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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
+$114M
2
KAS
Kestra Advisory Services
Texas
+$69.8M
3
LPL Financial
LPL Financial
California
+$60.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$55.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$26.1M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$22.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$22.2M
4
MOS
MGO One Seven
Ohio
-$16.3M
5
PA
Prism Advisors
California
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCA
201
Mill Creek Capital Advisors
Pennsylvania
$8.1M +$8.1M +140,625 New
LGWM
202
Litman Gregory Wealth Management
California
$8.04M +$1.25M +21,660 +18%
FFP
203
FourThought Financial Partners
Florida
$8.03M +$2.71M +47,009 +51%
Natixis Advisors
204
Natixis Advisors
Massachusetts
$8.02M +$2.63M +45,600 +49%
FIA
205
Foundations Investment Advisors
Arizona
$8.01M -$1.06M -18,439 -12%
ADL
206
Asset Dedication LLC
California
$7.98M -$220K -3,814 -3%
BP
207
BBR Partners
New York
$7.92M +$2.94K +51 +0%
CT
208
Colonial Trust
South Carolina
$7.82M +$161K +2,799 +2%
PWA
209
Physician Wealth Advisors
Utah
$7.68M +$8.84K +147 +0.1%
JWM
210
Jackson Wealth Management
Florida
$7.66M -$3.68M -63,884 -32%
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$7.64M +$489K +8,487 +7%
MC
212
Matisse Capital
Oregon
$7.55M +$6.63K +115 +0.1%
AWA
213
Arkadios Wealth Advisors
Georgia
$7.5M +$6.37M +110,617 +567%
BAAM
214
Baker Avenue Asset Management
California
$7.42M -$35.4K -615 -0.5%
DADC
215
D.A. Davidson & Co
Montana
$7.42M -$473K -8,204 -6%
TWM
216
TriaGen Wealth Management
California
$7.28M +$15.7K +272 +0.2%
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$6.99M +$115K +2,000 +2%
BRWA
218
B. Riley Wealth Advisors
Florida
$6.98M +$284K +4,933 +4%
AWE
219
Avidian Wealth Enterprises
Texas
$6.85M -$247K -4,282 -3%
EB
220
Eastern Bank
Massachusetts
$6.76M -$641K -11,131 -9%
IC
221
IEQ Capital
California
$6.73M +$179K +3,113 +3%
LWA
222
Lineweaver Wealth Advisors
Ohio
$6.69M +$379K +6,579 +6%
ASN
223
Advisory Services Network
Georgia
$6.59M -$214K -3,710 -3%
HFRG
224
Houlihan Financial Resource Group
Virginia
$6.46M -$20.1K -349 -0.3%
AGA
225
Arkos Global Advisors
Texas
$6.46M -$1.38K -24 -0%
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