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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,035 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, 340 reducing their positions, and 34 closing their positions.

Holders
1,035
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.97%
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
340
Closed
34
Calls
$95M
Puts
$715K
Net Calls
+$94.2M
Net Calls Change
+$86.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$719M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$193M
3
HI
3
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$639M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$279M
2
SFC
2
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
4
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
5
BlackRock
New York
$582M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
51
Conservest Capital Advisors
Pennsylvania
$46.4M 799,973 +141,221 +21%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$44.9M 716,937 -5,315 -0.7%
CWS
53
Confluence Wealth Services
Pennsylvania
$44.1M 703,251 +35,845 +5%
SPC
54
Sigma Planning Corp
Michigan
$40.7M 649,549 -105,689 -14%
NSLI
55
Nan Shan Life Insurance
Taiwan
$40.2M 641,300 +641,300 New
SPIA
56
Steward Partners Investment Advisory
New York
$39.2M 624,597 -10,022 -2%
VAS
57
Vestmark Advisory Solutions
Massachusetts
$38.6M 615,604 -11,278 -2%
Comerica Bank
58
Comerica Bank
Texas
$37.5M 598,702 +13,204 +2%
ODG
59
O'Dell Group
Ohio
$37.2M 593,379 +24,332 +4%
E
60
ETFidea
New York
$36.3M 578,709 +3,886 +0.7%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$36.2M 577,722 +306,836 +113%
DOA
62
D'Orazio & Associates
Virginia
$36.1M 576,009 -39,485 -6%
OC
63
Oppenheimer & Co
New York
$35.4M 565,087 +31,504 +6%
LFS
64
Legacy Financial Strategies
Kansas
$33.6M 535,925 +22,183 +4%
SCI
65
Silver Coast Investments
United States
$33.3M 531,137 +3,665 +0.7%
RDFA
66
Ritter Daniher Financial Advisory
Ohio
$33.3M 530,900 +394 +0.1%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$32.5M 518,640 -47,330 -8%
VDI
68
Vaughan David Investments
Illinois
$32.5M 518,468 +3,602 +0.7%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$32.3M 514,777 +238,100 +86%
AOI
70
Auto-Owners Insurance
Michigan
$32.3M 514,500 – –
NA
71
NewEdge Advisors
Louisiana
$32.2M 513,089 -5,554 -1%
WFM
72
Wolff Financial Management
Michigan
$32M 510,387 +17,290 +4%
JWCA
73
J.W. Cole Advisors
Florida
$31.7M 506,436 +32,343 +7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$31.1M 496,471 +16,992 +4%
XF
75
XML Financial
Maryland
$29.5M 471,027 +21,053 +5%
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