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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 %
HCC
826
Hirtle Callaghan & Co
Pennsylvania
$223K – – –
KFI
827
Key Financial Inc
Pennsylvania
$222K – – –
AMM
828
American Money Management
California
$222K +$230 +4 +0.1%
ACA
829
American Capital Advisory
Idaho
$220K -$44.8K -832 -17%
BFS
830
Bradley Foster & Sargent
Connecticut
$220K +$4.9K +85 +2%
CWM
831
Congress Wealth Management
Massachusetts
$219K -$62.4K -1,082 -22%
TC
832
TAP Consulting
Missouri
$218K -$5.65K -98 -3%
DWM
833
Dakota Wealth Management
Florida
$218K +$218K +3,788 New
KeyBank National Association
834
KeyBank National Association
Ohio
$218K +$218K +3,778 New
FNA
835
First National Advisers
Nebraska
$216K +$216K +3,755 New
HWA
836
HHM Wealth Advisors
Tennessee
$215K +$11.5K +200 +6%
SW
837
SVB Wealth
Massachusetts
$214K -$151K -2,624 -41%
LWM
838
LJI Wealth Management
Indiana
$211K +$864 +15 +0.4%
FFB
839
First Financial Bankshares
Texas
$210K – – –
PMFA
840
Plante Moran Financial Advisors
Michigan
$209K -$34K -591 -14%
MM
841
Meridian Management
Arkansas
$209K +$6.68K +116 +3%
LFA
842
LGT Financial Advisors
Texas
$209K -$8.3K -144 -4%
MIM
843
MTM Investment Management
South Carolina
$209K – – –
AAG
844
Armstrong Advisory Group
Massachusetts
$208K -$150K -2,606 -42%
BFG
845
Berger Financial Group
Minnesota
$208K -$518 -9 -0.2%
FFA
846
Founders Financial Alliance
North Carolina
$207K +$173 +3 +0.1%
ACM
847
Advisors Capital Management
New Jersey
$206K -$29.1K -506 -12%
UB
848
UMB Bank
Missouri
$204K – – –
PWLP
849
Prio Wealth Limited Partnership
Massachusetts
$204K – – –
CPC
850
Consolidated Planning Corp
Georgia
$204K +$204K +3,538 New
32 33
34
35 36