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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,035 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, 340 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.97%
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
340
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 %
HWP
826
Hibernia Wealth Partners
Louisiana
$284K +$2.88K +46 +1%
NWA
827
Navis Wealth Advisors
New York
$282K – – –
CAG
828
Curtis Advisory Group
California
$282K – – –
AMCA
829
Arthur M. Cohen & Associates
Illinois
$281K – – –
SYBT
830
Stock Yards Bank & Trust
Kentucky
$278K -$28.2K -450 -9%
BJL
831
Brighton Jones LLC
Washington
$275K +$31.2K +498 +13%
CRWM
832
Castle Rock Wealth Management
California
$273K +$4.87K +78 +2%
GAA
833
Guardian Asset Advisors
Pennsylvania
$272K -$173K -2,776 -39%
CW
834
CIC Wealth
Maryland
$271K -$7.71K -123 -3%
PWP
835
Perfromance Wealth Partners
Illinois
$267K +$267K +4,265 New
SAM
836
SP Asset Management
California
$267K +$1.25K +20 +0.5%
WJA
837
Willis Johnson & Associates
Texas
$264K -$60.8K -970 -19%
WW
838
Waterfront Wealth
Kansas
$263K +$63 +1 +0%
LA
839
LM Advisors
California
$263K – – –
BFS
840
Bradley Foster & Sargent
Connecticut
$263K +$23.8K +380 +10%
OC
841
Oarsman Capital
Wisconsin
$262K +$262K +4,187 New
WIM
842
Westside Investment Management
California
$261K -$4.82K -77 -2%
DWP
843
Daymark Wealth Partners
Ohio
$258K +$1.19K +19 +0.5%
FWP
844
Firethorn Wealth Partners
Georgia
$257K +$63 +1 +0%
NP
845
NorthRock Partners
Minnesota
$255K -$39.4K -628 -13%
FFA
846
Florida Financial Advisors
Florida
$254K +$10.8K +173 +4%
SGI
847
Summit Global Investments
Utah
$251K – – –
VF
848
Virtu Financial
New York
$251K +$251K +4,000 New
GCA
849
Guardian Capital Advisors
Ontario, Canada
$250K – – –
SPP
850
Single Point Partners
Massachusetts
$248K -$3.83K -61 -2%
32 33
34
35 36