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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 %
TCBWMS
726
Texas Capital Bank Wealth Management Services
Texas
$338K – – –
RSA
727
River Street Advisors
Illinois
$338K +$338K +5,863 New
CRI
728
Commonwealth Retirement Investments
Virginia
$337K -$39.2K -681 -10%
PCH
729
PGIM Custom Harvest
New Jersey
$337K -$145K -2,523 -30%
AF
730
Apollon Financial
South Carolina
$334K +$41.2K +715 +14%
BCWM
731
Bartlett & Co Wealth Management
Ohio
$333K +$17.3K +300 +5%
TCA
732
Transcend Capital Advisors
New Jersey
$330K – – –
ZF
733
Zhang Financial
Michigan
$329K +$26.7K +464 +9%
FNBT
734
FineMark National Bank & Trust
Florida
$329K +$329K +5,705 New
VA
735
Vident Advisory
Georgia
$329K – – –
CPSC
736
Carl P. Sherr & Co
Massachusetts
$327K – – –
Koshinski Asset Management
737
Koshinski Asset Management
Illinois
$323K -$6.47K -112 -2%
EFN
738
Equita Financial Network
Pennsylvania
$318K +$318K +5,517 New
MWM
739
Modera Wealth Management
New Jersey
$318K -$10.5K -183 -3%
BFC
740
Bedel Financial Consulting
Indiana
$315K -$576 -10 -0.2%
CGFA
741
Colton Groome Financial Advisors
North Carolina
$315K -$7.89K -137 -2%
SF
742
Symphony Financial
Texas
$315K +$18K +313 +6%
PA
743
Planning Alternatives
Michigan
$314K -$3.17K -55 -1%
CWA
744
Clarus Wealth Advisors
Arizona
$313K -$15.4K -264 -5%
ONB
745
Old National Bancorp
Indiana
$312K +$312K +5,416 New
HPC
746
HM Payson & Co
Maine
$312K -$864 -15 -0.3%
HAIM
747
Hunter Associates Investment Management
Pennsylvania
$311K – – –
BDFN
748
Bond & Devick Financial Network
Minnesota
$311K +$4.95K +86 +2%
MP
749
McDonald Partners
Ohio
$308K -$58 -1 -0%
DIA
750
Dana Investment Advisors
Wisconsin
$307K -$7.84K -136 -2%
28 29
30
31 32