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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 %
SIC
351
Samalin Investment Counsel
New York
$2.95M +$187K +3,056 +7%
FHA
352
Flagship Harbor Advisors
Massachusetts
$2.94M +$13.2K +215 +0.5%
LFAS
353
Level Four Advisory Services
Texas
$2.9M -$1.69M -27,522 -37%
RSS
354
Rosenblum Silverman Sutton
California
$2.9M -$15K -245 -0.5%
D.E. Shaw & Co
355
D.E. Shaw & Co
New York
$2.89M +$2.89M +47,123 New
RA
356
RFG Advisory
Alabama
$2.87M +$86.4K +1,409 +3%
HIA
357
Harbor Investment Advisory
Maryland
$2.86M +$111K +1,811 +4%
Brown Advisory
358
Brown Advisory
Maryland
$2.85M -$128K -2,082 -4%
GFG
359
Goldstone Financial Group
Illinois
$2.83M +$213K +3,476 +8%
BEI
360
Benjamin Edwards Inc
Missouri
$2.78M +$259K +4,227 +10%
OAM
361
Oak Asset Management
California
$2.74M +$7.67K +125 +0.3%
BF
362
Bonfire Financial
Colorado
$2.72M +$2.72M +44,311 New
SF
363
Synovus Financial
Georgia
$2.68M -$235K -3,831 -8%
MCC
364
Money Concepts Capital
Florida
$2.67M +$2.07M +33,799 +347%
HAS
365
HBW Advisory Services
California
$2.65M -$38.6K -629 -1%
FWA
366
FSC Wealth Advisors
New York
$2.65M – – –
SPC
367
Spirepoint Private Client
Florida
$2.63M +$160K +2,612 +6%
HBW
368
Hazlett, Burt & Watson
West Virginia
$2.62M -$42.6K -694 -2%
MWS
369
MFA Wealth Services
California
$2.62M +$2.62M +42,657 New
EWM
370
EPG Wealth Management
Georgia
$2.57M +$42.9K +700 +2%
EWM
371
Echo Wealth Management
Minnesota
$2.56M +$613 +10 +0%
KIA
372
KCM Investment Advisors
California
$2.55M +$66.2K +1,080 +3%
GC
373
Guidance Capital
Kentucky
$2.54M -$228K -3,602 -8%
WWM
374
Western Wealth Management
Colorado
$2.53M +$79.4K +1,294 +3%
MCC
375
Maiden Cove Capital
Maine
$2.51M +$46K +750 +2%
13 14
15
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