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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 %
IWC
151
Integrated Wealth Concepts
Massachusetts
$11.1M +$1.09M +18,902 +11%
AIA
152
Alternative Investment Advisors
Florida
$11.1M +$2.59M +44,919 +30%
TWA
153
Tandem Wealth Advisors
Arizona
$11M +$184K +3,199 +2%
PAG
154
Powers Advisory Group
Illinois
$10.9M +$511K +8,862 +5%
TFS
155
Thoroughbred Financial Services
Tennessee
$10.8M +$1.9M +32,921 +21%
Corient Private Wealth
156
Corient Private Wealth
Florida
$10.7M -$201K -3,488 -2%
DI
157
DDFG Inc
California
$10.7M +$617K +10,704 +6%
OS
158
Objectivity Squared
South Carolina
$10.6M +$669K +11,125 +7%
BFA
159
Beaumont Financial Advisors
Massachusetts
$10.6M +$337K +5,841 +3%
BTWM
160
Brass Tax Wealth Management
Ohio
$10.6M +$802K +13,917 +8%
Creative Planning
161
Creative Planning
Kansas
$10.5M +$726K +12,610 +7%
WA
162
Waverly Advisors
Alabama
$10.5M +$871K +15,125 +9%
AA
163
Argent Advisors
Louisiana
$10.4M -$45.3K -787 -0.4%
ZIM
164
Zacks Investment Management
Illinois
$10.3M +$5.17M +89,674 +101%
AF
165
Allworth Financial
California
$10.2M -$51.6K -870 -0.5%
VCP
166
Verus Capital Partners
Arizona
$10.2M +$140K +2,435 +1%
FA
167
FC Advisory
Pennsylvania
$10.2M +$34.7K +602 +0.3%
FIM
168
Freedom Investment Management
Connecticut
$10.1M +$9.83M +170,673 +3,202%
PGAM
169
Princeton Global Asset Management
New Jersey
$10.1M -$219K -3,801 -2%
EWA
170
EverSource Wealth Advisors
Alabama
$10M +$952K +15,781 +10%
FHA
171
First Horizon Advisors
Tennessee
$9.98M -$3.92M -68,052 -28%
CIAS
172
Capital Investment Advisory Services
North Carolina
$9.98M -$275K -4,777 -3%
PCM
173
Perritt Capital Management
Illinois
$9.73M +$132K +2,290 +1%
CWM
174
Cornerstone Wealth Management
Missouri
$9.69M +$9.97K +173 +0.1%
FAM
175
Forte Asset Management
New York
$9.68M +$167K +2,897 +2%
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7
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