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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 %
CFD
376
Creative Financial Designs
Indiana
$2.5M -$71.2K -1,161 -3%
VCA
377
Verdence Capital Advisors
Maryland
$2.49M +$61K +995 +3%
LWL
378
Leo Wealth LLC
Texas
$2.48M -$14.5K -237 -0.6%
WWA
379
WCG Wealth Advisors
Nevada
$2.47M -$163K -2,665 -6%
LFG
380
Larson Financial Group
Missouri
$2.46M +$132K +2,146 +6%
GA
381
GSG Advisors
New Jersey
$2.45M +$254K +4,144 +12%
Citadel Advisors
382
Citadel Advisors
Florida
$2.45M +$669K +10,904 +38%
TC
383
TownSquare Capital
Utah
$2.44M -$184K -3,000 -7%
GWM
384
Geneos Wealth Management
Colorado
$2.37M +$50.5K +824 +2%
IA
385
Insight Advisors
Pennsylvania
$2.32M -$48K -783 -2%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$2.3M +$288K +4,693 +14%
MMPW
387
Mitchell McLeod Pugh & Williams
Alabama
$2.3M -$9.63K -157 -0.4%
BC
388
Brio Consultants
California
$2.3M -$115K -1,873 -5%
CWM
389
Centricity Wealth Management
Ohio
$2.28M +$2.28M +37,172 New
I
390
INVST
Indiana
$2.26M -$221K -3,603 -9%
ICM
391
Islay Capital Management
Texas
$2.25M +$4.11K +67 +0.2%
Kovitz Investment Group Partners
392
Kovitz Investment Group Partners
Illinois
$2.25M +$1.2M +19,505 +114%
BFA
393
Beacon Financial Advisory
Ohio
$2.22M +$100K +1,630 +5%
CIA
394
Concurrent Investment Advisors
Florida
$2.2M +$373K +6,082 +20%
GCM
395
Gallacher Capital Management
Colorado
$2.19M -$93K -1,516 -4%
SEP
396
Southland Equity Partners
Missouri
$2.19M +$19.5K +318 +0.9%
FI
397
Financial Insights
Washington
$2.18M -$145K -2,372 -6%
WA
398
Westfuller Advisors
New York
$2.17M -$253K -4,132 -10%
MFWM
399
Motley Fool Wealth Management
Virginia
$2.15M +$2.15M +35,055 New
O3W
400
Omni 360 Wealth
New Jersey
$2.15M +$260K +4,235 +14%
14 15
16
17 18