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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IAN
126
Integrated Advisors Network
Texas
$14.5M +$8.34M +143,669 +136%
FDP
127
Financiere des Professionnels
Quebec, Canada
$14.5M +$1.83M +31,500 +14%
PWM
128
Pacific Wealth Management
California
$14.5M – – –
FA
129
Flagstar Advisors
New York
$14.4M +$136K +2,348 +1%
KOMWMG
130
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$14.4M +$9.92M +170,791 +222%
HWM
131
HB Wealth Management
Georgia
$14.3M -$116K -1,993 -0.8%
KAS
132
Kestra Advisory Services
Texas
$14.1M +$151K +2,598 +1%
FHA
133
First Horizon Advisors
Tennessee
$14M +$1.19M +20,567 +9%
CPSAC
134
Chas P. Smith & Associates (CPS)
Florida
$14M -$431K -7,420 -3%
CAMV
135
Concord Asset Management (Virginia)
Virginia
$14M -$1.23M -21,185 -8%
PP
136
PFS Partners
New Jersey
$13.6M +$65.6K +1,129 +0.5%
DC
137
Davenport & Co
Virginia
$13.5M +$250K +4,302 +2%
RWP
138
Ridgecrest Wealth Partners
California
$13.5M -$814K -14,024 -6%
CFO
139
Custos Family Office
Texas
$13.2M +$149K +2,561 +1%
SCA
140
Scott Capital Advisors
Oregon
$12.9M +$1.14M +19,869 +10%
JAG
141
Journey Advisory Group
Kentucky
$12.9M -$502K -8,642 -4%
WDL
142
Well Done LLC
Michigan
$12.4M -$449K -7,732 -3%
GB
143
Gunma Bank
Japan
$12.2M +$6.68M +115,000 +121%
KAS
144
KPP Advisory Services
Kentucky
$12.2M +$12.2M +209,332 New
IA
145
IFS Advisors
Kansas
$12.1M -$13.4K -231 -0.1%
4WM
146
4J Wealth Management
Virginia
$11.9M +$44.7K +770 +0.4%
LFA
147
Legacy Financial Advisors
Kentucky
$11.9M -$680K -11,716 -5%
CTA
148
Colonial Trust Advisors
South Carolina
$11.7M +$490K +8,445 +4%
PA
149
PSI Advisors
Florida
$11.7M -$59.9K -1,031 -0.5%
JWM
150
Jackson Wealth Management
Florida
$11.4M +$919K +15,823 +9%
4 5
6
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