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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 %
WAP
326
Wealthcare Advisory Partners
Pennsylvania
$3.45M +$70.7K +1,152 +2%
PA
327
Prism Advisors
California
$3.39M -$1.59M -25,908 -32%
KFGK
328
Keystone Financial Group (Kentucky)
Kentucky
$3.38M +$36.6K +596 +1%
SWMG
329
Stillwater Wealth Management Group
Florida
$3.37M +$3.37M +54,943 New
WIA
330
World Investment Advisors
California
$3.35M +$1.08M +17,631 +48%
GLA
331
Good Life Advisors
Pennsylvania
$3.35M +$523K +8,529 +19%
FFA
332
First Foundation Advisors
California
$3.31M +$545K +8,885 +20%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$3.31M +$1.07M +17,500 +48%
RWM
334
Riverbend Wealth Management
South Carolina
$3.29M +$3.29M +53,558 New
Jane Street
335
Jane Street
New York
$3.28M +$3.28M +53,529 New
TPWM
336
Twelve Points Wealth Management
Massachusetts
$3.24M -$85.4K -1,393 -3%
MWM
337
MBE Wealth Management
Wisconsin
$3.22M -$84.2K -1,373 -3%
LWA
338
Lantern Wealth Advisors
New York
$3.21M -$240K -3,913 -7%
GPA
339
Guidance Point Advisors
Massachusetts
$3.21M -$70.6K -1,151 -2%
FWM
340
Forza Wealth Management
Florida
$3.19M +$2.45K +40 +0.1%
FP
341
Financial Perspectives
Minnesota
$3.17M +$75.2K +1,226 +2%
MI
342
Moneywise Inc
Virginia
$3.13M +$478K +7,796 +18%
MWPCG
343
Measured Wealth Private Client Group
New Hampshire
$3.13M -$228K -3,711 -7%
IA
344
Intellus Advisors
Florida
$3.12M +$3.12M +50,843 New
RMC
345
Ring Mountain Capital
California
$3.11M +$3.11M +50,751 New
WCG
346
Weaver Consulting Group
California
$3.06M -$17.9K -292 -0.6%
SG
347
StoneX Group
New York
$3.06M +$3.06M +49,886 New
LBC
348
Leigh Baldwin & Co
New York
$3.02M +$3.02M +49,224 New
MAMG
349
Milestone Asset Management Group
Connecticut
$2.98M +$2.98M +48,528 New
HR
350
Howe & Rusling
New York
$2.96M -$220K -3,587 -7%
12 13
14
15 16