K +229 +2%
CAAM
603
Cornerstone Advisors Asset Management
Pennsylvania
$732K – – –
SWM
604
Silverlake Wealth Management
Vermont
$731K +$731K +11,653 New
AIP
605
ARS Investment Partners
New York
$725K – – –
CF
606
Centaurus Financial
California
$724K +$7.59K +121 +1%
VFA
607
Valeo Financial Advisors
Indiana
$722K +$112K +1,781 +18%
SCM
608
Sterling Capital Management
North Carolina
$719K +$719K +11,467 New
Lido Advisors
609
Lido Advisors
California
$715K -$67.3K -1,074 -9%
T. Rowe Price Associates
610
T. Rowe Price Associates
Maryland
$715K – – –
FNWM
611
Financial Network Wealth Management
Utah
$713K – – –
WWG
612
West Wealth Group
California
$711K -$33.6K -536 -5%
KDA
613
Kraft Davis & Associates
Missouri
$709K +$33.3K +537 +5%
GCIM
614
Gunn & Company Investment Management
Florida
$704K -$14.5M -230,948 -95%
FSA
615
Fort Sheridan Advisors
Illinois
$699K +$5.02K +80 +0.7%
JIC
616
Johnson Investment Counsel
Ohio
$698K +$11.4K +182 +2%
VVP
617
Venture Visionary Partners
Ohio
$693K – – –
RFN
618
Redwood Financial Network
Ohio
$692K -$27.7K -442 -4%
SAM
619
SignalPoint Asset Management
Missouri
$691K -$4.37K -70 -0.6%
AR
620
Apeiron RIA
Texas
$686K -$1.25K -20 -0.2%
UF
621
Univest Financial
Pennsylvania
$685K +$685K +10,925 New
RC
622
Randolph Company
Ohio
$681K -$18.1K -289 -3%
PWP
623
Principle Wealth Partners
Connecticut
$680K – – –
PA
624
Probity Advisors
Texas
$679K +$113K +1,805 +20%
NCFG
625
New Century Financial Group
New Jersey
$678K +$678K +10,813 New
23 24
25
26 27