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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 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, 368 reducing their positions, and 62 closing their positions.

Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
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
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$561M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
3
LPL Financial
California
$691M
4
HI
4
Horizon Investments
North Carolina
$89.9M
5
SPC
5
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$458M
3
NA
3
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
GC
5
Gratus Capital
Georgia
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$46.3M 797,738 -45,827 -5%
MWP
52
Madison Wealth Partners
Wisconsin
$45.6M 784,751 +14,862 +2%
CA
53
Cetera Advisors
Colorado
$45.6M 784,579 +209,247 +36%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$42.4M 729,496 -104,473 -13%
DOA
55
D'Orazio & Associates
Virginia
$41.9M 720,961 -152,184 -17%
SAF
56
Smith Anglin Financial
Texas
$41.6M 715,694 +46,291 +7%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$37.9M 652,667 -192,588 -23%
TPCW
58
TD Private Client Wealth
New York
$36M 620,716 +57,375 +10%
CWS
59
Confluence Wealth Services
Pennsylvania
$35.7M 614,615 +61,578 +11%
Comerica Bank
60
Comerica Bank
Texas
$34.2M 589,449 -7,243 -1%
E
61
ETFidea
New York
$33M 569,125 +9,539 +2%
ODG
62
O'Dell Group
Ohio
$33M 569,047 +4,714 +0.8%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$31.5M 542,452 -10,009 -2%
RDFA
64
Ritter Daniher Financial Advisory
Ohio
$30.6M 527,094 +6,065 +1%
SCI
65
Silver Coast Investments
United States
$29.9M 515,255 +14,302 +3%
NA
66
NewEdge Advisors
Louisiana
$29.9M 515,191 -1,126,309 -69%
AOI
67
Auto-Owners Insurance
Michigan
$29.9M 514,500 – –
VDI
68
Vaughan David Investments
Illinois
$29.2M 503,504 +13,463 +3%
OC
69
Oppenheimer & Co
New York
$29.2M 503,259 +64,507 +15%
TGAM
70
TBH Global Asset Management
Tennessee
$28.9M 498,504 -122,048 -20%
WFM
71
Wolff Financial Management
Michigan
$28.3M 487,156 +10,753 +2%
LFS
72
Legacy Financial Strategies
Kansas
$28.1M 484,017 +8,168 +2%
JWCA
73
J.W. Cole Advisors
Florida
$27.7M 476,475 +29,047 +6%
WP
74
WealthPLAN Partners
Nebraska
$27.4M 471,594 +147,434 +45%
AI
75
Atria Investments
North Carolina
$26.8M 460,907 +43,891 +11%
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