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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.

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
1
Envestnet Asset Management
Illinois
$719M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$193M
3
HI
3
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$639M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$279M
2
SFC
2
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
4
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
5
BlackRock
New York
$582M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$28.5M 454,501 +20,045 +5%
GF
77
Gimbal Financial
Indiana
$26.6M 423,000 +84,426 +25%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$26.3M 419,874 -24,225 -5%
AWM
79
Altus Wealth Management
Kentucky
$25.9M 412,736 -2,598 -0.6%
FTS
80
Fifth Third Securities
Ohio
$25.4M 404,553 -4,453 -1%
PWM
81
Provident Wealth Management
Tennessee
$24.4M 389,566 +14,366 +4%
CIA
82
Compass Ion Advisors
Pennsylvania
$24.3M 387,755 +19,624 +5%
SWP
83
Stratos Wealth Partners
Ohio
$23.8M 379,839 +5,174 +1%
DI
84
DAGCO Inc
Ohio
$23.7M 378,462 -84 -0%
AI
85
Atria Investments
North Carolina
$23.5M 374,400 -20,788 -5%
SIAS
86
Summit Investment Advisory Services
Minnesota
$23.4M 373,780 +373,780 New
SM
87
Sweeney & Michel
California
$21.9M 342,909 -11,935 -3%
CWA
88
Consilio Wealth Advisors
Washington
$21.6M 344,320 +2,933 +0.9%
CP
89
Capital Planning
Washington
$21.6M 344,302 +1,292 +0.4%
RFC
90
Regions Financial Corp
Alabama
$21.3M 339,790 +8,032 +2%
SMF
91
Sterling Manor Financial
New York
$20.6M 329,165 -27,022 -8%
VC
92
Vicus Capital
Pennsylvania
$20.6M 328,933 +5,379 +2%
AWAP
93
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$20.5M 327,735 +10,628 +3%
RSWM
94
Robertson Stephens Wealth Management
California
$20.5M 326,692 +295,961 +963%
MFP
95
Meridian Financial Partners
Virginia
$20.2M 322,836 +9,792 +3%
EH
96
Equitable Holdings
New York
$19.9M 317,162 +12,255 +4%
TGAM
97
TBH Global Asset Management
Tennessee
$19.6M 311,940 -71,244 -19%
TWG
98
The Wealth Group
Minnesota
$19.4M 310,140 +8,360 +3%
AAS
99
Avantax Advisory Services
Texas
$19.4M 310,032 -99,615 -24%
LP
100
LGL Partners
Pennsylvania
$19.4M 309,297 +6,335 +2%
2 3
4
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