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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
$719M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$193M
3
HI
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
Wealthfront Advisers
California
$639M
5
MML Investors Services
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$279M
2
SFC
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
BlackRock
New York
$582M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
876
GPS Wealth Strategies Group
Colorado
$229K +$55.2K +881 +32%
NAS
877
Nicolet Advisory Services
Wisconsin
$228K -$27K -434 -11%
AG
878
Ascent Group
Virginia
$228K -$60.5K -965 -21%
PMFA
879
Plante Moran Financial Advisors
Michigan
$228K – – –
MIM
880
MTM Investment Management
South Carolina
$227K – – –
FFA
881
Founders Financial Alliance
North Carolina
$227K +$1.19K +19 +0.5%
BFG
882
Berger Financial Group
Minnesota
$226K – – –
SWIG
883
Strategic Wealth Investment Group
Kentucky
$223K +$223K +3,573 New
MM
884
Meridian Management
Arkansas
$221K -$7.08K -113 -3%
BF
885
Brogan Financial
Tennessee
$220K +$1.38K +22 +0.6%
HNB
886
Huntington National Bank
Ohio
$219K -$232K – –
FI
887
FWG Investments
Kentucky
$218K +$218K +3,474 New
OCM
888
One Capital Management
California
$216K +$216K +3,449 New
SQA
889
Simon Quick Advisors
New Jersey
$216K +$216K +3,443 New
BFA
890
Bragg Financial Advisors
North Carolina
$216K +$216K +3,440 New
PFG
891
Pinnacle Financial Group
Illinois
$215K +$215K +3,430 New
AT
892
Arlington Trust
Alabama
$215K – – –
TWCA
893
Two West Capital Advisors
Kansas
$214K +$214K +3,421 New
MNBTD
894
Moody National Bank Trust Division
Texas
$213K +$213K +3,404 New
GP
895
Geneva Partners
Wisconsin
$213K +$213K +3,395 New
SF
896
Safeguard Financial
Wisconsin
$212K +$212K +3,389 New
CAM
897
Concorde Asset Management
Michigan
$212K +$212K +3,378 New
OC
898
Oakworth Capital
Alabama
$210K – – –
WFP
899
Wrenne Financial Planning
Kentucky
$209K +$209K +3,340 New
CSWM
900
Cassady Schiller Wealth Management
Ohio
$209K +$63 +1 +0%
34 35
36
37 38