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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$458M
3
NA
3
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
GC
5
Gratus Capital
Georgia
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$26.6M -$4.06M -69,982 -13%
LNC
77
Lincoln National Corp
Pennsylvania
$26.1M +$423K +7,278 +2%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$25.8M -$12.5M -215,813 -33%
AAS
79
Avantax Advisory Services
Texas
$25.4M -$1.86M -32,107 -7%
XF
80
XML Financial
Maryland
$25.3M +$578K +9,949 +2%
GC
81
Gratus Capital
Georgia
$24.3M -$43.6M -750,139 -64%
SWA
82
Stratos Wealth Advisors
Ohio
$24.3M +$516K +8,882 +2%
PA
83
Prism Advisors
California
$24.2M +$417K +7,185 +2%
AWM
84
Altus Wealth Management
Kentucky
$23.9M +$302K +5,196 +1%
FTS
85
Fifth Third Securities
Ohio
$23.5M +$498K +8,585 +2%
MOS
86
MGO One Seven
Ohio
$22.8M +$1.04M +17,891 +5%
SIAS
87
Summit Investment Advisory Services
Minnesota
$22.8M -$2.19M -37,672 -9%
DI
88
DAGCO Inc
Ohio
$22.1M +$22.1M +381,367 New
AWS
89
Atria Wealth Solutions
New York
$21.4M +$271K +4,663 +1%
SWP
90
Stratos Wealth Partners
Ohio
$21.2M +$2.02M +34,739 +10%
CIA
91
Compass Ion Advisors
Pennsylvania
$21.1M -$371K -6,395 -2%
SC
92
Savant Capital
Illinois
$20.5M -$143K -2,466 -0.7%
SMF
93
Sterling Manor Financial
New York
$20.3M +$7.59M +130,728 +60%
SM
94
Sweeney & Michel
California
$20.2M +$20.2M +348,412 New
PWM
95
Provident Wealth Management
Tennessee
$20M -$47.2K -813 -0.2%
RFC
96
Regions Financial Corp
Alabama
$19.8M +$257K +4,427 +1%
CWA
97
Consilio Wealth Advisors
Washington
$19.7M +$86.2K +1,485 +0.4%
CP
98
Capital Planning
Washington
$19.7M +$1.21M +20,889 +7%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$19.6M +$3.26M +56,228 +20%
GF
100
Gimbal Financial
Indiana
$19.4M +$19.4M +334,851 New
2 3
4
5 6