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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 %
MLIC
701
Mandatum Life Insurance Company
Finland
$377K – – –
PP
702
Pegasus Partners
Wisconsin
$376K +$31.2K +542 +9%
WMR
703
Wealth Management Resources
Rhode Island
$376K – – –
CWA
704
Continuum Wealth Advisors
New York
$375K -$230 -4 -0.1%
Kovitz Investment Group Partners
705
Kovitz Investment Group Partners
Illinois
$372K +$372K +6,461 New
DT
706
Diversified Trust
Tennessee
$366K -$282K -4,896 -44%
RRA
707
Round Rock Advisors
Connecticut
$365K +$35.1K +610 +11%
Franklin Resources
708
Franklin Resources
California
$363K – – –
EFMC
709
Empire Financial Management Company
New York
$362K -$95.7K -1,662 -21%
GWS
710
Glassman Wealth Services
Virginia
$362K -$8.18K -142 -2%
SAM
711
Silvercrest Asset Management
New York
$362K +$1.5K +26 +0.4%
FF
712
Francis Financial
$359K +$57K +990 +19%
TPA
713
Trivium Point Advisory
Connecticut
$359K +$359K +6,236 New
NWMG
714
National Wealth Management Group
Ohio
$357K -$1.79K -31 -0.5%
SP
715
Stonebrook Private
Michigan
$356K -$12.6K -218 -3%
CFSG
716
Community Financial Services Group
Vermont
$356K -$131K -2,273 -27%
TCM
717
Tandem Capital Management
New Jersey
$355K -$13.2K -228 -4%
LA
718
Latitude Advisors
Florida
$355K +$35.6K +618 +11%
MCM
719
Mendel Capital Management
Arkansas
$353K +$807 +14 +0.2%
LA
720
Lane & Associates
New Jersey
$351K +$691 +12 +0.2%
FFWM
721
Future Financial Wealth Management
Ohio
$343K -$257K -4,456 -43%
RFN
722
RDA Financial Network
Iowa
$342K -$4.61K -80 -1%
BMM
723
Buffington Mohr McNeal
Idaho
$340K – – –
TPWA
724
TRUE Private Wealth Advisors
Oregon
$338K +$83.7K +1,452 +33%
BFG
725
Bleakley Financial Group
New Jersey
$338K +$2.13K +37 +0.6%
27 28
29
30 31