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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
1
Wealthfront Advisers
California
$547M
2
KAS
2
Kestra Advisory Services
Texas
$83.8M
3
LPL Financial
3
LPL Financial
California
$746M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$112M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$519M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$115M
4
MOS
4
MGO One Seven
Ohio
$6.33M
5
PA
5
Prism Advisors
California
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
801
Romano Brothers & Co
Illinois
$249K – – –
CRWM
802
Castle Rock Wealth Management
California
$247K +$1.26K +22 +0.5%
WIM
803
Westside Investment Management
California
$245K -$80.6K -1,398 -25%
SAM
804
SP Asset Management
California
$244K +$922 +16 +0.4%
TIAA Trust, National Association
805
TIAA Trust, National Association
North Carolina
$244K -$8.93K -155 -4%
LA
806
LM Advisors
California
$242K – – –
WW
807
Waterfront Wealth
Kansas
$242K – – –
CAGAS
808
Capital Advisory Group Advisory Services
Minnesota
$240K +$240K +4,170 New
EP
809
Edgestream Partners
New Jersey
$240K +$240K +4,159 New
BI
810
Bramshill Investments
Florida
$239K +$239K +4,156 New
NAS
811
Nicolet Advisory Services
Wisconsin
$239K – – –
DWP
812
Daymark Wealth Partners
Ohio
$236K +$236K +4,099 New
FWP
813
Firethorn Wealth Partners
Georgia
$236K -$7.78K -135 -3%
SHIM
814
Stone House Investment Management
Pennsylvania
$236K -$97.8K -1,697 -29%
GCA
815
Guardian Capital Advisors
Ontario, Canada
$233K – – –
VPIM
816
Vanguard Personalized Indexing Management
California
$233K -$8.81K -153 -4%
HNB
817
Huntington National Bank
Ohio
$232K -$28.3K – –
SGI
818
Summit Global Investments
Utah
$231K -$6.06K -105 -3%
SPP
819
Single Point Partners
Massachusetts
$231K +$231K +4,012 New
SWA
820
Sax Wealth Advisors
New Jersey
$230K +$230K +3,996 New
FPWM
821
FSB Premier Wealth Management
Iowa
$227K +$576 +10 +0.3%
BJL
822
Brighton Jones LLC
Washington
$224K +$224K +3,894 New
M&T Bank
823
M&T Bank
New York
$224K -$14.9K -259 -6%
GWM
824
GDS Wealth Management
Texas
$223K – – –
FFA
825
Florida Financial Advisors
Florida
$223K -$125K -2,166 -36%
31 32
33
34 35