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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 %
KWM
701
Keebeck Wealth Management
Illinois
$463K -$13.4K -214 -3%
CFP
702
Catalyst Financial Partners
Massachusetts
$463K – – –
RCAG
703
Rehmann Capital Advisory Group
Michigan
$462K +$1.19K +19 +0.3%
BWM
704
BKM Wealth Management
Wisconsin
$461K +$376 +6 +0.1%
ACM
705
Ayrshire Capital Management
Connecticut
$459K +$7.77K +124 +2%
FCT
706
Family Capital Trust
Massachusetts
$458K – – –
HGERS
707
Householder Group Estate & Retirement Specialist
Arizona
$457K -$68.8K -1,098 -13%
EWM
708
Evermay Wealth Management
Virginia
$456K +$13.2K +211 +3%
DFG
709
Demars Financial Group
Washington
$453K -$36.6K -583 -7%
SBIA
710
Sheaff Brock Investment Advisors
Indiana
$451K +$6.39K +102 +1%
DIA
711
Dana Investment Advisors
Wisconsin
$449K +$115K +1,839 +35%
PWM
712
Perigon Wealth Management
California
$447K +$18.3K +292 +4%
BFW
713
Brady Family Wealth
Missouri
$447K +$63 +1 +0%
FNBT
714
FineMark National Bank & Trust
Florida
$445K +$87.7K +1,399 +25%
HA
715
HFG Advisors
Ohio
$439K – – –
DT
716
Diversified Trust
Tennessee
$438K +$39.6K +632 +10%
NEPWA
717
New England Private Wealth Advisors
Massachusetts
$437K +$3.26K +52 +0.8%
HDIM
718
Hanson & Doremus Investment Management
Vermont
$435K – – –
FCCM
719
First City Capital Management
Georgia
$434K – – –
CWA
720
Core Wealth Advisors
Florida
$434K -$1.5K -24 -0.3%
Deutsche Bank
721
Deutsche Bank
Germany
$431K – – –
CIC
722
Carnegie Investment Counsel
Ohio
$430K -$52K -830 -11%
AWM
723
Alterna Wealth Management
Texas
$430K – – –
MAG
724
M3 Advisory Group
Massachusetts
$427K -$361K -5,754 -46%
BCWM
725
Bartlett & Co Wealth Management
Ohio
$425K +$62.6K +999 +17%
27 28
29
30 31