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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 %
DWM
976
Dogwood Wealth Management
Kansas
$864 – – –
EC
977
EdgeRock Capital
Colorado
$748 +$748 +13 New
QC
978
Quent Capital
New York
$87 +$87 +2 New
TRCT
979
Tower Research Capital (TRC)
New York
$58 -$1.04K -18 -95%
NC
980
NewSquare Capital
Pennsylvania
$48 – – –
LNC
981
Lincoln National Corp
Pennsylvania
– -$26.1M -449,339 Closed
SIAS
982
Summit Investment Advisory Services
Minnesota
– -$22.8M -392,535 Closed
GB
983
Gunma Bank
Japan
– -$12.2M -210,000 Closed
TF
984
Theory Financial
Colorado
– -$4M -68,866 Closed
SEM
985
Strategic Equity Management
Arizona
– -$3.77M -64,935 Closed
KFGK
986
Keystone Financial Group (Kentucky)
Kentucky
– -$3.12M -53,653 Closed
ASFA
987
All Season Financial Advisors
Colorado
– -$2.96M -50,981 Closed
1832 Asset Management
988
1832 Asset Management
Ontario, Canada
– -$2.83M -48,720 Closed
FF
989
Fluent Financial
Texas
– -$2.69M -46,346 Closed
Lazard Asset Management
990
Lazard Asset Management
New York
– -$2.52M -43,411 Closed
SAW
991
Signal Advisors Wealth
Michigan
– -$1.85M -31,898 Closed
FWM
992
Foguth Wealth Management
Michigan
– -$1.72M -29,645 Closed
TSS
993
Two Sigma Securities
New York
– -$1.72M -29,564 Closed
ITB
994
Idaho Trust Bank
Idaho
– -$1.11M -19,177 Closed
NCM
995
New Capital Management
Texas
– -$986K -16,980 Closed
HIC
996
Hartline Investment Corp
Illinois
– -$921K -15,864 Closed
MI
997
Moneywise Inc
Virginia
– -$872K -15,025 Closed
MIA
998
MMBG Investment Advisors
Florida
– -$847K -14,580 Closed
E3F
999
Eight 31 Financial
Texas
– -$790K -13,611 Closed
WPA
1000
West Paces Advisors
Georgia
– -$551K -9,488 Closed
38 39
40
41 42