DGRO icon

iShares Core Dividend Growth ETF

1,114 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, 359 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
+78
Holders Change %
+7.53%
% of All Funds
14.83%
Holding in Top 10
121
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.08%
% of All Funds
1.61%
New
162
Increased
449
Reduced
359
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
676
Silverlake Wealth Management
Vermont
$578K -$137K -2,238 -19%
EAMA
677
EFG Asset Management (Americas)
Florida
$576K -$11.2K -182 -2%
PI
678
PFG Investments
New York
$570K +$108K +1,761 +23%
SWA
679
Sightline Wealth Advisors
Connecticut
$565K +$565K +9,204 New
EIA
680
Eastover Investment Advisors
North Carolina
$560K +$11.8K +192 +2%
AA
681
Ancora Advisors
Ohio
$558K +$11.1K +181 +2%
NC
682
NovaPoint Capital
Georgia
$555K -$2.52K -41 -0.5%
SW
683
Simplicity Wealth
New Jersey
$555K
IP
684
Ignite Planners
California
$552K -$918K -14,923 -62%
SWMG
685
Sanchez Wealth Management Group
Florida
$550K +$550K +8,962 New
PPP
686
Private Portfolio Partners
New Jersey
$545K -$16.2K -264 -3%
ML
687
McAdam LLC
Pennsylvania
$545K +$23.7K +386 +5%
JHCP
688
Jackson Hole Capital Partners
Oklahoma
$545K
LA
689
Latitude Advisors
Florida
$544K +$162K +2,641 +42%
MW
690
Marcum Wealth
Ohio
$542K
SAW
691
Signal Advisors Wealth
Michigan
$541K -$71.5K -1,166 -12%
GT
692
Glenview Trust
Kentucky
$539K
DIA
693
Dana Investment Advisors
Wisconsin
$537K +$97.3K +1,587 +22%
RWA
694
River Wealth Advisors
Pennsylvania
$534K -$34.3K -559 -6%
BCG
695
Breakwater Capital Group
New Jersey
$533K -$14.1K -230 -3%
SHJ
696
Sharkey, Howes & Javer
Colorado
$530K +$530K +8,637 New
BB
697
Bell Bank
North Dakota
$528K +$528K +8,600 New
CCA
698
Criterion Capital Advisors
Tennessee
$525K
RRA
699
Round Rock Advisors
Connecticut
$524K +$613 +10 +0.1%
AFW
700
Atlantic Family Wealth
Florida
$524K +$524K +8,542 New