DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,036 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, 341 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.98%
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
341
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
+$154M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$71.6M
3
HI
Horizon Investments
North Carolina
+$52.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$43.9M
5
MML Investors Services
MML Investors Services
Massachusetts
+$40.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$114M
2
SFC
Strategic Financial Concepts
Texas
-$79.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$64.3M
4
SWP
Strategic Wealth Partners
Ohio
-$46.6M
5
BlackRock
BlackRock
New York
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
151
Cypress Financial Planning
New Jersey
$12.3M -$626K -9,980 -5%
AF
152
Apexium Financial
Texas
$12.3M -$41.3K -659 -0.3%
JAG
153
Journey Advisory Group
Kentucky
$12.2M -$202K -3,500 -2%
AIA
154
Alternative Investment Advisors
Florida
$12.1M +$59.4K +948 +0.5%
TFS
155
Thoroughbred Financial Services
Tennessee
$11.9M +$153K +2,445 +1%
KPWS
156
Kestra Private Wealth Services
Texas
$11.9M +$6.28M +100,246 +113%
Creative Planning
157
Creative Planning
Kansas
$11.8M +$357K +5,690 +3%
PA
158
PSI Advisors
Florida
$11.8M -$485K -7,744 -4%
ZIM
159
Zacks Investment Management
Illinois
$11.7M +$542K +8,650 +5%
WA
160
Waverly Advisors
Alabama
$11.7M +$241K +3,852 +2%
BFA
161
Beaumont Financial Advisors
Massachusetts
$11.6M +$37.4K +597 +0.3%
Corient Private Wealth
162
Corient Private Wealth
Florida
$11.6M -$80.7K -1,287 -0.7%
AssetMark Inc
163
AssetMark Inc
California
$11.5M -$5.28M -84,157 -31%
MWM
164
Meridian Wealth Management
Kentucky
$11.5M +$1.26M +20,156 +12%
SWA
165
SOA Wealth Advisors
New York
$11.4M -$869K -13,863 -7%
PGAM
166
Princeton Global Asset Management
New Jersey
$11.4M +$444K +7,088 +4%
VCP
167
Verus Capital Partners
Arizona
$11.4M +$304K +4,856 +3%
SWP
168
Strategic Wealth Partners
Ohio
$11.4M -$46.6M -744,056 -80%
OS
169
Objectivity Squared
South Carolina
$11.4M +$356K +5,720 +3%
BTWM
170
Brass Tax Wealth Management
Ohio
$11.3M -$207K -3,298 -2%
EWA
171
EverSource Wealth Advisors
Alabama
$11.3M +$835K +13,315 +8%
FA
172
FC Advisory
Pennsylvania
$11.2M +$147K +2,352 +1%
AA
173
Argent Advisors
Louisiana
$11.1M -$210K -3,358 -2%
AF
174
Allworth Financial
California
$11.1M +$326K +5,194 +3%
KAS
175
KPP Advisory Services
Kentucky
$11M -$2.07M -32,957 -16%
5 6
7
8 9