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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
$561M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
LPL Financial
California
$691M
4
HI
Horizon Investments
North Carolina
$89.9M
5
SPC
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.1B
2
Ameriprise
Ameriprise
Minnesota
$458M
3
NA
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
Osaic Holdings
Arizona
$132M
5
GC
Gratus Capital
Georgia
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
951
CarsonAllaria Wealth Management
Illinois
$10.9K +$10.9K +187 New
POIA
952
Pin Oak Investment Advisors
Texas
$10K – – –
FPFS
953
First Personal Financial Services
North Carolina
$9.87K – – –
CB
954
CNB Bank
Pennsylvania
$8.71K – – –
SNB
955
Security National Bank
Nebraska
$8.48K – – –
FMP
956
Financial Management Professionals
Texas
$7K +$7K +112 New
DF
957
Dunhill Financial
United Kingdom
$5.79K – – –
CAM
958
Costello Asset Management
Pennsylvania
$5.75K -$16.9K -291 -75%
WWP
959
WR Wealth Planners
Missouri
$5.75K +$5.75K +99 New
IHWM
960
Iron Horse Wealth Management
Iowa
$5.05K – – –
CPG
961
Cornerstone Planning Group
New Jersey
$4.86K +$4.69K +83 +2,767%
SL
962
Salomon & Ludwin
Virginia
$4.59K +$1.68K +29 +58%
B
963
Birchbrook
Maine
$3.77K – – –
TC
964
Truvestments Capital
Florida
$3.77K – – –
Russell Investments Group
965
Russell Investments Group
United Kingdom
$3.66K +$3.66K +63 New
MA
966
Montag & Associates
Georgia
$3.54K – – –
WTC
967
WhitTier Trust Company
Nevada
$3.19K – – –
KIG
968
Kessler Investment Group
Indiana
$3.08K +$3.08K +53 New
Kayne Anderson Rudnick Investment Management
969
Kayne Anderson Rudnick Investment Management
California
$2.96K – – –
PCMC
970
Planning Capital Management Corporation
Pennsylvania
$2.9K +$2.9K +50 New
AWM
971
Abound Wealth Management
Tennessee
$2.15K +$2.15K +37 New
AWA
972
Alaska Wealth Advisors
Alaska
$1.92K – – –
IRC
973
Investors Research Corp
Georgia
$1.63K +$1.63K +28 New
BSB
974
Bangor Savings Bank
Maine
$1.45K +$1.45K +25 New
BCPWM
975
Bradley & Co Private Wealth Management
Florida
$1.16K – – –
37 38
39
40 41