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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.

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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$43.9M -$127K -2,067 -0.3%
AOI
52
Auto-Owners Insurance
Michigan
$42.3M +$10.7M +175,000 +34%
CCA
53
Conservest Capital Advisors
Pennsylvania
$42M -$7.09M -115,584 -14%
SPIA
54
Steward Partners Investment Advisory
New York
$39.8M +$1.53M +24,956 +4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$37.7M +$5.89M +95,943 +18%
SPC
56
Sigma Planning Corp
Michigan
$37.1M -$2.75M -44,819 -7%
OC
57
Oppenheimer & Co
New York
$36.1M +$1.47M +24,044 +4%
ODG
58
O'Dell Group
Ohio
$36.1M -$298K -4,862 -0.8%
NA
59
NewEdge Advisors
Louisiana
$36.1M +$4.63M +75,413 +15%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$36.1M -$1.68M -27,354 -4%
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$34.5M +$1.97M +32,189 +6%
JWCA
62
J.W. Cole Advisors
Florida
$34.5M +$3.42M +55,690 +11%
DOA
63
D'Orazio & Associates
Virginia
$34.3M -$1.08M -17,638 -3%
LFS
64
Legacy Financial Strategies
Kansas
$33.3M +$515K +8,420 +2%
Comerica Bank
65
Comerica Bank
Texas
$33.1M -$3.58M -58,424 -10%
VDI
66
Vaughan David Investments
Illinois
$32.4M +$560K +9,136 +2%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$32M +$1.5M +24,470 +5%
WFM
68
Wolff Financial Management
Michigan
$31.2M -$90.2K -1,470 -0.3%
XF
69
XML Financial
Maryland
$30.9M +$2.02M +32,908 +7%
WA
70
Waverly Advisors
Alabama
$30.1M +$18.7M +304,484 +163%
SCI
71
Silver Coast Investments
United States
$29.3M -$3.23M -52,712 -10%
DI
72
DAGCO Inc
Ohio
$28.5M +$5.24M +85,350 +23%
AWS
73
Atria Wealth Solutions
New York
$26.1M -$1.77M -28,788 -6%
AWM
74
Altus Wealth Management
Kentucky
$25.9M +$625K +10,193 +2%
PWM
75
Provident Wealth Management
Tennessee
$25.2M +$1.29M +21,027 +5%
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