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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 %
IWP
726
Insight Wealth Partners
Texas
$424K – – –
SXL
727
Summit X LLC
Missouri
$423K +$288 +5 +0.1%
DWM
728
Destination Wealth Management
California
$421K -$2.95K -47 -0.7%
FAM
729
Formidable Asset Management
Ohio
$419K – – –
CIS
730
Continental Investors Services
Washington
$414K -$20.8K -333 -5%
NWMG
731
National Wealth Management Group
Ohio
$411K +$22.9K +366 +6%
RIL
732
Rothschild Investment LLC
Illinois
$411K +$220K +3,502 +115%
MLIC
733
Mandatum Life Insurance Company
Finland
$410K – – –
NSB
734
Norway Savings Bank
Maine
$410K +$410K +6,546 New
PP
735
Pegasus Partners
Wisconsin
$409K – – –
FPAS
736
Focus Partners Advisor Solutions
Missouri
$406K -$5.2K -83 -1%
EFMC
737
Empire Financial Management Company
New York
$405K +$10.7K +171 +3%
S
738
Sachetta
Massachusetts
$403K -$1.19K -19 -0.3%
Franklin Resources
739
Franklin Resources
California
$402K – – –
FA
740
Fortis Advisors
Pennsylvania
$400K +$400K +6,376 New
SWA
741
Sax Wealth Advisors
New Jersey
$398K +$147K +2,350 +59%
BA
742
Bluesphere Advisors
Pennsylvania
$396K +$87.6K +1,398 +28%
SAM
743
Silvercrest Asset Management
New York
$396K +$2.13K +34 +0.5%
CA
744
Continuum Advisory
Idaho
$396K -$80.3K -1,267 -17%
TPWA
745
TRUE Private Wealth Advisors
Oregon
$394K +$25.4K +405 +7%
SP
746
Stonebrook Private
Michigan
$393K +$5.96K +95 +2%
FF
747
Francis Financial
$391K – – –
ZF
748
Zhang Financial
Michigan
$391K +$32.5K +519 +9%
MCM
749
Mendel Capital Management
Arkansas
$390K +$5.89K +94 +2%
LA
750
Latitude Advisors
Florida
$390K +$3.64K +58 +0.9%
28 29
30
31 32