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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 %
DAS
751
Diversify Advisory Services
Utah
$305K -$298K -5,162 -49%
CIR
752
Clear Investment Research
Georgia
$303K +$40.4K +702 +15%
SC
753
Stephens Consulting
Michigan
$303K -$10.5K -183 -3%
RHP
754
Royal Harbor Partners
Texas
$303K -$12.2K -211 -4%
OHIS
755
Oak Harvest Investment Services
Texas
$303K +$303K +5,253 New
LAM
756
LifePro Asset Management
California
$302K +$302K +5,242 New
SPWG
757
Syntegra Private Wealth Group
Missouri
$301K -$3.51K -61 -1%
FCFC
758
First Commonwealth Financial Corp
Pennsylvania
$299K -$10.4K -180 -3%
WJA
759
Willis Johnson & Associates
Texas
$298K +$38.9K +676 +15%
FDCDDQ
760
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K -$185K -3,210 -38%
HCA
761
Heck Capital Advisors
Wisconsin
$292K -$7.6K -132 -3%
WS
762
Wedbush Securities
California
$289K -$31.5K -548 -10%
Capital International Investors
763
Capital International Investors
California
$288K +$288K +5,004 New
SCM
764
SOL Capital Management
Maryland
$288K – – –
HSA
765
HBK Sorce Advisory
Pennsylvania
$288K -$749 -13 -0.3%
KFS
766
Kelly Financial Services
Massachusetts
$286K -$26.2K -454 -8%
PTC
767
Philadelphia Trust Company
Pennsylvania
$284K – – –
BWA
768
BCU Wealth Advisors
Illinois
$284K +$1.15K +20 +0.4%
BA
769
Bluesphere Advisors
Pennsylvania
$284K +$23.3K +404 +9%
GWMR
770
GC Wealth Management RIA
Massachusetts
$282K – – –
SYBT
771
Stock Yards Bank & Trust
Kentucky
$281K +$10.3K +179 +4%
CTI
772
Community Trust & Investment
Kentucky
$281K +$4.9K +85 +2%
JWM
773
Janiczek Wealth Management
Colorado
$281K – – –
TF
774
Trek Financial
Arizona
$279K -$526K -9,130 -65%
RMDI
775
R.M. Davis Inc
Maine
$276K -$3.75K -65 -1%
29 30
31
32 33