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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 %
WP
101
WealthPLAN Partners
Nebraska
$19.4M 308,779 -171,479 -36%
CL
102
Choreo LLC
Illinois
$19.1M 306,126 +9,667 +3%
AFG
103
Allegheny Financial Group
Pennsylvania
$19.1M 304,259 -676 -0.2%
FWM
104
FFT Wealth Management
Pennsylvania
$18.8M 299,698 +23,421 +8%
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$18.7M 298,478 +3,387 +1%
9WM
106
9258 Wealth Management
Ohio
$18.5M 295,216 -3,011 -1%
PAS
107
Park Avenue Securities
New York
$17.8M 284,334 +118,958 +72%
KOMWMG
108
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$17.2M 274,039 +8,379 +3%
JWM
109
JGP Wealth Management
Oregon
$17.1M 273,106 +7,101 +3%
CAL
110
Capital Advisors Ltd
Ohio
$17.1M 272,044 +2,446 +0.9%
WIM
111
WealthPlan Investment Management
Nebraska
$16.9M 269,628 +170,636 +172%
APWA
112
Atlas Private Wealth Advisors
New Jersey
$16.9M 269,510 +15,180 +6%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$16.8M 269,358 -9,582 -3%
CFO
114
Custos Family Office
Texas
$16.8M 267,810 +16,980 +7%
WDL
115
Well Done LLC
Michigan
$16.4M 261,000 +47,264 +22%
LCAM
116
London & Capital Asset Management
United Kingdom
$16.4M 260,961 -300 -0.1%
MCB
117
Morton Community Bank
Illinois
$16.3M 260,571 +923 +0.4%
MCM
118
MAI Capital Management
Ohio
$16.2M 258,766 +1,099 +0.4%
SWA
119
Stratos Wealth Advisors
Ohio
$16.2M 258,235 -5,254 -2%
DC
120
Davenport & Co
Virginia
$16.1M 257,212 +18,502 +8%
FDP
121
Financiere des Professionnels
Quebec, Canada
$16.1M 256,800 -21,800 -8%
ES
122
Eagle Strategies
New York
$16.1M 256,734 +8,434 +3%
RWA
123
Rooted Wealth Advisors
Illinois
$15.8M 253,992 +111,446 +78%
CWP
124
Concord Wealth Partners
Virginia
$15.7M 250,358 -38,465 -13%
FA
125
Flagstar Advisors
New York
$15.7M 249,902 +1,171 +0.5%
3 4
5
6 7