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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 %
Financial Engines Advisors
501
Financial Engines Advisors
California
$1.36M +$194K +3,168 +17%
PA
502
Parallel Advisors
California
$1.35M -$302K -4,931 -18%
FWM
503
Fingerlakes Wealth Management
New York
$1.34M +$99.2K +1,618 +8%
JIC
504
Joel Isaacson & Co
New York
$1.33M +$7.97K +130 +0.6%
PWH
505
Priebe Wealth Holdings
Minnesota
$1.32M -$7.67K -125 -0.6%
AFP
506
Ausdal Financial Partners
Iowa
$1.32M +$15.2K +247 +1%
BBHC
507
Brown Brothers Harriman & Co
New York
$1.31M +$351K +5,723 +37%
OAM
508
Occidental Asset Management
California
$1.29M – – –
FB
509
First Bancorp
Maine
$1.27M +$12.3K +200 +1%
CFS
510
CRA Financial Services
New Jersey
$1.26M +$8.65K +141 +0.7%
FHC
511
First Heartland Consultants
Missouri
$1.25M +$23.4K +382 +2%
WFA
512
Wells Financial Advisors
Massachusetts
$1.25M +$17.5K +285 +1%
WGC
513
Watts Gwilliam & Co
Arizona
$1.24M -$7.47K -122 -0.6%
CPC
514
Consolidated Planning Corp
Georgia
$1.24M +$908K +14,799 +272%
NCM
515
NCM Capital Management
New Jersey
$1.23M -$6.13K -100 -0.5%
IWA
516
Icon Wealth Advisors
Texas
$1.23M -$225K -3,660 -15%
TAM
517
Titleist Asset Management
Texas
$1.23M -$157K -2,564 -11%
GMFG
518
Greater Midwest Financial Group
Minnesota
$1.23M -$249K -4,053 -17%
SFWA
519
Summit Financial Wealth Advisors
Louisiana
$1.21M -$949 -15 -0.1%
OFG
520
Opulen Financial Group
Virginia
$1.21M +$1.21M +19,771 New
RC
521
Rovin Capital
Arizona
$1.18M +$15.1K +246 +1%
OMC
522
Old Mission Capital
Illinois
$1.17M +$1.17M +19,141 New
HNWAG
523
High Net Worth Advisory Group
Florida
$1.17M – – –
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$1.17M +$185K +3,024 +19%
MF
525
Montis Financial
Massachusetts
$1.17M -$329K -5,368 -22%
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