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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 %
PP
1101
PrairieView Partners
Minnesota
$2K – – –
SL
1102
Salomon & Ludwin
Virginia
$1.78K – – –
WWM
1103
Wolff Wiese Magana
California
$1.35K – – –
EAM
1104
Eukles Asset Management
Ohio
$1.35K +$613 +10 +83%
BCPWM
1105
Bradley & Co Private Wealth Management
Florida
$1.23K +$1.23K +20 New
CA
1106
Centerpoint Advisors
Massachusetts
$1K – – –
DWM
1107
Dogwood Wealth Management
Kansas
$920 – – –
BOJHT
1108
Bank of Jackson Hole Trust
Wyoming
$491 +$491 +8 New
TRCT
1109
Tower Research Capital (TRC)
New York
$307 +$307 +5 New
NS
1110
NBC Securities
Alabama
$127 -$132K -2,078 -100%
NC
1111
NewSquare Capital
Pennsylvania
$52 – – –
NSLI
1112
Nan Shan Life Insurance
Taiwan
– -$40.2M -641,300 Closed
Prudential Financial
1113
Prudential Financial
New Jersey
– -$6.75M -107,704 Closed
ACM
1114
Absolute Capital Management
Pennsylvania
– -$5.27M -84,140 Closed
FFS
1115
Founders Financial Securities
Maryland
– -$4.66M -74,371 Closed
Renaissance Technologies
1116
Renaissance Technologies
New York
– -$3.49M -55,600 Closed
GS
1117
GTS Securities
New York
– -$2.98M -47,540 Closed
FIM
1118
Fernwood Investment Management
Massachusetts
– -$2.9M -46,257 Closed
AWM
1119
Axxcess Wealth Management
California
– -$2.53M -40,414 Closed
TFA
1120
Tranquilli Financial Advisor
New Jersey
– -$2.47M -39,465 Closed
AWM
1121
Accurate Wealth Management
Florida
– -$2.28M -35,893 Closed
Tudor Investment Corp
1122
Tudor Investment Corp
Connecticut
– -$2.15M -34,291 Closed
AWMS
1123
Advocacy Wealth Management Services
Georgia
– -$1.39M -22,135 Closed
AFP
1124
Alpha Financial Partners
Kentucky
– -$1.15M -18,373 Closed
TF
1125
Trek Financial
Arizona
– -$927K -14,785 Closed
43 44
45
46 47