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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 %
JHCP
626
Jackson Hole Capital Partners
Oklahoma
$512K – – –
CCM
627
Cox Capital Management
Massachusetts
$507K -$3K -52 -0.6%
GT
628
Glenmede Trust
Pennsylvania
$507K -$125K -2,175 -20%
GT
629
Glenview Trust
Kentucky
$506K – – –
SEIA
630
Signature Estate & Investment Advisors
California
$505K +$505K +8,770 New
Betterment LLC
631
Betterment LLC
New York
$497K +$44.7K +775 +10%
PPP
632
Private Portfolio Partners
New Jersey
$491K +$37.1K +644 +8%
BCG
633
Breakwater Capital Group
New Jersey
$490K +$49.8K +864 +11%
WF
634
Whelan Financial
California
$490K -$41.3K -717 -8%
BSW
635
Buckingham Strategic Wealth
Missouri
$489K -$418K -7,253 -46%
HGERS
636
Householder Group Estate & Retirement Specialist
Arizona
$483K -$17.9K -311 -4%
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$483K – – –
MWM
638
Mission Wealth Management
California
$482K – – –
CSB
639
City State Bank
Iowa
$481K +$8.64K +150 +2%
HIP
640
HUB Investment Partners
Texas
$477K +$62.6K +1,086 +15%
First Manhattan
641
First Manhattan
New York
$476K – – –
SSI
642
Scott & Selber Inc
Texas
$474K +$115 +2 +0%
SFS
643
Security Financial Services
Indiana
$468K -$2.48K -43 -0.5%
FFA
644
Farther Finance Advisors
California
$465K +$73.1K +1,272 +19%
Jane Street
645
Jane Street
New York
$465K -$3.33M -57,757 -88%
SFS
646
Summit Financial Strategies
Ohio
$464K – – –
MCC
647
Money Concepts Capital
Florida
$464K +$464K +8,046 New
GWAG
648
Garrett Wealth Advisory Group
Texas
$462K +$19.7K +342 +4%
AWM
649
Avaii Wealth Management
Wisconsin
$462K -$4.21K -73 -0.9%
QWM
650
Quadcap Wealth Management
Texas
$455K -$461 -8 -0.1%
24 25
26
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