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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 %
RVPG
1001
Relative Value Partners Group
– -$494K -9,061 Closed
Millennium Management
1002
Millennium Management
New York
– -$520K -8,953 Closed
DC
1003
Diametric Capital
Massachusetts
– -$419K -7,216 Closed
KOC
1004
Koss-Olinger Consulting
Florida
– -$415K -7,155 Closed
CBFP
1005
Cedar Brook Financial Partners
Ohio
– -$404K -6,961 Closed
BAM
1006
Belpointe Asset Management
Nevada
– -$397K -6,843 Closed
FA
1007
FDx Advisors
Illinois
– -$354K -6,100 Closed
FMC
1008
First Merchants Corp
Indiana
– -$329K -5,669 Closed
AWS
1009
Aspen Wealth Strategies
Colorado
– -$324K -5,573 Closed
ACM
1010
AUA Capital Management
Pennsylvania
– -$322K -5,544 Closed
Fisher Asset Management
1011
Fisher Asset Management
Washington
– -$290K -5,002 Closed
FTUS
1012
Flow Traders U.S.
New York
– -$274K -4,712 Closed
AAG
1013
Accordant Advisory Group
Maryland
– -$261K -4,497 Closed
TFA
1014
Teamwork Financial Advisors
Texas
– -$256K -4,403 Closed
STA
1015
Summit Trail Advisors
New York
– -$241K -4,143 Closed
SFI
1016
SPC Financial Inc
Maryland
– -$232K -4,000 Closed
NL
1017
NWAM LLC
Washington
– -$219K -3,849 Closed
TW
1018
TritonPoint Wealth
Maryland
– -$299K -3,747 Closed
YIH
1019
Y-Intercept (HK)
Hong Kong
– -$217K -3,746 Closed
CHAM
1020
Clear Harbor Asset Management
Connecticut
– -$210K -3,610 Closed
SM
1021
Sensible Money
Arizona
– -$201K -3,455 Closed
WAG
1022
Wiser Advisor Group
Arizona
– -$57.5K -990 Closed
FFWA
1023
FRG Family Wealth Advisors
Washington
– -$28K -500 Closed
LF
1024
LifeSteps Financial
California
– -$27.3K -471 Closed
HFM
1025
Hartford Financial Management
Connecticut
– -$11.6K -200 Closed
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