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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 %
CPA
976
Cardiff Park Advisors
California
$155K +$981 +16 +0.6%
MPWT
977
MassMutual Private Wealth & Trust
Connecticut
$148K +$37.5K +611 +34%
DJSG
978
D.J. St. Germain
Massachusetts
$140K – – –
RP
979
Rowlandmiller & Partners
Georgia
$136K -$3.99K -65 -3%
PPWM
980
PFG Private Wealth Management
Florida
$135K -$9.45K -154 -7%
CWM
981
Copia Wealth Management
Oregon
$133K +$133K +2,165 New
PWMG
982
Private Wealth Management Group
New Jersey
$132K +$132K +2,157 New
WA
983
WPG Advisers
Maryland
$129K +$129K +2,100 New
S
984
SignatureFD
Georgia
$126K -$5.95K -97 -5%
PCMC
985
Private Capital Management (Colorado)
Colorado
$125K – – –
HCM
986
Hollencrest Capital Management
California
$124K +$72.6K +1,184 +140%
CWM
987
Cranbrook Wealth Management
Michigan
$121K – – –
LC
988
Lindbrook Capital
California
$120K +$35.4K +577 +42%
FDW
989
Fourth Dimension Wealth
Ohio
$116K +$116K +1,898 New
LDB
990
Lee, Danner & Bass
Tennessee
$113K +$113K +1,850 New
PA
991
Pineridge Advisors
Missouri
$107K +$29.3K +478 +38%
AIC
992
Archer Investment Corporation
Indiana
$106K +$61 +1 +0.1%
CP
993
Castleview Partners
Texas
$103K +$3.97K +65 +4%
HI
994
Hoey Investments
Pennsylvania
$101K +$101K +1,653 New
WFA
995
West Financial Advisors
Iowa
$100K -$5.15K -84 -5%
PSFG
996
Park Square Financial Group
Georgia
$98.4K +$98.4K +1,604 New
MA
997
MCF Advisors
Kentucky
$97.6K +$123 +2 +0.1%
CWC
998
Carolinas Wealth Consulting
North Carolina
$96.6K +$368 +6 +0.4%
EF
999
Empowered Funds
Pennsylvania
$94.2K +$94.2K +1,535 New
NWMP
1000
Noble Wealth Management PBC
Colorado
$90.5K +$90.5K +1,475 New
38 39
40
41 42