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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 %
MSWM
926
Mowery & Schoenfeld Wealth Management
Illinois
$162K +$15.3K +244 +10%
CAS
927
Coppell Advisory Solutions
Texas
$159K +$749 +12 +0.5%
CPA
928
Cardiff Park Advisors
California
$157K +$1K +16 +0.6%
PPWM
929
PFG Private Wealth Management
Florida
$148K – – –
DJSG
930
D.J. St. Germain
Massachusetts
$144K – – –
RP
931
Rowlandmiller & Partners
Georgia
$143K – – –
S
932
SignatureFD
Georgia
$134K -$138K -2,203 -51%
NS
933
NBC Securities
Alabama
$130K – – –
PCMC
934
Private Capital Management (Colorado)
Colorado
$127K – – –
CWM
935
Cranbrook Wealth Management
Michigan
$123K – – –
BF
936
BOK Financial
Oklahoma
$122K -$8.78K -141 -7%
AAP
937
Arax Advisory Partners
Colorado
$116K +$752 +12 +0.7%
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$113K +$15.4K +246 +16%
AIC
939
Archer Investment Corporation
Indiana
$108K +$5.27K +84 +5%
WFA
940
West Financial Advisors
Iowa
$108K – – –
Simplex Trading
941
Simplex Trading
Illinois
$105K +$105K +1,680 New
DWM
942
Darwin Wealth Management
Florida
$105K +$105K +1,670 New
CP
943
Castleview Partners
Texas
$102K – – –
MA
944
MCF Advisors
Kentucky
$99.6K +$63 +1 +0.1%
CWC
945
Carolinas Wealth Consulting
North Carolina
$98.4K +$313 +5 +0.3%
GG
946
Gleason Group
Kentucky
$90.7K +$564 +9 +0.6%
OHWP
947
Oak Harbor Wealth Partners
North Carolina
$86.5K – – –
LC
948
Lindbrook Capital
California
$86.5K – – –
CYG
949
Clean Yield Group
Vermont
$81.5K – – –
HWA
950
Heritage Wealth Advisors
Virginia
$80.8K +$80.8K +1,289 New
36 37
38
39 40