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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 %
PPWM
876
PFG Private Wealth Management
Florida
$136K – – –
MSWM
877
Mowery & Schoenfeld Wealth Management
Illinois
$135K +$79.6K +1,382 +144%
DJSG
878
D.J. St. Germain
Massachusetts
$132K – – –
RP
879
Rowlandmiller & Partners
Georgia
$131K – – –
WT
880
Washington Trust
Rhode Island
$130K – – –
BF
881
BOK Financial
Oklahoma
$121K – – –
NS
882
NBC Securities
Alabama
$119K – – –
PCMC
883
Private Capital Management (Colorado)
Colorado
$117K – – –
CWM
884
Cranbrook Wealth Management
Michigan
$113K – – –
AAP
885
Arax Advisory Partners
Colorado
$106K +$519 +9 +0.5%
WFA
886
West Financial Advisors
Iowa
$99.2K -$9.97K -173 -9%
AIC
887
Archer Investment Corporation
Indiana
$94.6K +$58 +1 +0.1%
CP
888
Castleview Partners
Texas
$93.4K +$30K +520 +47%
MA
889
MCF Advisors
Kentucky
$91.5K +$807 +14 +0.9%
CWC
890
Carolinas Wealth Consulting
North Carolina
$90.1K +$288 +5 +0.3%
MPWT
891
MassMutual Private Wealth & Trust
Connecticut
$89.5K -$2.3K -40 -3%
GG
892
Gleason Group
Kentucky
$82.8K +$403 +7 +0.5%
OHWP
893
Oak Harbor Wealth Partners
North Carolina
$79.5K -$6.05K -105 -7%
LC
894
Lindbrook Capital
California
$79.4K – – –
SCA
895
Stuart Chaussee & Associates
California
$77.7K – – –
CYG
896
Clean Yield Group
Vermont
$74.9K – – –
PFM
897
Phillips Financial Management
Indiana
$72.1K +$28.9K +501 +67%
JGIA
898
Jackson Grant Investment Advisers
Connecticut
$70.8K – – –
GWP
899
Gen-Wealth Partners
Michigan
$70.1K – – –
RI
900
Ridgewood Investments
New Jersey
$68.1K +$68.1K +1,182 New
34 35
36
37 38