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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
14.26%
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 %
BIA
951
Bell Investment Advisors
California
$11.1K +$11.1K +192 New
POIA
952
Pin Oak Investment Advisors
Texas
$10K – – –
FPFS
953
First Personal Financial Services
North Carolina
$9.79K – – –
CB
954
CNB Bank
Pennsylvania
$8.64K – – –
SNB
955
Security National Bank
Nebraska
$8.41K – – –
SIS
956
Sound Income Strategies
Florida
$6.95K -$7.81K -136 -53%
IGWM
957
ICA Group Wealth Management
Colorado
$6.8K -$357K -6,186 -98%
FLPIM
958
F.L. Putnam Investment Management
Massachusetts
$6.74K +$6.74K +117 New
FMP
959
Financial Management Professionals
Texas
$6K – – –
DF
960
Dunhill Financial
United Kingdom
$5.74K – – –
CAM
961
Costello Asset Management
Pennsylvania
$5.7K – – –
WWP
962
WR Wealth Planners
Missouri
$5.7K – – –
IHWM
963
Iron Horse Wealth Management
Iowa
$5.01K – – –
GI
964
Gradient Investments
Minnesota
$3.8K +$3.8K +66 New
HFA
965
Hershey Financial Advisers
Pennsylvania
$3.75K +$3.75K +65 New
MA
966
Montag & Associates
Georgia
$3.52K – – –
KIG
967
Kessler Investment Group
Indiana
$3.05K – – –
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$2.94K – – –
BWP
969
Baldwin Wealth Partners
Massachusetts
$2.88K +$2.88K +50 New
SFC
970
SYM Financial Corp
Indiana
$2.42K +$2.42K +42 New
SL
971
Salomon & Ludwin
Virginia
$1.67K -$2.88K -50 -63%
BCPWM
972
Bradley & Co Private Wealth Management
Florida
$1.15K – – –
FHC
973
First Heartland Consultants
Missouri
$1.06K -$357 -6,200 -25%
NCM
974
Northwest Capital Management
Oregon
$1.05K – – –
MWA
975
MFA Wealth Advisors
Pennsylvania
$922 +$922 +16 New
37 38
39
40 41