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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 %
AF
751
Apollon Financial
South Carolina
$388K +$25.1K +400 +7%
OL
752
Owen LaRue
Kentucky
$387K +$387K +6,180 New
GWS
753
Glassman Wealth Services
Virginia
$386K -$7.4K -118 -2%
PCH
754
PGIM Custom Harvest
New Jersey
$385K +$18.4K +293 +5%
WFS
755
WealthGarden F.S.
California
$385K +$385K +6,134 New
CFSG
756
Community Financial Services Group
Vermont
$383K -$4.7K -75 -1%
TCM
757
Tandem Capital Management
New Jersey
$382K -$3.13K -50 -0.8%
HSA
758
HBK Sorce Advisory
Pennsylvania
$380K +$66.6K +1,062 +21%
OFS
759
Orrstown Financial Services
Pennsylvania
$377K +$377K +6,018 New
RBC
760
Romano Brothers & Co
Illinois
$376K +$105K +1,680 +39%
WSFS
761
Wilmington Savings Fund Society
Delaware
$375K +$375K +5,989 New
PTC
762
Philadelphia Trust Company
Pennsylvania
$372K +$62.7K +1,000 +20%
FFWM
763
Future Financial Wealth Management
Ohio
$371K -$2.26K -36 -0.6%
BTI
764
Blue Trust Inc
Georgia
$369K +$346K +6,007 +1,521%
TCBWMS
765
Texas Capital Bank Wealth Management Services
Texas
$368K – – –
RSA
766
River Street Advisors
Illinois
$368K – – –
UB
767
UMB Bank
Missouri
$366K +$144K +2,291 +65%
LA
768
Lane & Associates
New Jersey
$366K -$16.7K -266 -4%
Betterment LLC
769
Betterment LLC
New York
$364K -$176K -2,816 -33%
TCA
770
Transcend Capital Advisors
New Jersey
$360K – – –
CWA
771
Continuum Wealth Advisors
New York
$359K -$49K -781 -12%
AA
772
Addison Advisors
Vermont
$358K -$209K -3,332 -37%
VA
773
Vident Advisory
Georgia
$358K – – –
GWP
774
Gateway Wealth Partners
Wisconsin
$357K +$59.2K +944 +20%
CPSC
775
Carl P. Sherr & Co
Massachusetts
$356K – – –
29 30
31
32 33