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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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$279M
2
SFC
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
BlackRock
New York
$582M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1026
Centerpoint Advisors
Massachusetts
$1K +$1K +12 New
DWM
1027
Dogwood Wealth Management
Kansas
$940 – – –
PIS
1028
POM Investment Strategies
North Carolina
$815 +$815 +13 New
BNP Paribas Financial Markets
1029
BNP Paribas Financial Markets
France
$752 -$17.9M -285,888 -100%
EAM
1030
Eukles Asset Management
Ohio
$752 +$752 +12 New
ME
1031
McIlrath & Eck
Washington
$627 +$627 +10 New
NRG
1032
Nemes Rush Group
Michigan
$348 +$348 +6 New
CPG
1033
Cornerstone Planning Group
New Jersey
$190 -$17.5K -277 -99%
SFCL
1034
Strengthening Families & Communities LLC
Massachusetts
$127 – – –
NC
1035
NewSquare Capital
Pennsylvania
$52 – – –
KA
1036
Kovack Advisors
Florida
– -$2.07M -35,942 Closed
VCM
1037
Virtue Capital Management
Tennessee
– -$1.02M -17,127 Closed
CA
1038
CSM Advisors
Pennsylvania
– -$860K -14,920 Closed
NRA
1039
NSI Retail Advisors
Pennsylvania
– -$860K -14,920 Closed
IAIM
1040
International Assets Investment Management
Florida
– -$751K -13,041 Closed
NAM
1041
Nissay Asset Management
Japan
– -$611K -10,612 Closed
FLA
1042
Financial Life Advisors
Texas
– -$559K -9,703 Closed
Jane Street
1043
Jane Street
New York
– -$465K -8,066 Closed
BTWM
1044
Baker Tilly Wealth Management
Wisconsin
– -$424K -7,360 Closed
WMR
1045
Wealth Management Resources
Rhode Island
– -$376K -6,519 Closed
BFG
1046
Bleakley Financial Group
New Jersey
– -$338K -5,872 Closed
EFN
1047
Equita Financial Network
Pennsylvania
– -$318K -5,517 Closed
DAS
1048
Diversify Advisory Services
Utah
– -$305K -5,279 Closed
WS
1049
Wedbush Securities
California
– -$289K -5,020 Closed
TA
1050
TrueWealth Advisors
Alabama
– -$275K -4,781 Closed
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