DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,112 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 449 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+77
Holders Change %
+7.44%
% of All Funds
14.81%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.6%
New
162
Increased
449
Reduced
357
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.06B
2
LPL Financial
2
LPL Financial
California
$905M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$259M
4
Wells Fargo
4
Wells Fargo
California
$380M
5
Mariner
5
Mariner
Kansas
$187M

Top Sellers

1
BlackRock
1
BlackRock
New York
$331M
2
HI
2
Horizon Investments
North Carolina
$6.56K
3
KAS
3
Kestra Advisory Services
Texas
$18.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$57.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$654M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
226
Matisse Capital
Oregon
$7.05M -$1.07M -17,390 -13%
CAM
227
Cresset Asset Management
Illinois
$7.02M -$2.14M -34,848 -23%
EL
228
EQ LLC
Washington
$6.9M -$5.35M -87,267 -44%
HFRG
229
Houlihan Financial Resource Group
Virginia
$6.88M -$8.47K -138 -0.1%
CICC
230
Capital Investment Counsel (Colorado)
Colorado
$6.86M -$123K -2,012 -2%
AWMG
231
ADG Wealth Management Group
Louisiana
$6.82M +$6.82M +111,199 New
ADL
232
Asset Dedication LLC
California
$6.77M -$1.46M -23,848 -18%
AWM
233
Aprio Wealth Management
Georgia
$6.77M -$88.1K -1,437 -1%
TW
234
TrinityPoint Wealth
Connecticut
$6.75M -$25K -408 -0.4%
RSWM
235
Robertson Stephens Wealth Management
California
$6.74M -$13.3M -216,800 -66%
ASN
236
Advisory Services Network
Georgia
$6.65M -$365K -5,952 -5%
GL
237
Graypoint LLC
New York
$6.64M +$139K +2,271 +2%
CWM
238
Connecticut Wealth Management
Connecticut
$6.61M – – –
AGP
239
Autumn Glory Partners
Texas
$6.56M -$61.3K -999 -0.9%
SEM
240
Strategic Equity Management
Arizona
$6.44M +$481K +7,848 +8%
GB
241
Gunma Bank
Japan
$6.44M +$368K +6,000 +6%
AIM
242
Alhambra Investment Management
Florida
$6.34M +$906K +14,775 +17%
FNC
243
First National Corp
Massachusetts
$6.32M +$67.2K +1,095 +1%
TCMP
244
Thrive Capital Management (Pennsylvania)
Pennsylvania
$6.26M -$1.97M -32,069 -24%
SFPG
245
Stonebridge Financial Planning Group
Florida
$6.22M +$175K +2,847 +3%
HAG
246
HF Advisory Group
Maryland
$6.17M +$122K +1,988 +2%
TWA
247
Talisman Wealth Advisors
New Jersey
$6.16M +$660K +10,758 +12%
PS
248
Principal Securities
Iowa
$6.15M -$272K -4,432 -4%
HC
249
Hoese & Co
Minnesota
$6.13M +$1.34M +21,852 +28%
IAA
250
Independent Advisor Alliance
North Carolina
$6.11M +$6.11M +99,687 New
8 9
10
11 12