DGRO icon

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 %
SSI
676
Scott & Selber Inc
Texas
$516K +$188 +3 +0%
IF
677
Intrua Financial
Texas
$516K -$1.56M -24,944 -75%
CSB
678
City State Bank
Iowa
$516K -$7.52K -120 -1%
HFA
679
High Falls Advisors
New York
$511K -$69.9K -1,115 -12%
SFS
680
Security Financial Services
Indiana
$509K – – –
ACM
681
Advance Capital Management
Michigan
$509K -$53.3K -850 -9%
RFN
682
RDA Financial Network
Iowa
$505K +$133K +2,122 +36%
FFA
683
Farther Finance Advisors
California
$499K -$8.28K -132 -2%
AWM
684
Avaii Wealth Management
Wisconsin
$498K -$4.33K -69 -0.9%
GWAG
685
Garrett Wealth Advisory Group
Texas
$491K -$11.4K -182 -2%
CBT
686
Central Bank & Trust
Kentucky
$489K – – –
CWM
687
Collaborative Wealth Management
Florida
$488K +$19.4K +310 +4%
SW
688
SteelPeak Wealth
California
$486K +$14.4K +230 +3%
FPGK
689
Financial Partners Group (Kansas)
Kansas
$484K +$10.7K +171 +2%
QCG
690
Quadrant Capital Group
Ohio
$483K +$44K +702 +10%
AWA
691
Alta Wealth Advisors
Massachusetts
$482K +$12.2K +194 +3%
SFS
692
Summit Financial Strategies
Ohio
$482K -$23.2K -370 -5%
WCM
693
Whitener Capital Management
North Carolina
$480K – – –
NMM
694
Naples Money Management
Florida
$477K -$6.77K -108 -1%
AUB
695
Atlantic Union Bankshares
Virginia
$477K – – –
PFWA
696
Paces Ferry Wealth Advisors
Georgia
$476K +$1.38K +22 +0.3%
CB
697
Commerce Bank
Missouri
$473K +$18.9K +301 +4%
PI
698
PFG Investments
New York
$472K +$42.8K +683 +10%
ICM
699
Intrepid Capital Management
Florida
$469K – – –
AQR Capital Management
700
AQR Capital Management
Connecticut
$464K +$464K +7,397 New
26 27
28
29 30