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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 %
GG
1001
Gleason Group
Kentucky
$89.3K +$552 +9 +0.6%
SMAM
1002
Sugar Maple Asset Management
Wisconsin
$85.9K +$85.9K +1,400 New
OHWP
1003
Oak Harbor Wealth Partners
North Carolina
$84.6K – – –
GWP
1004
Gen-Wealth Partners
Michigan
$81.1K +$6.44K +105 +9%
VCM
1005
Versant Capital Management
Arizona
$77.4K +$430 +7 +0.6%
FWP
1006
FAS Wealth Partners
Kansas
$75.5K +$13.1K +213 +21%
JGIA
1007
Jackson Grant Investment Advisers
Connecticut
$75.4K – – –
TAM
1008
Tucker Asset Management
Colorado
$73.9K +$10.9K +177 +17%
RI
1009
Ridgewood Investments
New Jersey
$72.5K – – –
WT
1010
Washington Trust
Rhode Island
$71.1K – – –
GJIA
1011
Glass Jacobson Investment Advisors
Maryland
$70.9K +$3.5K +57 +5%
NP
1012
NorthRock Partners
Minnesota
$70.2K -$179K -2,918 -72%
BF
1013
BOK Financial
Oklahoma
$68.6K -$49.7K -822 -42%
HWA
1014
Heritage Wealth Advisors
Virginia
$67.7K -$11.3K -185 -14%
MSWM
1015
Mowery & Schoenfeld Wealth Management
Illinois
$66.6K -$92.1K -1,502 -58%
QC
1016
Quent Capital
New York
$62.1K +$736 +12 +1%
BTI
1017
Blue Trust Inc
Georgia
$61K -$332K -5,407 -84%
WI
1018
Wintrust Investments
Illinois
$61K +$6.11K +101 +11%
BL
1019
BFSG LLC
California
$59.7K – – –
WT
1020
Whittier Trust
California
$59.4K +$18.6K +304 +46%
MWM
1021
MGB Wealth Management
Texas
$57.2K +$27.5K +448 +92%
HWM
1022
Hemington Wealth Management
Virginia
$56K – – –
HNB
1023
Hilltop National Bank
Wyoming
$55.5K – – –
MBFW
1024
Morton Brown Family Wealth
Pennsylvania
$55.1K – – –
MHR
1025
Matthew Hamilton Rosenberg
$55K – – –
39 40
41
42 43