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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 %
TRCT
976
Tower Research Capital (TRC)
New York
$1.1K -$4.01K -69 -78%
NCM
977
Northwest Capital Management
Oregon
$1.05K – – –
T
978
Tidemark
California
$1.05K +$1.05K +18 New
DWM
979
Dogwood Wealth Management
Kansas
$871 – – –
NRG
980
Nemes Rush Group
Michigan
$349 +$349 +6 New
NC
981
NewSquare Capital
Pennsylvania
$48 -$170K -3,549 -100%
TCMP
982
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$15.6M -290,623 Closed
MWM
983
Meridian Wealth Management
Kentucky
– -$8.39M -155,856 Closed
BWS
984
Buck Wealth Strategies
Colorado
– -$5.25M -97,604 Closed
OP
985
ORG Partners
Indiana
– -$5.2M -96,569 Closed
GBWM
986
Granite Bay Wealth Management
New Hampshire
– -$3.74M -73,833 Closed
Westfield Capital Management
987
Westfield Capital Management
Massachusetts
– -$3.41M -63,370 Closed
BMWM
988
Brown Miller Wealth Management
Virginia
– -$3.34M -62,119 Closed
MFA
989
Millington Financial Advisors
Illinois
– -$2.21M -41,118 Closed
AC
990
AlphaCore Capital
California
– -$1.98M -36,821 Closed
Susquehanna International Group
991
Susquehanna International Group
Pennsylvania
– -$1.79M -33,254 Closed
CWP
992
Curated Wealth Partners
California
– -$1.72M -31,920 Closed
LSAG
993
Lake Street Advisors Group
New Hampshire
– -$1.5M -27,791 Closed
SAG
994
SageView Advisory Group
California
– -$1.48M -26,815 Closed
WIA
995
World Investment Advisors
California
– -$1.33M -24,660 Closed
CWP
996
Corepath Wealth Partners
Arizona
– -$782K -14,576 Closed
Citadel Advisors
997
Citadel Advisors
Florida
– -$569K -10,573 Closed
SCP
998
Syntal Capital Partners
Texas
– -$473K -8,790 Closed
BA
999
Brightwater Advisory
Florida
– -$519K -7,893 Closed
TI
1000
Trexquant Investment
Connecticut
– -$323K -5,998 Closed
38 39
40
41 42