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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 %
AF
151
Apexium Financial
Texas
$11.3M +$126K +2,176 +1%
HCP
152
Holt Capital Partners
Texas
$11.2M -$372K -6,401 -3%
RPWA
153
Regent Peak Wealth Advisors
Georgia
$11M +$587K +10,105 +6%
Corient Private Wealth
154
Corient Private Wealth
Florida
$11M -$143K -2,471 -1%
CFP
155
Cypress Financial Planning
New Jersey
$11M +$4.81M +82,786 +78%
TWA
156
Tandem Wealth Advisors
Arizona
$10.8M +$1.22M +21,205 +13%
CW
157
Connectus Wealth
Ohio
$10.7M +$859K +14,794 +9%
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$10.6M -$1.26M -21,717 -11%
PJWM
159
Philip James Wealth Mangement
Georgia
$10.6M +$566K +9,746 +6%
AA
160
Argent Advisors
Louisiana
$10.5M +$511K +8,800 +5%
PAG
161
Powers Advisory Group
Illinois
$10.5M +$244K +4,202 +2%
PGAM
162
Princeton Global Asset Management
New Jersey
$10.4M -$57.4K -988 -0.5%
PS
163
Principal Securities
Iowa
$10.4M +$885K +15,247 +9%
BFA
164
Beaumont Financial Advisors
Massachusetts
$10.4M -$2.57M -44,199 -20%
CIAS
165
Capital Investment Advisory Services
North Carolina
$10.3M -$115K -1,978 -1%
FA
166
FC Advisory
Pennsylvania
$10.2M -$132K -2,267 -1%
DI
167
DDFG Inc
California
$10.2M +$315K +5,420 +3%
VCP
168
Verus Capital Partners
Arizona
$10.1M +$298K +5,137 +3%
IWC
169
Integrated Wealth Concepts
Massachusetts
$10.1M +$443K +7,637 +5%
AF
170
Allworth Financial
California
$10M +$7.1M +122,258 +243%
EL
171
EQ LLC
Washington
$9.93M +$3.02M +52,036 +44%
Creative Planning
172
Creative Planning
Kansas
$9.89M -$779K -13,413 -7%
BTWM
173
Brass Tax Wealth Management
Ohio
$9.84M +$9.84M +169,474 New
OIA
174
OneDigital Investment Advisors
Kansas
$9.83M -$106K -1,825 -1%
CWM
175
Cornerstone Wealth Management
Missouri
$9.76M +$431K +7,430 +5%
5 6
7
8 9