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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.

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
1
Envestnet Asset Management
Illinois
$719M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$193M
3
HI
3
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$639M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$279M
2
SFC
2
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
4
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
5
BlackRock
New York
$582M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
1051
Sovereign Financial Group
Connecticut
– – -4,524 Closed
TTWM
1052
TCV Trust & Wealth Management
Virginia
– – -4,463 Closed
BI
1053
Bramshill Investments
Florida
– – -4,156 Closed
DWM
1054
Dakota Wealth Management
Florida
– – -3,788 Closed
SW
1055
SVB Wealth
Massachusetts
– – -3,706 Closed
OFS
1056
OneAscent Financial Services
Alabama
– – -3,499 Closed
Belvedere Trading
1057
Belvedere Trading
Illinois
– – -1,078 Closed
SIC
1058
SJS Investment Consulting
Ohio
– – -613 Closed
SA
1059
Scarborough Advisors
Maryland
– – -297 Closed
OLVIG
1060
Oliver Lagore Vanvalin Investment Group
Michigan
– – -200 Closed
SNB
1061
Security National Bank
Nebraska
– – -146 Closed
FLPIM
1062
F.L. Putnam Investment Management
Massachusetts
– – -117 Closed
GI
1063
Gradient Investments
Minnesota
– – -66 Closed
Kayne Anderson Rudnick Investment Management
1064
Kayne Anderson Rudnick Investment Management
California
– – -51 Closed
BWP
1065
Baldwin Wealth Partners
Massachusetts
– – -50 Closed
SFC
1066
SYM Financial Corp
Indiana
– – -42 Closed
NCM
1067
Northwest Capital Management
Oregon
– – -18 Closed
EC
1068
EdgeRock Capital
Colorado
– – -13 Closed
TRCT
1069
Tower Research Capital (TRC)
New York
– – -1 Closed
Wolverine Trading
1070
Wolverine Trading
Illinois
– – – –
RBC
1071
Roble Belko & Company
Pennsylvania
$0 6 – –
39 40 41 42
43