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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 %
PFA
1076
Pathway Financial Advisers
Indiana
$11.8K +$11.8K +193 New
BIA
1077
Bell Investment Advisors
California
$11.8K – – –
CAWM
1078
Capital A Wealth Management
Pennsylvania
$11.1K +$11.1K +181 New
POIA
1079
Pin Oak Investment Advisors
Texas
$11K – – –
PPA
1080
Painted Porch Advisors
California
$10.7K +$5.77K +94 +116%
VWM
1081
Venturi Wealth Management
Texas
$10.7K – – –
CMA
1082
Cedar Mountain Advisors
Oregon
$10.4K +$10.4K +170 New
AWM
1083
Abound Wealth Management
Tennessee
$10.2K -$228K -3,717 -96%
CB
1084
CNB Bank
Pennsylvania
$9.2K – – –
SAM
1085
Synergy Asset Management
Washington
$8.9K +$8.9K +142 New
T
1086
Transce3nd
Texas
$8.47K +$8.47K +138 New
CAM
1087
Costello Asset Management
Pennsylvania
$8.22K +$2.15K +35 +35%
SIS
1088
Sound Income Strategies
Florida
$7.49K +$61 +1 +0.8%
WWP
1089
WR Wealth Planners
Missouri
$7.36K – – –
HI
1090
Horizon Investments
North Carolina
$6.56K -$167M -2,728,143 -100%
RIA
1091
Realta Investment Advisors
Delaware
$6.23K – – –
BTD
1092
BankPlus Trust Department
Mississippi
$5.77K +$5.77K +94 New
PPC
1093
Park Place Capital
Alabama
$5.58K -$13.4K -218 -71%
IHWM
1094
Iron Horse Wealth Management
Iowa
$5.34K – – –
IMC
1095
Investment Management Corporation
Virginia
$4.79K +$4.79K +78 New
MA
1096
Montag & Associates
Georgia
$3.74K -$59.5K -970 -94%
MFS
1097
Mattson Financial Services
Michigan
$3.57K +$3.57K +57 New
KIG
1098
Kessler Investment Group
Indiana
$3.25K – – –
IWM
1099
IMG Wealth Management
Florida
$2.34K +$2.34K +38 New
FMP
1100
Financial Management Professionals
Texas
$2.27K -$4.6K -75 -67%
42 43
44
45 46