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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 %
RCM
926
Raleigh Capital Management
North Carolina
$29.7K – – –
IBOK
927
Independence Bank of Kentucky
Kentucky
$29.1K – – –
HCM
928
Horrell Capital Management
Arkansas
$29K – – –
TFGT
929
TS Financial Group (TSFG)
Illinois
$29K +$14.8K +253 +104%
VAMG
930
Voisard Asset Management Group
Michigan
$28.8K – – –
MWM
931
MGB Wealth Management
Texas
$28.6K – – –
MTIC
932
Missouri Trust & Investment Company
Missouri
$23K – – –
BTI
933
Blue Trust Inc
Georgia
$22.9K – – –
SAM
934
Smartleaf Asset Management
Massachusetts
$19.7K -$6.79K -118 -26%
CTB
935
Country Trust Bank
Illinois
$18.4K – – –
DPW
936
DiNuzzo Private Wealth
Pennsylvania
$18.2K – – –
JWA
937
JFS Wealth Advisors
Pennsylvania
$17.7K – – –
EWA
938
Elevate Wealth Advisory
Georgia
$17.7K – – –
ITIM
939
Indiana Trust & Investment Management
Indiana
$17.7K +$17.7K +308 New
RDIA
940
RE Dickinson Investment Advisors
Iowa
$17.3K – – –
SA
941
Scarborough Advisors
Maryland
$17.1K – – –
AW
942
Avion Wealth
Texas
$17K – – –
CPG
943
Cornerstone Planning Group
New Jersey
$16.1K +$11.2K +194 +226%
PWM
944
Partnership Wealth Management
Maryland
$15.2K – – –
BEI
945
Benjamin Edwards Inc
Missouri
$15K -$12K -209 -44%
MG
946
Mather Group
Illinois
$14.2K – – –
IWP
947
IAG Wealth Partners
Wisconsin
$14.2K +$576 +10 +4%
ATPW
948
Ashton Thomas Private Wealth
Arizona
$13.1K +$13.1K +228 New
FIM
949
FWL Investment Management
Texas
$12.7K +$12.7K +220 New
OLVIG
950
Oliver Lagore Vanvalin Investment Group
Michigan
$11.5K +$11.5K +200 New
36 37
38
39 40