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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 %
WA
301
WBH Advisory
Maryland
$4.11M -$979K -15,966 -19%
AAS
302
Ameritas Advisory Services
Nebraska
$4.1M +$2.16M +35,210 +111%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$4.07M -$72.5K -1,182 -2%
BWA
304
Beam Wealth Advisors
Louisiana
$4.07M -$281K -4,586 -6%
GWANC
305
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.02M +$4.02M +65,510 New
HA
306
Herold Advisors
New York
$3.99M -$221K -3,606 -5%
LA
307
LexAurum Advisors
Kansas
$3.97M -$102K -1,661 -3%
AIA
308
AssuredPartners Investment Advisors
Florida
$3.96M +$3.96M +64,624 New
IWM
309
IHT Wealth Management
Illinois
$3.93M -$853K -13,899 -18%
BBWP
310
Beacon Bridge Wealth Partners
Pennsylvania
$3.91M -$254K -4,139 -6%
FA
311
Fermata Advisors
California
$3.83M -$609K -9,928 -14%
MFGM
312
Marshall Financial Group (Maryland)
Maryland
$3.8M +$44K +718 +1%
William Blair & Company
313
William Blair & Company
Illinois
$3.8M -$67.8K -1,106 -2%
HI
314
Harbour Investments
Wisconsin
$3.8M +$262K +4,279 +7%
BPA
315
Beacon Pointe Advisors
California
$3.79M +$484K +7,889 +15%
AWM
316
AE Wealth Management
Kansas
$3.73M -$3.41M -55,561 -48%
HH
317
Hilltop Holdings
Texas
$3.73M -$1.87M -30,547 -33%
FAIM
318
Financial Advocates Investment Management
Washington
$3.72M +$47.9K +767 +1%
STA
319
Smith Thornton Advisors
Alabama
$3.66M -$46.4K -756 -1%
Allspring Global Investments
320
Allspring Global Investments
North Carolina
$3.57M +$3.57M +58,087 New
SFC
321
Strategic Financial Concepts
Texas
$3.56M +$2.2M +35,899 +162%
KBFS
322
Kohmann Bosshard Financial Services
Ohio
$3.56M – – –
1WA
323
180 Wealth Advisors
Washington
$3.52M -$274K -4,467 -7%
IA
324
IFP Advisors
Florida
$3.5M +$437K +7,129 +14%
GI
325
GAMMA Investing
California
$3.46M +$9.2K +150 +0.3%
11 12
13
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