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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.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.25%
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
Wealthfront Advisers
California
$547M
2
KAS
Kestra Advisory Services
Texas
$83.8M
3
LPL Financial
LPL Financial
California
$746M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$112M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$519M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
SIAS
Summit Investment Advisory Services
Minnesota
$0
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$115M
4
MOS
MGO One Seven
Ohio
$6.33M
5
PA
Prism Advisors
California
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
126
Eagle Strategies
New York
$14.3M +$9.02M +156,554 +171%
HWM
127
HB Wealth Management
Georgia
$14M -$234K -4,068 -2%
CPSAC
128
Chas P. Smith & Associates (CPS)
Florida
$14M +$66.3K +1,150 +0.5%
GCIM
129
Gunn & Company Investment Management
Florida
$14M +$13.3M +230,663 +2,004%
DC
130
Davenport & Co
Virginia
$13.8M +$328K +5,702 +2%
MA
131
Mutual Advisors
Nebraska
$13.7M -$1.91M -31,813 -12%
CAL
132
Capital Analysts LLC
Pennsylvania
$13.7M -$4.35M -75,507 -24%
RWP
133
Ridgecrest Wealth Partners
California
$13.6M +$239K +4,150 +2%
SCA
134
Scott Capital Advisors
Oregon
$13.5M +$503K +8,706 +4%
PP
135
PFS Partners
New Jersey
$13.5M -$73K -1,268 -0.5%
CAMV
136
Concord Asset Management (Virginia)
Virginia
$13.3M -$597K -10,362 -4%
GFA
137
Gallagher Fiduciary Advisors
Illinois
$13.2M -$2.39M -41,546 -15%
RPWA
138
Regent Peak Wealth Advisors
Georgia
$12.8M +$1.83M +31,752 +17%
JAG
139
Journey Advisory Group
Kentucky
$12.4M -$389K -6,746 -3%
WDL
140
Well Done LLC
Michigan
$12.3M -$21.4K -371 -0.2%
KAS
141
KPP Advisory Services
Kentucky
$12M -$67.8K -1,177 -0.6%
CTA
142
Colonial Trust Advisors
South Carolina
$11.9M +$308K +5,352 +3%
IA
143
IFS Advisors
Kansas
$11.9M -$65.1K -1,130 -0.5%
CFP
144
Cypress Financial Planning
New Jersey
$11.9M +$1.01M +17,532 +9%
LFA
145
Legacy Financial Advisors
Kentucky
$11.5M -$244K -4,243 -2%
P
146
&Partners
Tennessee
$11.3M +$7.69M +133,258 +211%
AF
147
Apexium Financial
Texas
$11.3M +$103K +1,788 +0.9%
PJWM
148
Philip James Wealth Mangement
Georgia
$11.3M +$812K +14,093 +8%
SWA
149
SOA Wealth Advisors
New York
$11.3M -$4.38M -75,955 -28%
PA
150
PSI Advisors
Florida
$11.3M -$344K -5,974 -3%
4 5
6
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