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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 %
GAA
676
Guardian Asset Advisors
Pennsylvania
$411K -$142K -2,461 -26%
BFW
677
Brady Family Wealth
Missouri
$411K +$2.59K +45 +0.6%
SBIA
678
Sheaff Brock Investment Advisors
Indiana
$408K +$58 +1 +0%
EWM
679
Evermay Wealth Management
Virginia
$407K – – –
Qube Research & Technologies (QRT)
680
Qube Research & Technologies (QRT)
United Kingdom
$404K +$260K +4,516 +181%
HA
681
HFG Advisors
Ohio
$403K -$3.46K -60 -0.8%
QCG
682
Quadrant Capital Group
Ohio
$403K – – –
CIS
683
Continental Investors Services
Washington
$401K +$401K +6,962 New
HDIM
684
Hanson & Doremus Investment Management
Vermont
$400K -$69.6K -1,208 -15%
CCM
685
Coldstream Capital Management
Washington
$400K +$196K +3,410 +97%
CWA
686
Core Wealth Advisors
Florida
$400K – – –
FCCM
687
First City Capital Management
Georgia
$399K – – –
NEPWA
688
New England Private Wealth Advisors
Massachusetts
$399K -$22K -382 -5%
Deutsche Bank
689
Deutsche Bank
Germany
$396K -$58 -1 -0%
ECM
690
Evergreen Capital Management
Washington
$395K – – –
AWM
691
Alterna Wealth Management
Texas
$395K – – –
PWM
692
Perigon Wealth Management
California
$394K +$60K +1,042 +18%
PI
693
PFG Investments
New York
$394K -$1.2M -20,772 -75%
DWM
694
Destination Wealth Management
California
$390K +$12.3K +213 +3%
IWP
695
Insight Wealth Partners
Texas
$389K – – –
S
696
Sachetta
Massachusetts
$388K -$240K -4,001 -38%
RIA
697
Regal Investment Advisors
Michigan
$387K +$461 +8 +0.1%
FAM
698
Formidable Asset Management
Ohio
$385K -$61.1K -1,060 -14%
ACA
699
Aptus Capital Advisors
Alabama
$383K -$8.35K -145 -2%
FPAS
700
Focus Partners Advisor Solutions
Missouri
$378K +$12K +209 +3%
26 27
28
29 30