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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 %
CMS
626
Capital Market Strategies
Florida
$676K -$42.3K -674 -6%
Qube Research & Technologies (QRT)
627
Qube Research & Technologies (QRT)
United Kingdom
$676K +$236K +3,764 +54%
WPC
628
Wedmont Private Capital
Pennsylvania
$670K -$933 -15 -0.1%
EWA
629
ERTS Wealth Advisors
Michigan
$668K -$4.7K -75 -0.7%
AFG
630
Albion Financial Group
Utah
$667K -$4.01K -64 -0.6%
AHC
631
Adell Harriman & Carpenter
Texas
$665K +$10.7K +170 +2%
BHWA
632
Beacon Harbor Wealth Advisors
Virginia
$664K +$664K +10,599 New
HL
633
HeadInvest LLC
Maine
$662K -$11.3K -181 -2%
AFO
634
Arrowroot Family Office
California
$659K -$126K -2,006 -16%
MWM
635
Modera Wealth Management
New Jersey
$652K +$306K +4,886 +89%
VC
636
Veracity Capital
Georgia
$644K -$134K -2,133 -17%
BFO
637
Biltmore Family Office
North Carolina
$642K – – –
HI
638
Human Investing
Oregon
$634K +$3.07K +49 +0.5%
BCM
639
Brasada Capital Management
Texas
$628K -$3.75K -60 -0.6%
SAW
640
Signal Advisors Wealth
Michigan
$626K +$626K +9,988 New
LC
641
Lincoln Capital
Nebraska
$618K -$166K -2,649 -21%
ACG
642
Allen Capital Group
Nebraska
$611K – – –
MCC
643
Money Concepts Capital
Florida
$611K +$106K +1,697 +21%
WAL
644
W Advisors LLC
Tennessee
$608K – – –
PWM
645
Pacific Wealth Management
California
$605K -$66.6K -1,063 -10%
EAMA
646
EFG Asset Management (Americas)
Florida
$600K -$808K -12,892 -57%
SFA
647
Sequoia Financial Advisors
Ohio
$592K +$2.76K +44 +0.5%
MCA
648
MSH Capital Advisors
Arizona
$589K +$1.07K +17 +0.2%
CFG
649
Citizens Financial Group
Rhode Island
$589K +$589K +9,395 New
RWA
650
River Wealth Advisors
Pennsylvania
$580K -$50.2K -800 -8%
24 25
26
27 28