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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
$547M
2
KAS
Kestra Advisory Services
Texas
$83.8M
3
LPL Financial
LPL Financial
California
$746M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$112M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$519M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
SIAS
Summit Investment Advisory Services
Minnesota
$0
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$115M
4
MOS
MGO One Seven
Ohio
$6.33M
5
PA
Prism Advisors
California
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
651
Demars Financial Group
Washington
$450K -$34.6K -601 -7%
CBT
652
Central Bank & Trust
Kentucky
$449K +$404K +7,021 +907%
NMM
653
Naples Money Management
Florida
$444K +$45.9K +799 +12%
CIC
654
Carnegie Investment Counsel
Ohio
$443K – – –
WCM
655
Whitener Capital Management
North Carolina
$441K +$5.76K +100 +1%
AUB
656
Atlantic Union Bankshares
Virginia
$438K – – –
KWM
657
Keebeck Wealth Management
Illinois
$438K -$5.65K -98 -1%
PFWA
658
Paces Ferry Wealth Advisors
Georgia
$436K +$1.61K +28 +0.4%
FPGK
659
Financial Partners Group (Kansas)
Kansas
$435K +$2.02K +35 +0.5%
SW
660
SteelPeak Wealth
California
$434K -$8.99K -156 -2%
CA
661
Continuum Advisory
Idaho
$433K -$21.6K -375 -5%
AWA
662
Alta Wealth Advisors
Massachusetts
$432K -$38.6K -670 -8%
ICM
663
Intrepid Capital Management
Florida
$431K – – –
CWM
664
Collaborative Wealth Management
Florida
$430K -$22.5K -391 -5%
CFP
665
Catalyst Financial Partners
Massachusetts
$425K +$425K +7,382 New
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$424K -$730K -12,675 -63%
RCAG
667
Rehmann Capital Advisory Group
Michigan
$424K -$43.4K -753 -9%
SXL
668
Summit X LLC
Missouri
$423K -$557K -9,648 -57%
BWM
669
BKM Wealth Management
Wisconsin
$423K +$2.25K +39 +0.5%
CIBC World Market
670
CIBC World Market
Ontario, Canada
$421K -$17.9K -311 -4%
FCT
671
Family Capital Trust
Massachusetts
$421K – – –
EFG
672
Ethos Financial Group
Pennsylvania
$417K -$564K -9,780 -57%
CB
673
Commerce Bank
Missouri
$417K -$4.72K -82 -1%
LWMG
674
Levy Wealth Management Group
Pennsylvania
$415K +$5.24K +91 +1%
ACM
675
Ayrshire Capital Management
Connecticut
$414K +$2.07K +36 +0.5%
25 26
27
28 29