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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
14.26%
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
1
Wealthfront Advisers
California
$547M
2
KAS
2
Kestra Advisory Services
Texas
$83.8M
3
LPL Financial
3
LPL Financial
California
$746M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$112M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$519M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$115M
4
MOS
4
MGO One Seven
Ohio
$6.33M
5
PA
5
Prism Advisors
California
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$43.5M -$6.29M -109,243 -13%
SAF
52
Smith Anglin Financial
Texas
$43.5M +$2.26M +39,297 +5%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$41.6M -$417K -7,244 -1%
TPCW
54
TD Private Client Wealth
New York
$41.5M +$5.75M +99,740 +16%
CWS
55
Confluence Wealth Services
Pennsylvania
$38.4M +$3.04M +52,791 +9%
CCA
56
Conservest Capital Advisors
Pennsylvania
$38.2M -$8.2M -141,264 -18%
SPIA
57
Steward Partners Investment Advisory
New York
$36.6M -$9.4M -163,119 -20%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$36.1M -$1.49M -25,785 -4%
DOA
59
D'Orazio & Associates
Virginia
$35.5M -$6.08M -105,467 -15%
Comerica Bank
60
Comerica Bank
Texas
$33.7M -$228K -3,951 -0.7%
E
61
ETFidea
New York
$33.1M +$328K +5,698 +1%
ODG
62
O'Dell Group
Ohio
$33M – – –
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$32.6M +$1.35M +23,518 +4%
OC
64
Oppenheimer & Co
New York
$30.7M +$1.75M +30,324 +6%
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$30.6M +$197K +3,412 +0.6%
SCI
66
Silver Coast Investments
United States
$30.4M +$704K +12,217 +2%
NA
67
NewEdge Advisors
Louisiana
$29.9M +$199K +3,452 +0.7%
VDI
68
Vaughan David Investments
Illinois
$29.7M +$655K +11,362 +2%
LFS
69
Legacy Financial Strategies
Kansas
$29.6M +$1.72M +29,725 +6%
AOI
70
Auto-Owners Insurance
Michigan
$29.6M – – –
WFM
71
Wolff Financial Management
Michigan
$28.4M +$342K +5,941 +1%
WP
72
WealthPLAN Partners
Nebraska
$27.7M +$499K +8,664 +2%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$27.6M +$1.19M +20,594 +4%
JWCA
74
J.W. Cole Advisors
Florida
$27.3M -$137K -2,382 -0.5%
XF
75
XML Financial
Maryland
$25.9M +$797K +13,827 +3%
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3
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