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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 %
FIA
201
Foundations Investment Advisors
Arizona
$9.04M +$322K +5,139 +4%
GIA
202
Gladstone Institutional Advisory
Florida
$8.9M -$279K -4,454 -3%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$8.89M +$1.31M +21,000 +17%
EFS
204
Essex Financial Services
Connecticut
$8.79M -$1.11M -17,611 -11%
BCI
205
Brinker Capital Investments
Pennsylvania
$8.78M -$680K -10,842 -7%
OPS
206
Orion Portfolio Solutions
Nebraska
$8.78M -$680K -10,842 -7%
KWM
207
Kingsview Wealth Management
Oregon
$8.72M +$2.39M +38,198 +38%
Citigroup
208
Citigroup
New York
$8.65M -$1.61M -25,726 -16%
BAAM
209
Baker Avenue Asset Management
California
$8.63M +$555K +8,848 +7%
BP
210
BBR Partners
New York
$8.62M +$4.08K +65 +0%
AWA
211
Arkadios Wealth Advisors
Georgia
$8.42M +$261K +4,166 +3%
ADL
212
Asset Dedication LLC
California
$8.42M -$268K -4,277 -3%
TCMP
213
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.41M -$1.54M -24,610 -16%
MC
214
Matisse Capital
Oregon
$8.3M +$84.3K +1,345 +1%
TWM
215
TriaGen Wealth Management
California
$8.3M +$368K +5,866 +5%
GRP
216
Global Retirement Partners
California
$8.23M +$1.61M +25,628 +24%
FFP
217
FourThought Financial Partners
Florida
$8.09M -$653K -10,410 -7%
PWA
218
Physician Wealth Advisors
Utah
$8.01M -$96K -1,514 -1%
MCCA
219
Mill Creek Capital Advisors
Pennsylvania
$7.64M -$1.18M -18,771 -13%
BRWA
220
B. Riley Wealth Advisors
Florida
$7.59M +$689 +11 +0%
AWE
221
Avidian Wealth Enterprises
Texas
$7.55M +$100K +1,600 +1%
RFM
222
Royal Fund Management
Florida
$7.35M +$732K +11,648 +11%
AGA
223
Arkos Global Advisors
Texas
$7.34M +$309K +4,925 +4%
DADC
224
D.A. Davidson & Co
Montana
$7.31M -$765K -12,205 -9%
IC
225
IEQ Capital
California
$7.31M -$16.8K -268 -0.2%
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