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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

981 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 373 increasing their positions, 368 reducing their positions, and 62 closing their positions.

Holders
981
Holders Change
+21
Holders Change %
+2.19%
% of All Funds
14.22%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.7%
New
94
Increased
373
Reduced
368
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$561M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$112M
3
LPL Financial
3
LPL Financial
California
$691M
4
HI
4
Horizon Investments
North Carolina
$89.9M
5
SPC
5
Sigma Planning Corp
Michigan
$50.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.1B
2
Ameriprise
2
Ameriprise
Minnesota
$458M
3
NA
3
NewEdge Advisors
Louisiana
$29.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
GC
5
Gratus Capital
Georgia
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.1B 18,876,266 -20,224,332 -52%
Bank of America
2
Bank of America
North Carolina
$1.03B 17,687,966 -443,189 -2%
LPL Financial
3
LPL Financial
California
$691M 11,902,978 +746,773 +7%
BlackRock
4
BlackRock
New York
$561M 9,660,918 +2,354,812 +32%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$506M 8,710,235 -61,764 -0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$502M 8,637,711 +94,506 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$464M 7,996,613 -113,204 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$463M 7,972,561 -82,738 -1%
Ameriprise
9
Ameriprise
Minnesota
$458M 7,881,454 -2,198,595 -22%
Wealthfront Advisers
10
Wealthfront Advisers
California
$436M 7,508,367 +138,714 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$414M 7,134,724 +147,981 +2%
CIA
12
Capital Investment Advisors
Georgia
$410M 7,054,762 +29,881 +0.4%
Goldman Sachs
13
Goldman Sachs
New York
$352M 6,057,754 -13,005 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$330M 5,680,940 -4,587 -0.1%
Wells Fargo
15
Wells Fargo
California
$309M 5,329,805 +77,081 +1%
UBS Group
16
UBS Group
Switzerland
$267M 4,597,248 -107,605 -2%
Truist Financial
17
Truist Financial
North Carolina
$180M 3,095,063 -339,126 -10%
MML Investors Services
18
MML Investors Services
Massachusetts
$177M 3,056,144 -108,027 -3%
HighTower Advisors
19
HighTower Advisors
Illinois
$175M 3,015,588 +48,356 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$173M 2,976,616 -212,761 -7%
RJA
21
Raymond James & Associates
Florida
$143M 2,470,630 -43,374 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$139M 2,389,924 +436,920 +22%
Osaic Holdings
23
Osaic Holdings
Arizona
$132M 2,277,160 -1,009,073 -31%
Mariner
24
Mariner
Kansas
$128M 2,207,136 -71,278 -3%
Stifel Financial
25
Stifel Financial
Missouri
$117M 2,021,854 +46,798 +2%
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