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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 %
OHIS
776
Oak Harvest Investment Services
Texas
$351K +$21.8K +347 +7%
KeyBank National Association
777
KeyBank National Association
Ohio
$349K +$112K +1,782 +47%
SF
778
Symphony Financial
Texas
$348K +$6.43K +103 +2%
TIAA Trust, National Association
779
TIAA Trust, National Association
North Carolina
$345K +$79.9K +1,275 +30%
BFC
780
Bedel Financial Consulting
Indiana
$343K – – –
CRI
781
Commonwealth Retirement Investments
Virginia
$342K -$25.3K -403 -7%
CPC
782
Consolidated Planning Corp
Georgia
$341K +$119K +1,898 +54%
LRPA
783
L. Roy Papp & Associates
Arizona
$340K +$340K +5,418 New
ONB
784
Old National Bancorp
Indiana
$340K – – –
CIR
785
Clear Investment Research
Georgia
$339K +$9.22K +147 +3%
CWM
786
Castle Wealth Management
Florida
$339K -$4.52M -72,065 -93%
HAIM
787
Hunter Associates Investment Management
Pennsylvania
$339K – – –
JSW
788
Journey Strategic Wealth
New Jersey
$338K +$338K +5,396 New
LT
789
Legacy Trust
Michigan
$338K +$338K +5,392 New
PA
790
Planning Alternatives
Michigan
$338K -$3.64K -58 -1%
BDFN
791
Bond & Devick Financial Network
Minnesota
$338K – – –
EFG
792
Ethos Financial Group
Pennsylvania
$337K -$117K -1,860 -26%
UAG
793
United Advisor Group
Ohio
$335K +$335K +5,346 New
SC
794
Soundwatch Capital
Connecticut
$331K +$331K +5,272 New
RHP
795
Royal Harbor Partners
Texas
$329K – – –
TSWM
796
Tyler-Stone Wealth Management
Ohio
$328K +$165K +2,625 +100%
FPWM
797
FSB Premier Wealth Management
Iowa
$326K +$79.8K +1,273 +32%
QWM
798
Quadcap Wealth Management
Texas
$326K -$169K -2,702 -34%
MP
799
McDonald Partners
Ohio
$324K -$10.8K -173 -3%
FDCDDQ
800
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323K -$188 -3 -0.1%
30 31
32
33 34