DGRO icon

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 %
Bessemer Group
776
Bessemer Group
New Jersey
$276K +$163K +2,838 +145%
IF
777
Integrity Financial
Wyoming
$276K -$2.36K -41 -0.8%
TA
778
TrueWealth Advisors
Alabama
$275K -$2.25K -39 -0.8%
GWP
779
Gateway Wealth Partners
Wisconsin
$273K +$46.8K +813 +21%
MCM
780
Mattern Capital Management
Colorado
$273K – – –
NP
781
NorthRock Partners
Minnesota
$270K +$12.2K +212 +5%
DWT
782
Dorsey & Whitney Trust
South Dakota
$269K – – –
Empower Advisory Group
783
Empower Advisory Group
Colorado
$268K +$268K +4,658 New
RIA
784
Realta Investment Advisors
Delaware
$266K -$4.49K -78 -2%
SAA
785
Southeast Asset Advisors
Georgia
$265K -$346 -6 -0.1%
AG
786
Ascent Group
Virginia
$265K +$31.1K +540 +13%
BFIM
787
Beese Fulmer Investment Management
Ohio
$265K – – –
GC
788
Grimes & Company
Massachusetts
$264K +$1.21K +21 +0.5%
MF
789
Montis Financial
Massachusetts
$264K – – –
EL
790
Essex LLC
Illinois
$263K – – –
SFG
791
Sovereign Financial Group
Connecticut
$261K -$180K -3,118 -41%
NWA
792
Navis Wealth Advisors
New York
$260K – – –
CAG
793
Curtis Advisory Group
California
$259K – – –
AMCA
794
Arthur M. Cohen & Associates
Illinois
$259K – – –
HWP
795
Hibernia Wealth Partners
Louisiana
$258K +$258K +4,480 New
TTWM
796
TCV Trust & Wealth Management
Virginia
$257K – – –
CW
797
CIC Wealth
Maryland
$256K – – –
HGA
798
Hobbs Group Advisors
South Carolina
$252K +$252K +4,382 New
FCI
799
Financial Counselors Inc
Kansas
$252K – – –
S
800
SignatureFD
Georgia
$250K -$9.79K -170 -4%
30 31
32
33 34