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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 %
OFS
851
OneAscent Financial Services
Alabama
$202K – – –
BF
852
Brogan Financial
Tennessee
$201K +$1.04K +18 +0.5%
AT
853
Arlington Trust
Alabama
$197K – – –
SAG
854
Spotlight Asset Group
Illinois
$196K – – –
OC
855
Oakworth Capital
Alabama
$193K – – –
AA
856
Ancora Advisors
Ohio
$192K – – –
CSWM
857
Cassady Schiller Wealth Management
Ohio
$192K -$53.8K -934 -22%
NSIM
858
North Star Investment Management
Illinois
$190K – – –
RIL
859
Rothschild Investment LLC
Illinois
$176K +$1.15K +20 +0.7%
TCOV
860
Trust Company of Vermont
Vermont
$173K – – –
EFP
861
EnRich Financial Partners
Wisconsin
$171K +$171K +2,974 New
GIA
862
GHP Investment Advisors
Colorado
$171K – – –
CJ
863
Caitlin John
Michigan
$168K -$6.57K -114 -4%
DSC
864
Duncker Streett & Co
Missouri
$160K – – –
BBPWM
865
Blue Bell Private Wealth Management
Pennsylvania
$160K -$5.01K -87 -3%
GWSG
866
GPS Wealth Strategies Group
Colorado
$160K +$15.1K +262 +10%
SWM
867
Sanctuary Wealth Management
Idaho
$157K +$749 +13 +0.5%
CAM
868
Creekmur Asset Management
Illinois
$153K -$222K -3,860 -59%
WBC
869
West Branch Capital
Massachusetts
$152K +$749 +13 +0.5%
TSWM
870
Tyler-Stone Wealth Management
Ohio
$150K – – –
BC
871
Barrett & Company
Rhode Island
$150K – – –
CAS
872
Coppell Advisory Solutions
Texas
$147K +$147K +2,543 New
CPA
873
Cardiff Park Advisors
California
$144K +$749 +13 +0.5%
CTC
874
Central Trust Company
Missouri
$136K – – –
OA
875
Operose Advisors
Wisconsin
$136K +$136K +2,356 New
33 34
35
36 37