DGRO icon

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 %
MA
176
Modus Advisors
Minnesota
$9.65M +$106K +1,835 +1%
OIA
177
OneDigital Investment Advisors
Kansas
$9.6M -$159K -2,766 -2%
WP
178
WealthShield Partners
North Carolina
$9.53M +$1.28M +22,247 +16%
PAS
179
Park Avenue Securities
New York
$9.53M +$363K +6,296 +4%
Citigroup
180
Citigroup
New York
$9.43M -$133K -2,316 -1%
MWM
181
Meridian Wealth Management
Kentucky
$9.4M +$9.4M +163,082 New
HCP
182
Holt Capital Partners
Texas
$9.38M -$1.74M -30,212 -16%
IAN
183
Integrated Advisors Network
Texas
$9.3M -$5.08M -88,194 -35%
EFS
184
Essex Financial Services
Connecticut
$9.22M +$883K +14,992 +11%
TCMP
185
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.14M +$9.14M +158,726 New
4WM
186
4J Wealth Management
Virginia
$9.14M -$2.69M -46,661 -23%
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$9.13M -$1.41M -24,410 -13%
PPWP
188
Premier Path Wealth Partners
New Jersey
$9.11M +$576K +9,996 +7%
AWM
189
Accel Wealth Management
Iowa
$9.05M -$26.2K -454 -0.3%
PA
190
Prism Advisors
California
$9.02M -$15M -260,568 -62%
MPW
191
Monterey Private Wealth
California
$8.98M +$44K +764 +0.5%
KAM
192
Knightsbridge Asset Management
California
$8.83M +$590K +10,234 +7%
SFP
193
Shepherd Financial Partners
Massachusetts
$8.82M -$692K -12,016 -7%
PFS
194
Prospera Financial Services
Texas
$8.71M -$895K -15,526 -9%
BCI
195
Brinker Capital Investments
Pennsylvania
$8.69M -$59.9K -1,040 -0.7%
OPS
196
Orion Portfolio Solutions
Nebraska
$8.69M -$59.9K -1,040 -0.7%
CAM
197
Cresset Asset Management
Illinois
$8.68M +$19.8K +343 +0.2%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$8.64M -$8.95K -156 -0.1%
RWA
199
Rooted Wealth Advisors
Illinois
$8.51M +$716K +11,989 +9%
GIA
200
Gladstone Institutional Advisory
Florida
$8.44M +$92.5K +1,605 +1%
6 7
8
9 10