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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 %
FWM
76
FFT Wealth Management
Pennsylvania
$24.8M +$6.43M +104,867 +35%
FTS
77
Fifth Third Securities
Ohio
$24.8M -$32.9K -537 -0.1%
CIA
78
Compass Ion Advisors
Pennsylvania
$24.2M +$440K +7,170 +2%
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$23.7M +$14.9M +243,893 +171%
SWP
80
Stratos Wealth Partners
Ohio
$23.1M -$172K -2,807 -0.7%
SIAS
81
Summit Investment Advisory Services
Minnesota
$22.6M -$358K -5,831 -2%
AI
82
Atria Investments
North Carolina
$21.8M -$1.19M -19,319 -5%
LGWM
83
Litman Gregory Wealth Management
California
$21.5M +$10.9M +177,097 +102%
MFP
84
Meridian Financial Partners
Virginia
$21.4M +$1.63M +26,627 +8%
CWA
85
Consilio Wealth Advisors
Washington
$21.4M +$303K +4,941 +1%
CP
86
Capital Planning
Washington
$21.4M +$278K +4,525 +1%
RFC
87
Regions Financial Corp
Alabama
$21M +$198K +3,236 +1%
EH
88
Equitable Holdings
New York
$20.9M +$1.46M +23,844 +8%
AWAP
89
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$20.8M +$688K +11,211 +3%
AAS
90
Avantax Advisory Services
Texas
$20.7M +$1.69M +27,487 +9%
RPWA
91
Regent Peak Wealth Advisors
Georgia
$20.5M +$5.9M +96,186 +40%
VC
92
Vicus Capital
Pennsylvania
$20.5M +$273K +4,456 +1%
SMF
93
Sterling Manor Financial
New York
$19.9M -$292K -4,753 -1%
WIM
94
WealthPlan Investment Management
Nebraska
$19.5M +$2.93M +47,843 +18%
TWG
95
The Wealth Group
Minnesota
$19.3M +$273K +4,444 +1%
CL
96
Choreo LLC
Illinois
$19M +$257K +4,184 +1%
LP
97
LGL Partners
Pennsylvania
$19M +$36.6K +597 +0.2%
AFG
98
Allegheny Financial Group
Pennsylvania
$19M +$291K +4,751 +2%
KAS
99
Kestra Advisory Services
Texas
$18.9M -$72.6M -1,183,147 -79%
APWA
100
Atlas Private Wealth Advisors
New Jersey
$18.8M +$2.26M +36,905 +14%
2 3
4
5 6