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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 %
CWA
801
Clarus Wealth Advisors
Arizona
$319K -$14.7K -236 -4%
SPWG
802
Syntegra Private Wealth Group
Missouri
$316K -$11.8K -189 -4%
Empower Advisory Group
803
Empower Advisory Group
Colorado
$316K +$24.1K +385 +8%
GWMR
804
GC Wealth Management RIA
Massachusetts
$315K +$8.9K +142 +3%
SCM
805
SOL Capital Management
Maryland
$313K – – –
CCM
806
Coldstream Capital Management
Washington
$313K -$123K -1,958 -28%
BWA
807
BCU Wealth Advisors
Illinois
$310K +$1.57K +25 +0.5%
CTI
808
Community Trust & Investment
Kentucky
$309K +$3.26K +52 +1%
HCA
809
Heck Capital Advisors
Wisconsin
$309K -$8.65K -138 -3%
KFS
810
Kelly Financial Services
Massachusetts
$308K -$2.88K -46 -0.9%
BMM
811
Buffington Mohr McNeal
Idaho
$307K -$62.7K -1,000 -17%
BW
812
Bison Wealth
Georgia
$304K +$304K +4,855 New
LAM
813
LifePro Asset Management
California
$301K -$27.5K -439 -8%
CAGAS
814
Capital Advisory Group Advisory Services
Minnesota
$301K +$39.6K +632 +15%
CWM
815
Congress Wealth Management
Massachusetts
$299K +$60.9K +971 +26%
EP
816
Edgestream Partners
New Jersey
$298K +$37.4K +597 +14%
Capital International Investors
817
Capital International Investors
California
$298K -$16K -255 -5%
CIC
818
Chilton Investment Company
Connecticut
$295K +$295K +4,703 New
IF
819
Integrity Financial
Wyoming
$294K -$5.77K -92 -2%
GC
820
Grimes & Company
Massachusetts
$294K +$6.58K +105 +2%
DWT
821
Dorsey & Whitney Trust
South Dakota
$293K – – –
MCM
822
Mattern Capital Management
Colorado
$292K -$5.71K -91 -2%
HGA
823
Hobbs Group Advisors
South Carolina
$289K +$14.3K +228 +5%
BFIM
824
Beese Fulmer Investment Management
Ohio
$288K – – –
SAA
825
Southeast Asset Advisors
Georgia
$287K -$2.26K -36 -0.8%
31 32
33
34 35