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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.

Holders
980
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
14.26%
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
1
Wealthfront Advisers
California
$547M
2
KAS
2
Kestra Advisory Services
Texas
$83.8M
3
LPL Financial
3
LPL Financial
California
$746M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$112M
5
SA
5
Sanctuary Advisors
Indiana
$45.1M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$115M
4
MOS
4
MGO One Seven
Ohio
$6.33M
5
PA
5
Prism Advisors
California
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.09B 18,952,587 +76,321 +0.4%
Bank of America
2
Bank of America
North Carolina
$1.01B 17,615,663 -72,303 -0.4%
LPL Financial
3
LPL Financial
California
$746M 12,950,815 +1,047,837 +9%
BlackRock
4
BlackRock
New York
$570M 9,896,082 +235,164 +2%
Wealthfront Advisers
5
Wealthfront Advisers
California
$547M 9,490,894 +1,982,527 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$519M 9,006,470 +368,759 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$508M 8,821,774 +111,539 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$455M 7,893,905 -102,708 -1%
Ameriprise
9
Ameriprise
Minnesota
$452M 7,841,164 -40,290 -0.5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$446M 7,734,371 -238,190 -3%
CIA
11
Capital Investment Advisors
Georgia
$415M 7,205,141 +150,379 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$408M 7,077,100 -57,624 -0.8%
Goldman Sachs
13
Goldman Sachs
New York
$361M 6,268,766 +211,012 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$328M 5,698,298 +17,358 +0.3%
Wells Fargo
15
Wells Fargo
California
$298M 5,173,152 -156,653 -3%
UBS Group
16
UBS Group
Switzerland
$265M 4,597,784 +536 +0%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$183M 3,174,206 +197,590 +7%
MML Investors Services
18
MML Investors Services
Massachusetts
$182M 3,152,770 +96,626 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$175M 3,042,412 +26,824 +0.9%
Truist Financial
20
Truist Financial
North Carolina
$174M 3,023,073 -71,990 -2%
RJA
21
Raymond James & Associates
Florida
$144M 2,493,415 +22,785 +0.9%
Mariner
22
Mariner
Kansas
$127M 2,197,955 -9,181 -0.4%
Osaic Holdings
23
Osaic Holdings
Arizona
$120M 2,078,863 -198,297 -9%
Stifel Financial
24
Stifel Financial
Missouri
$117M 2,031,559 +9,705 +0.5%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$115M 2,004,288 -385,636 -16%
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