DGRO icon

iShares Core Dividend Growth ETF

982 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.23%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
369
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
701
Belpointe Asset Management
Nevada
$397K +$128K +2,211 +48%
ACA
702
Aptus Capital Advisors
Alabama
$395K +$35.9K +619 +10%
FFA
703
Farther Finance Advisors
California
$394K +$201K +3,478 +104%
IWP
704
Insight Wealth Partners
Texas
$392K
EIG
705
Ellenbecker Investment Group
Wisconsin
$391K +$391K +6,733 New
RIA
706
Regal Investment Advisors
Michigan
$389K -$7.78K -134 -2%
OSAM
707
O'Shaughnessy Asset Management
Connecticut
$389K +$305K +5,254 +362%
CIBC Private Wealth Group
708
CIBC Private Wealth Group
Georgia
$389K -$14.9K -258 -4%
LWMG
709
Levy Wealth Management Group
Pennsylvania
$383K
DWM
710
Destination Wealth Management
California
$380K +$95.9K +1,652 +34%
MLIC
711
Mandatum Life Insurance Company
Finland
$380K
CRI
712
Commonwealth Retirement Investments
Virginia
$380K -$35.5K -612 -9%
WMR
713
Wealth Management Resources
Rhode Island
$379K
CAM
714
Creekmur Asset Management
Illinois
$379K -$429K -7,387 -53%
CWA
715
Continuum Wealth Advisors
New York
$378K -$10.7K -184 -3%
GWS
716
Glassman Wealth Services
Virginia
$373K +$191K +3,293 +105%
SP
717
Stonebrook Private
Michigan
$371K -$348 -6 -0.1%
TCM
718
Tandem Capital Management
New Jersey
$370K -$5.81K -100 -2%
FPAS
719
Focus Partners Advisor Solutions
Missouri
$369K +$369K +6,348 New
SW
720
SVB Wealth
Massachusetts
$367K +$406 +7 +0.1%
IGWM
721
ICA Group Wealth Management
Colorado
$366K -$16.8K -290 -4%
Franklin Resources
722
Franklin Resources
California
$366K +$52.3K +900 +17%
SAM
723
Silvercrest Asset Management
New York
$363K -$150K -2,585 -29%
NWMG
724
National Wealth Management Group
Ohio
$361K -$11K -189 -3%
MCM
725
Mendel Capital Management
Arkansas
$355K +$871 +15 +0.2%