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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
Wealthfront Advisers
California
$1.06B
2
LPL Financial
LPL Financial
California
$905M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$259M
4
Wells Fargo
Wells Fargo
California
$380M
5
Mariner
Mariner
Kansas
$187M

Top Sellers

1
BlackRock
BlackRock
New York
$331M
2
HI
Horizon Investments
North Carolina
$6.56K
3
KAS
Kestra Advisory Services
Texas
$18.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$57.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$654M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
401
Harbor Advisory Corp
New Hampshire
$2.13M – – –
B
402
Bailard
California
$2.11M -$45K -733 -2%
Corient Private Wealth
403
Corient Private Wealth
Florida
$2.1M -$9.22M -150,357 -81%
Neuberger Berman Group
404
Neuberger Berman Group
New York
$2.08M +$47.1K +768 +2%
TCM
405
TD Capital Management
Tennessee
$2.07M -$617K -10,060 -23%
SCA
406
Snowden Capital Advisors
New York
$2.07M +$432K +7,046 +26%
TVAMP
407
Tennessee Valley Asset Management Partners
Tennessee
$2.05M +$44.1K +719 +2%
EWM
408
Endowment Wealth Management
Wisconsin
$2.04M +$218K +3,556 +12%
CA
409
CoreCap Advisors
Michigan
$2.04M +$60.8K +991 +3%
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$2.03M +$193K +3,150 +10%
OCM
411
Objective Capital Management
Ohio
$2.03M +$119K +1,940 +6%
KWA
412
Kingswood Wealth Advisors
California
$2.03M -$933K -15,218 -32%
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$2.02M +$66.6K +1,085 +3%
Vanguard Group
414
Vanguard Group
Pennsylvania
$2.02M -$22.6K -369 -1%
CWP
415
Curated Wealth Partners
California
$2.01M +$56.2K +916 +3%
WANY
416
Wealthspire Advisors (New York)
New York
$2.01M +$29.9K +487 +2%
SWA
417
Sterling Wealth Advisors
Florida
$1.97M +$1.97M +32,097 New
SS
418
Sound Stewardship
Kansas
$1.96M -$103K -1,672 -5%
Pathstone Holdings
419
Pathstone Holdings
New Jersey
$1.95M -$1.16M -18,984 -37%
SC
420
Scotia Capital
Ontario, Canada
$1.95M +$7.05K +115 +0.4%
AA
421
Advisory Alpha
Michigan
$1.93M -$10.3K -168 -0.5%
PCA
422
Prosperity Capital Advisors
Ohio
$1.93M -$51K -831 -3%
CAG
423
Centerpoint Advisory Group
Kansas
$1.92M +$1.92M +31,357 New
WN
424
Williams & Novak
California
$1.92M +$60.1K +979 +3%
GF
425
Gries Financial
Ohio
$1.91M +$35.7K +582 +2%
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