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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 %
SWM
451
Spire Wealth Management
Virginia
$1.67M +$442K +7,201 +36%
CV
452
Counterweight Ventures
North Carolina
$1.66M +$21.4K +349 +1%
MMM
453
Mendel Money Management
Illinois
$1.66M -$184 -3 -0%
KMWM
454
Keudell/Morrison Wealth Management
Oregon
$1.66M – – –
BI
455
Beckerman Institutional
New Jersey
$1.64M -$18.6K -303 -1%
EPA
456
Element Pointe Advisors
Florida
$1.62M – – –
RCWM
457
Red Crane Wealth Management
California
$1.62M +$1.62M +26,382 New
DL
458
DOHJ LLC
Washington
$1.61M +$27.5K +449 +2%
TKP
459
Tallon Kerry Patrick
$1.6M +$1.6M +26,257 New
PRTG
460
Post Resch Tallon Group
New York
$1.6M +$1.6M +26,257 New
CW
461
CreativeOne Wealth
Kansas
$1.6M +$404K +6,594 +34%
KFA
462
Kapstone Financial Advisors
Ohio
$1.59M – – –
AIM
463
Anchor Investment Management
South Carolina
$1.59M -$19K -310 -1%
CCFM
464
Clear Creek Financial Management
Washington
$1.59M +$136K +2,222 +9%
MGIA
465
Moneta Group Investment Advisors
Missouri
$1.59M +$24.6K +401 +2%
FA
466
Freestate Advisors
Kansas
$1.57M +$7.48K +122 +0.5%
EWA
467
Exencial Wealth Advisors
Oklahoma
$1.57M -$33.6K -547 -2%
SC
468
SouthState Corp
Florida
$1.57M +$524K +8,550 +50%
WPP
469
Whalerock Point Partners
Rhode Island
$1.57M +$23.9K +389 +2%
Capital International Investors
470
Capital International Investors
California
$1.56M +$1.27M +20,761 +437%
CA
471
Crewe Advisors
Utah
$1.56M -$1.23M -20,050 -44%
GCL
472
Gouws Capital LLC
North Carolina
$1.55M -$613 -10 -0%
CPRC
473
Consolidated Portfolio Review Corp
New York
$1.55M +$61.2K +997 +4%
IP
474
Investment Partners
Ohio
$1.54M +$1.96K +32 +0.1%
BCM
475
Brookstone Capital Management
Illinois
$1.54M -$29.3K -478 -2%
17 18
19
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