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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
$561M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
LPL Financial
California
$691M
4
HI
Horizon Investments
North Carolina
$89.9M
5
SPC
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.1B
2
Ameriprise
Ameriprise
Minnesota
$458M
3
NA
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$132M
5
GC
Gratus Capital
Georgia
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
876
PFG Private Wealth Management
Florida
$137K -$1.05K -18 -0.8%
DJSG
877
D.J. St. Germain
Massachusetts
$133K – – –
RP
878
Rowlandmiller & Partners
Georgia
$132K – – –
WT
879
Washington Trust
Rhode Island
$132K +$117K +2,015 +806%
BF
880
BOK Financial
Oklahoma
$121K -$54.2K -939 -31%
NS
881
NBC Securities
Alabama
$121K – – –
PCMC
882
Private Capital Management (Colorado)
Colorado
$118K +$2.85K +49 +2%
CWM
883
Cranbrook Wealth Management
Michigan
$114K – – –
Bessemer Group
884
Bessemer Group
New Jersey
$114K -$21.2K -364 -16%
WFA
885
West Financial Advisors
Iowa
$110K – – –
AAP
886
Arax Advisory Partners
Colorado
$106K +$581 +10 +0.5%
TAM
887
Tucker Asset Management
Colorado
$102K – – –
AIC
888
Archer Investment Corporation
Indiana
$95.3K – – –
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$92.5K +$6.5K +112 +8%
MA
890
MCF Advisors
Kentucky
$91.4K -$290 -5 -0.3%
CWC
891
Carolinas Wealth Consulting
North Carolina
$90.6K +$232 +4 +0.3%
OHWP
892
Oak Harbor Wealth Partners
North Carolina
$86.2K – – –
GG
893
Gleason Group
Kentucky
$83K +$464 +8 +0.6%
PA
894
Pineridge Advisors
Missouri
$80.9K -$116 -2 -0.1%
LC
895
Lindbrook Capital
California
$80.1K – – –
SCA
896
Stuart Chaussee & Associates
California
$78.3K – – –
CYG
897
Clean Yield Group
Vermont
$75.5K – – –
MFG
898
Mendota Financial Group
Wisconsin
$73.7K – – –
JGIA
899
Jackson Grant Investment Advisers
Connecticut
$71.4K – – –
Belvedere Trading
900
Belvedere Trading
Illinois
$70.9K +$70.9K +1,221 New
34 35
36
37 38