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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$25.6M 444,099 +272 +0.1%
AWS
77
Atria Wealth Solutions
New York
$25M 434,456 +66,330 +18%
GC
78
Gratus Capital
Georgia
$24.2M 419,637 +1,196 +0.3%
AWM
79
Altus Wealth Management
Kentucky
$23.9M 415,334 +4,476 +1%
AAS
80
Avantax Advisory Services
Texas
$23.6M 409,647 -28,445 -6%
FTS
81
Fifth Third Securities
Ohio
$23.6M 409,006 +4,181 +1%
AI
82
Atria Investments
North Carolina
$22.8M 395,188 -65,719 -14%
TGAM
83
TBH Global Asset Management
Tennessee
$22.1M 383,184 -115,320 -23%
DI
84
DAGCO Inc
Ohio
$21.8M 378,546 -2,821 -0.7%
PWM
85
Provident Wealth Management
Tennessee
$21.6M 375,200 +30,936 +9%
SWP
86
Stratos Wealth Partners
Ohio
$21.6M 374,665 +8,959 +2%
CIA
87
Compass Ion Advisors
Pennsylvania
$21.4M 368,131 +5,255 +1%
SMF
88
Sterling Manor Financial
New York
$20.5M 356,187 +6,767 +2%
SM
89
Sweeney & Michel
California
$20.5M 354,844 +6,432 +2%
GF
90
Gimbal Financial
Indiana
$19.9M 338,574 +3,723 +1%
CP
91
Capital Planning
Washington
$19.8M 343,010 +3,815 +1%
CWA
92
Consilio Wealth Advisors
Washington
$19.7M 341,387 +1,967 +0.6%
SC
93
Savant Capital
Illinois
$19.6M 340,533 -12,603 -4%
RFC
94
Regions Financial Corp
Alabama
$19.1M 331,758 -9,993 -3%
MFP
95
Meridian Financial Partners
Virginia
$18.7M 313,044 +15,721 +5%
VC
96
Vicus Capital
Pennsylvania
$18.6M 323,554 +4,951 +2%
AWAP
97
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$18.3M 317,107 +1,152 +0.4%
AFG
98
Allegheny Financial Group
Pennsylvania
$17.6M 304,935 +28,083 +10%
EH
99
Equitable Holdings
New York
$17.6M 304,907 +2,311 +0.8%
LP
100
LGL Partners
Pennsylvania
$17.5M 302,962 +7,940 +3%
2 3
4
5 6