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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.

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
1
BlackRock
New York
$561M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
3
LPL Financial
California
$691M
4
HI
4
Horizon Investments
North Carolina
$89.9M
5
SPC
5
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$458M
3
NA
3
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
GC
5
Gratus Capital
Georgia
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RWG
101
Ratio Wealth Group
Colorado
$19.3M 331,863 +15,710 +5%
VC
102
Vicus Capital
Pennsylvania
$18.5M 318,603 +14,508 +5%
9WM
103
9258 Wealth Management
Ohio
$18.4M 317,296 +4,641 +1%
AWAP
104
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$18.3M 315,955 +11,276 +4%
CAL
105
Capital Analysts LLC
Pennsylvania
$18.2M 312,603 -80,798 -21%
CWP
106
Concord Wealth Partners
Virginia
$17.7M 305,419 -41,039 -12%
EH
107
Equitable Holdings
New York
$17.6M 302,596 -9,966 -3%
TWG
108
The Wealth Group
Minnesota
$17.1M 296,640 +4,364 +1%
LP
109
LGL Partners
Pennsylvania
$17.1M 295,022 +51,499 +21%
SDWIA
110
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$16.6M 285,668 +7,533 +3%
MFP
111
Meridian Financial Partners
Virginia
$16.4M 297,323 +8,993 +3%
AssetMark Inc
112
AssetMark Inc
California
$16.3M 281,568 +3,910 +1%
CA
113
Crumly & Associates
Illinois
$16.1M 277,538 +58,489 +27%
AFG
114
Allegheny Financial Group
Pennsylvania
$16.1M 276,852 +12,678 +5%
FWM
115
FFT Wealth Management
Pennsylvania
$15.9M 274,442 +57,777 +27%
SWA
116
SOA Wealth Advisors
New York
$15.8M 272,343 -8,754 -3%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$15.8M 272,302 -109,464 -29%
GFA
118
Gallagher Fiduciary Advisors
Illinois
$15.7M 270,706 -5,187 -2%
DAS
119
Dynamic Advisor Solutions
Arizona
$15.7M 270,104 +9,001 +3%
CL
120
Choreo LLC
Illinois
$15.7M 269,646 +12,388 +5%
CAL
121
Capital Advisors Ltd
Ohio
$15.4M 265,171 +5,196 +2%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$15.2M 261,231 -5,938 -2%
MA
123
Mutual Advisors
Nebraska
$15.1M 260,474 -16,029 -6%
MCM
124
MAI Capital Management
Ohio
$14.8M 255,162 +67,826 +36%
MCB
125
Morton Community Bank
Illinois
$14.6M 250,626 +10,680 +4%
3 4
5
6 7