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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 %
Northern Trust
276
Northern Trust
Illinois
$5.07M +$232K +3,776 +5%
VWA
277
Visionary Wealth Advisors
Illinois
$5.02M -$88.3K -1,439 -2%
SS
278
Sunbelt Securities
Texas
$4.99M +$36.5K +596 +0.7%
KAS
279
KPP Advisory Services
Kentucky
$4.9M -$5.84M -95,252 -54%
CFP
280
Cascade Financial Partners
California
$4.86M +$23.1K +377 +0.5%
AWA
281
Arete Wealth Advisors
Illinois
$4.85M +$33.6K +549 +0.7%
PFG
282
Pacific Financial Group
Washington
$4.81M -$230K -3,742 -5%
SSWM
283
Sheets Smith Wealth Management
North Carolina
$4.71M +$1.41M +22,960 +43%
JWM
284
JPL Wealth Management
Colorado
$4.7M +$4.7M +76,601 New
CPIA
285
Cornell Pochily Investment Advisors
New York
$4.66M +$127K +2,066 +3%
OP
286
ORG Partners
Indiana
$4.62M -$242K -3,941 -5%
RTL
287
Red Tortoise LLC
Georgia
$4.53M +$32K +521 +0.7%
Susquehanna International Group
288
Susquehanna International Group
Pennsylvania
$4.53M +$3.54M +57,682 +358%
GVAG
289
Great Valley Advisor Group
Delaware
$4.47M -$36.7K -599 -0.8%
PA
290
Pinnacle Associates
New York
$4.45M +$388K +6,332 +10%
CCC
291
Compass Capital Corp
Massachusetts
$4.45M +$4.45M +70,433 New
IWB
292
Innovative Wealth Building
Maryland
$4.42M +$4.42M +72,124 New
MYIA
293
Mount Yale Investment Advisors
Colorado
$4.4M +$1.02M +16,596 +30%
FFP
294
Forbes Financial Planning
Rhode Island
$4.31M -$13.5K -220 -0.3%
Cerity Partners
295
Cerity Partners
New York
$4.3M -$422K -6,859 -9%
MSA
296
Marino Stram & Associates
Massachusetts
$4.29M +$27.7K +452 +0.7%
TP
297
Tranquility Partners
Tennessee
$4.27M -$104K -1,684 -2%
CFGS
298
Concourse Financial Group Securities
Alabama
$4.27M -$1.73M -27,549 -29%
VCWM
299
Vista Cima Wealth Management
Arizona
$4.26M +$4.26M +69,472 New
FLI
300
Family Legacy Inc
South Carolina
$4.25M -$26K -423 -0.6%
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12
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