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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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$123M -$7.33M -119,559 -6%
AWM
27
Avior Wealth Management
Nebraska
$107M +$2.95M +48,117 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$101M -$9.2M -150,845 -8%
FCAS
29
First Command Advisory Services
Texas
$93M -$517K -8,435 -0.6%
NFC
30
Northeast Financial Consultants
Connecticut
$88.8M +$2.35M +38,335 +3%
AT
31
American Trust
Kentucky
$86.4M -$1.34M -21,767 -2%
SAF
32
Smith Anglin Financial
Texas
$86.2M +$3.63M +59,147 +4%
LNB
33
Ledyard National Bank
$86.1M +$3.11M +50,671 +4%
SWA
34
Strategies Wealth Advisors
Michigan
$76.6M +$6.42M +101,085 +9%
PMG
35
ProVise Management Group
Florida
$76M +$746K +12,161 +1%
GWA
36
Gratus Wealth Advisors
Virginia
$73.6M +$4.76M +77,673 +7%
PAG
37
Private Advisor Group
New Jersey
$69.1M +$4.54M +73,990 +7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$61.6M +$2.37M +38,615 +4%
TPCW
39
TD Private Client Wealth
New York
$59.9M +$9.82M +160,162 +20%
SSWG
40
Seven Springs Wealth Group
Tennessee
$59.2M -$462K -7,531 -0.8%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$58.9M +$142K +2,316 +0.2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$57.6M -$53.5M -872,819 -48%
SA
43
Sanctuary Advisors
Indiana
$56.7M -$896K -14,052 -2%
FBFS
44
First Business Financial Services
Wisconsin
$55.5M +$368K +6,006 +0.7%
MWP
45
Madison Wealth Partners
Wisconsin
$54.9M +$3.1M +50,526 +6%
BWL
46
Bogart Wealth LLC
Virginia
$51.5M -$435K -7,085 -0.8%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$49.5M +$17.9M +292,127 +57%
CWS
48
Confluence Wealth Services
Pennsylvania
$49M +$4.45M +70,288 +10%
CCWM
49
Correct Capital Wealth Management
Missouri
$48.3M +$554K +9,032 +1%
SFG
50
Stonebridge Financial Group
Pennsylvania
$44.4M +$44.4M +723,648 New
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