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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 %
SPP
851
Single Point Partners
Massachusetts
$248K -$3.83K -61 -2%
Millennium Management
852
Millennium Management
New York
$248K +$248K +3,950 New
GFS
853
GYL Financial Synergies
Connecticut
$246K +$246K +3,930 New
ATPW
854
Ashton Thomas Private Wealth
Arizona
$244K +$230K +3,672 +1,611%
M&T Bank
855
M&T Bank
New York
$244K – – –
FCFC
856
First Commonwealth Financial Corp
Pennsylvania
$244K -$81.6K -1,301 -25%
AWM
857
Abound Wealth Management
Tennessee
$243K +$243K +3,883 New
GWM
858
GDS Wealth Management
Texas
$243K – – –
HCC
859
Hirtle Callaghan & Co
Pennsylvania
$243K – – –
KFI
860
Key Financial Inc
Pennsylvania
$242K – – –
NL
861
NWAM LLC
Washington
$241K +$241K +3,849 New
CJ
862
Caitlin John
Michigan
$241K +$55.4K +868 +30%
SA
863
SpiderRock Advisors
Delaware
$238K +$238K +3,804 New
Bessemer Group
864
Bessemer Group
New Jersey
$238K -$62.7K -1,000 -21%
FNA
865
First National Advisers
Nebraska
$237K +$1.57K +25 +0.7%
PWLP
866
Prio Wealth Limited Partnership
Massachusetts
$236K +$13.5K +216 +6%
TC
867
TAP Consulting
Missouri
$235K -$3.14K -50 -1%
FFB
868
First Financial Bankshares
Texas
$235K +$6.08K +97 +3%
AAG
869
Armstrong Advisory Group
Massachusetts
$234K +$7.52K +120 +3%
HWA
870
HHM Wealth Advisors
Tennessee
$234K – – –
T
871
TNF
Montana
$232K +$232K +3,693 New
VPIM
872
Vanguard Personalized Indexing Management
California
$232K -$21.3K -340 -8%
LWM
873
LJI Wealth Management
Indiana
$231K +$1.13K +18 +0.5%
TFA
874
Tobias Financial Advisors
Florida
$230K +$230K +3,669 New
ACM
875
Advisors Capital Management
New Jersey
$230K +$5.46K +87 +2%
33 34
35
36 37