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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 %
AF
651
Advisornet Financial
Minnesota
$579K +$3.32K +53 +0.6%
PPP
652
Private Portfolio Partners
New Jersey
$574K +$39.4K +629 +7%
FIM
653
FWL Investment Management
Texas
$573K +$559K +8,913 +4,051%
IPAM
654
Investment Partners Asset Management
New Jersey
$572K +$5.14K +82 +0.9%
NC
655
NovaPoint Capital
Georgia
$570K +$2.13K +34 +0.4%
CCM
656
Cox Capital Management
Massachusetts
$567K +$15.5K +247 +3%
SW
657
Simplicity Wealth
New Jersey
$567K -$368K -5,872 -39%
WE
658
Wealth Effects
Massachusetts
$563K -$313 -5 -0.1%
Fifth Third Bancorp
659
Fifth Third Bancorp
Ohio
$561K +$35.5K +567 +7%
EIA
660
Eastover Investment Advisors
North Carolina
$560K +$376 +6 +0.1%
BCG
661
Breakwater Capital Group
New Jersey
$559K +$25.7K +410 +5%
AA
662
Ancora Advisors
Ohio
$559K +$350K +5,580 +167%
MWM
663
Mission Wealth Management
California
$558K +$33.7K +538 +6%
JHCP
664
Jackson Hole Capital Partners
Oklahoma
$557K – – –
MW
665
Marcum Wealth
Ohio
$554K -$35.7K -570 -6%
GT
666
Glenview Trust
Kentucky
$551K – – –
RRA
667
Round Rock Advisors
Connecticut
$535K +$138K +2,204 +35%
SEIA
668
Signature Estate & Investment Advisors
California
$533K -$16.3K -260 -3%
WF
669
Whelan Financial
California
$533K – – –
ML
670
McAdam LLC
Pennsylvania
$533K -$28.4K -453 -5%
CCA
671
Criterion Capital Advisors
Tennessee
$525K – – –
FCI
672
Financial Counselors Inc
Kansas
$521K +$247K +3,938 +90%
CGFA
673
Colton Groome Financial Advisors
North Carolina
$519K +$176K +2,809 +51%
HIP
674
HUB Investment Partners
Texas
$518K -$940 -15 -0.2%
First Manhattan
675
First Manhattan
New York
$518K – – –
25 26
27
28 29