DGRO icon

iShares Core Dividend Growth ETF

960 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 353 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+66
Holders Change %
+7.38%
% of All Funds
14.07%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.7%
New
136
Increased
357
Reduced
353
Closed
56
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
701
Wedbush Securities
California
$340K -$76.3K -1,419 -18%
BFC
702
Bedel Financial Consulting
Indiana
$340K +$56.8K +1,055 +20%
CPSC
703
Carl P. Sherr & Co
Massachusetts
$338K -$9.37K -174 -3%
AAG
704
Armstrong Advisory Group
Massachusetts
$335K
ACA
705
Aptus Capital Advisors
Alabama
$332K -$254K -4,723 -43%
MCM
706
Mendel Capital Management
Arkansas
$328K +$431 +8 +0.1%
WIM
707
Westside Investment Management
California
$328K -$4.15K -77 -1%
RFN
708
RDA Financial Network
Iowa
$327K -$27.9K -518 -8%
PPP
709
Private Portfolio Partners
New Jersey
$325K +$9.26K +172 +3%
BMM
710
Buffington Mohr McNeal
Idaho
$324K -$2.69K -50 -0.8%
TI
711
Trexquant Investment
Connecticut
$323K +$323K +5,998 New
PP
712
Pegasus Partners
Wisconsin
$322K
TCBWMS
713
Texas Capital Bank Wealth Management Services
Texas
$320K -$67.3K -1,250 -17%
FIM
714
Freedom Investment Management
Connecticut
$315K +$49.5K +920 +19%
BFG
715
Bleakley Financial Group
New Jersey
$312K
ARC
716
Advisor Resource Council
Texas
$311K +$311K +5,782 New
TCA
717
Transcend Capital Advisors
New Jersey
$309K -$26.9K -500 -8%
VA
718
Vident Advisory
Georgia
$307K
MWM
719
Modera Wealth Management
New Jersey
$306K
CWA
720
Clarus Wealth Advisors
Arizona
$306K +$306K +5,707 New
FMC
721
First Merchants Corp
Indiana
$305K -$10.7K -199 -3%
PA
722
Planning Alternatives
Michigan
$302K -$6.08K -113 -2%
DIA
723
Dana Investment Advisors
Wisconsin
$301K -$59.3K -1,102 -16%
DT
724
Diversified Trust
Tennessee
$300K
TW
725
TritonPoint Wealth
Maryland
$299K +$299K +5,547 New