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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 %
Fisher Asset Management
901
Fisher Asset Management
Washington
$208K +$208K +3,319 New
JFG
902
JMG Financial Group
Illinois
$207K +$207K +3,300 New
TPA
903
Trivium Point Advisory
Connecticut
$207K -$191K -2,997 -48%
NSIM
904
North Star Investment Management
Illinois
$206K – – –
AWA
905
Amplius Wealth Advisors
Pennsylvania
$206K +$206K +3,286 New
PFG
906
Prosperity Financial Group
California
$204K +$204K +3,259 New
PCM
907
Pennsylvania Capital Management
Pennsylvania
$204K +$204K +3,251 New
CS
908
Capital Square
Tennessee
$203K +$203K +3,241 New
PCS
909
Personal CFO Solutions
New Jersey
$202K +$202K +3,221 New
SCM
910
Stordahl Capital Management
Colorado
$201K +$201K +3,220 New
RMDI
911
R.M. Davis Inc
Maine
$201K -$100K -1,597 -33%
ACA
912
American Capital Advisory
Idaho
$200K -$56.2K -896 -22%
LFA
913
LGT Financial Advisors
Texas
$191K -$36.5K -582 -16%
TCOV
914
Trust Company of Vermont
Vermont
$188K – – –
EFP
915
EnRich Financial Partners
Wisconsin
$186K – – –
SHIM
916
Stone House Investment Management
Pennsylvania
$186K -$69.9K -1,115 -27%
GIA
917
GHP Investment Advisors
Colorado
$186K – – –
JIP
918
Jaffetilchin Investment Partners
Florida
$179K +$179K +2,850 New
DSC
919
Duncker Streett & Co
Missouri
$174K – – –
BBPWM
920
Blue Bell Private Wealth Management
Pennsylvania
$173K -$815 -13 -0.5%
SWM
921
Sanctuary Wealth Management
Idaho
$172K +$1K +16 +0.6%
WBC
922
West Branch Capital
Massachusetts
$167K +$1.07K +17 +0.6%
CAM
923
Creekmur Asset Management
Illinois
$164K -$2.82K -45 -2%
BC
924
Barrett & Company
Rhode Island
$163K – – –
CTC
925
Central Trust Company
Missouri
$162K +$14.6K +233 +10%
35 36
37
38 39