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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,035 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, 340 reducing their positions, and 34 closing their positions.

Holders
1,035
Holders Change
+55
Holders Change %
+5.61%
% of All Funds
14.97%
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
340
Closed
34
Calls
$95M
Puts
$715K
Net Calls
+$94.2M
Net Calls Change
+$86.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$719M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$193M
3
HI
3
Horizon Investments
North Carolina
$171M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$639M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$238M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$279M
2
SFC
2
Strategic Financial Concepts
Texas
$1.39M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.24M
4
SWP
4
Strategic Wealth Partners
Ohio
$11.4M
5
BlackRock
5
BlackRock
New York
$582M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.16B 18,439,460 -513,127 -3%
Bank of America
2
Bank of America
North Carolina
$1.1B 17,586,107 -29,556 -0.2%
LPL Financial
3
LPL Financial
California
$838M 13,363,898 +413,083 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$719M 11,463,441 +2,456,971 +27%
Wealthfront Advisers
5
Wealthfront Advisers
California
$639M 10,191,238 +700,344 +7%
BlackRock
6
BlackRock
New York
$582M 9,289,434 -606,648 -6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$540M 8,612,535 -209,239 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$492M 7,842,422 +108,051 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$490M 7,817,718 -76,187 -1%
Ameriprise
10
Ameriprise
Minnesota
$459M 7,318,805 -522,359 -7%
CIA
11
Capital Investment Advisors
Georgia
$459M 7,315,118 +109,977 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$445M 7,093,495 +16,395 +0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$362M 5,780,400 +82,102 +1%
Wells Fargo
14
Wells Fargo
California
$330M 5,266,230 +93,078 +2%
UBS Group
15
UBS Group
Switzerland
$287M 4,572,694 -25,090 -0.5%
Goldman Sachs
16
Goldman Sachs
New York
$279M 4,447,214 -1,821,552 -29%
MML Investors Services
17
MML Investors Services
Massachusetts
$238M 3,796,963 +644,193 +20%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$207M 3,304,969 +130,763 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$195M 3,110,822 +68,410 +2%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$193M 3,092,431 +1,146,869 +59%
Truist Financial
21
Truist Financial
North Carolina
$189M 3,014,539 -8,534 -0.3%
HI
22
Horizon Investments
North Carolina
$171M 2,728,250 +842,706 +45%
RJA
23
Raymond James & Associates
Florida
$159M 2,538,953 +45,538 +2%
Mariner
24
Mariner
Kansas
$135M 2,160,593 -37,362 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$133M 2,121,352 +136,658 +7%
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