DGRO icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
TWG
101
The Wealth Group
Minnesota
$17.4M 301,780 +5,140 +2%
9WM
102
9258 Wealth Management
Ohio
$17.2M 298,227 -19,069 -6%
CL
103
Choreo LLC
Illinois
$17M 296,459 +26,813 +10%
SDWIA
104
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$17M 295,091 +9,423 +3%
CWP
105
Concord Wealth Partners
Virginia
$16.6M 288,823 -16,596 -5%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$16.5M 285,900 +280,700 +5,398%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$16.1M 278,940 -59,127 -17%
FDP
108
Financiere des Professionnels
Quebec, Canada
$16.1M 278,600 +29,100 +12%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$15.9M 276,677 +235,596 +573%
FWM
110
FFT Wealth Management
Pennsylvania
$15.9M 276,277 +1,835 +0.7%
DAS
111
Dynamic Advisor Solutions
Arizona
$15.7M 273,313 +3,209 +1%
CA
112
Crumly & Associates
Illinois
$15.7M 272,617 -4,921 -2%
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$15.6M 270,886 +9,655 +4%
CAL
114
Capital Advisors Ltd
Ohio
$15.5M 269,598 +4,427 +2%
AssetMark Inc
115
AssetMark Inc
California
$15.5M 268,298 -13,270 -5%
JWM
116
JGP Wealth Management
Oregon
$15.3M 266,005 +266,005 New
KOMWMG
117
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$15.3M 265,660 +17,878 +7%
SWA
118
Stratos Wealth Advisors
Ohio
$15.2M 263,489 -154,437 -37%
LCAM
119
London & Capital Asset Management
United Kingdom
$15.1M 261,261 +261,261 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$15M 261,198 -11,104 -4%
MCB
121
Morton Community Bank
Illinois
$15M 259,648 +9,022 +4%
MCM
122
MAI Capital Management
Ohio
$14.8M 257,667 +2,505 +1%
APWA
123
Atlas Private Wealth Advisors
New Jersey
$14.7M 254,330 +133,451 +110%
CFO
124
Custos Family Office
Texas
$14.5M 250,830 +22,726 +10%
FA
125
Flagstar Advisors
New York
$14.3M 248,731 +111 +0%
3 4
5
6 7