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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 %
ARC
1001
Advisor Resource Council
Texas
– -$311K -5,782 Closed
DIM
1002
Delta Investment Management
California
– -$299K -5,546 Closed
CG
1003
Clarus Group
Texas
– -$298K -5,539 Closed
FNBOO
1004
First National Bank of Omaha
Nebraska
– -$287K -5,336 Closed
SC
1005
Soundwatch Capital
Connecticut
– -$284K -5,272 Closed
CTFG
1006
Capstone Triton Financial Group
Oklahoma
– -$268K -4,973 Closed
AFP
1007
Alpha Financial Partners
Kentucky
– -$265K -4,929 Closed
PPW
1008
Parcion Private Wealth
Washington
– -$256K -4,752 Closed
AWA
1009
Amplius Wealth Advisors
Pennsylvania
– -$252K -4,686 Closed
CWM
1010
Curi Wealth Management
North Carolina
– -$245K -4,550 Closed
ATC
1011
Argent Trust Co
Tennessee
– -$237K -4,402 Closed
SLC
1012
Second Line Capital
Louisiana
– -$235K -4,360 Closed
AO
1013
Advisor OS
Illinois
– -$225K -4,176 Closed
SEEDPG
1014
S.E.E.D. Planning Group
New York
– -$215K -4,000 Closed
MA
1015
MJP Associates
Connecticut
– -$210K -3,905 Closed
SAM
1016
Secure Asset Management
Michigan
– -$209K -3,887 Closed
AFG
1017
AFS Financial Group
Maryland
– -$208K -3,866 Closed
GS
1018
GTS Securities
New York
– -$207K -3,840 Closed
SCM
1019
Stordahl Capital Management
Colorado
– -$205K -3,810 Closed
LF
1020
Lee Financial
Texas
– -$171K -3,175 Closed
TCWA
1021
Turtle Creek Wealth Advisors
Texas
– -$93.9K -1,745 Closed
AWM
1022
Able Wealth Management
New Jersey
– -$54.8K -1,019 Closed
RFA
1023
Resurgent Financial Advisors
Georgia
– -$44.6K -828 Closed
BCM
1024
Bourgeon Capital Management
Connecticut
– -$39.8K -740 Closed
PWMG
1025
Private Wealth Management Group
New Jersey
– -$36.1K -670 Closed
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