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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$719M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$193M
3
HI
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
Wealthfront Advisers
California
$639M
5
MML Investors Services
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$279M
2
SFC
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
BlackRock
New York
$582M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Crumly & Associates
Illinois
$15.2M -$1.89M -30,221 -11%
SCA
127
Scott Capital Advisors
Oregon
$15.2M +$544K +8,676 +4%
SC
128
Savant Capital
Illinois
$15M -$6.31M -100,720 -30%
RPWA
129
Regent Peak Wealth Advisors
Georgia
$14.9M +$1.07M +17,061 +8%
MA
130
Mutual Advisors
Nebraska
$14.7M +$347K +5,517 +2%
DAS
131
Dynamic Advisor Solutions
Arizona
$14.7M -$2.41M -38,407 -14%
PP
132
PFS Partners
New Jersey
$14.5M -$162K -2,578 -1%
CPSAC
133
Chas P. Smith & Associates (CPS)
Florida
$14.5M -$695K -11,088 -5%
HWM
134
HB Wealth Management
Georgia
$14.4M -$784K -12,505 -5%
RWP
135
Ridgecrest Wealth Partners
California
$14.3M -$489K -7,795 -3%
CAL
136
Capital Analysts LLC
Pennsylvania
$14M -$816K -13,018 -5%
P
137
&Partners
Tennessee
$13.9M +$1.65M +26,462 +13%
CTA
138
Colonial Trust Advisors
South Carolina
$13.9M +$903K +14,400 +7%
JWM
139
Jackson Wealth Management
Florida
$13.5M +$5.11M +81,587 +61%
WP
140
WealthShield Partners
North Carolina
$13.3M +$2.94M +46,898 +28%
TWA
141
Tandem Wealth Advisors
Arizona
$13.2M +$1.27M +20,213 +11%
IWC
142
Integrated Wealth Concepts
Massachusetts
$13.2M +$1.07M +17,058 +9%
PAG
143
Powers Advisory Group
Illinois
$12.9M +$976K +15,574 +8%
IA
144
IFS Advisors
Kansas
$12.8M -$159K -2,540 -1%
PJWM
145
Philip James Wealth Mangement
Georgia
$12.6M +$321K +5,120 +3%
GFA
146
Gallagher Fiduciary Advisors
Illinois
$12.6M -$1.79M -28,519 -12%
EL
147
EQ LLC
Washington
$12.5M +$5.87M +93,685 +88%
CAMV
148
Concord Asset Management (Virginia)
Virginia
$12.4M -$1.99M -31,781 -14%
LFA
149
Legacy Financial Advisors
Kentucky
$12.4M -$117K -1,869 -0.9%
HCP
150
Holt Capital Partners
Texas
$12.3M +$2.12M +33,824 +21%
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