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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 %
GEA
251
Glen Eagle Advisors
New Jersey
$6.07M +$250K +4,070 +4%
SC
252
Stephens Consulting
Michigan
$6.06M +$953K +15,537 +19%
SI
253
Stephens Inc
Arkansas
$6.06M +$311K +5,074 +5%
MFG
254
Merit Financial Group
Georgia
$6.04M -$1.01M -16,443 -14%
CBT
255
Crews Bank & Trust
Florida
$5.93M +$5.93M +96,741 New
WS
256
Wela Strategies
Georgia
$5.88M +$44.1K +719 +0.8%
ACA
257
Aptus Capital Advisors
Alabama
$5.83M +$4.67M +76,059 +399%
UCFA
258
United Capital Financial Advisors
Texas
$5.8M -$32.3K -527 -0.6%
TCM
259
Towercrest Capital Management
Pennsylvania
$5.79M +$13.7K +223 +0.2%
FWA
260
Flagship Wealth Advisors
Massachusetts
$5.74M +$5.74M +93,641 New
QCIG
261
Quad-Cities Investment Group
Iowa
$5.74M +$66.6K +1,085 +1%
HSWM
262
Hubbell Strickland Wealth Management
Louisiana
$5.73M +$83.3K +1,358 +1%
GAM
263
Gotham Asset Management
New York
$5.71M +$1.11M +18,113 +24%
CAG
264
Csenge Advisory Group
Florida
$5.67M +$77K +1,255 +1%
IIC
265
Integrated Investment Consultants
Michigan
$5.66M -$97.3K -1,586 -2%
VA
266
Valmark Advisers
Ohio
$5.66M +$561K +9,147 +11%
SWM
267
Scissortail Wealth Management
Oklahoma
$5.64M +$5.64M +92,003 New
PFA
268
Professional Financial Advisors
Nebraska
$5.64M +$2.21K +36 +0%
JWWM
269
Johnson & White Wealth Management
Pennsylvania
$5.51M +$170K +2,777 +3%
US Bancorp
270
US Bancorp
Minnesota
$5.47M -$86.1K -1,404 -2%
NW
271
NewEdge Wealth
Pennsylvania
$5.47M -$35.1K -572 -0.6%
PCM
272
Parsons Capital Management
Rhode Island
$5.46M -$71.7K -1,169 -1%
SMC
273
Smith, Moore & Co
Missouri
$5.44M +$134K +2,179 +3%
MOS
274
MGO One Seven
Ohio
$5.18M -$1.33M -21,671 -20%
RWA
275
Redhawk Wealth Advisors
Minnesota
$5.14M -$144K -2,344 -3%
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