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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 %
SL
1126
Sentinus LLC
Illinois
– -$881K -14,052 Closed
SCM
1127
Sterling Capital Management
North Carolina
– -$719K -11,467 Closed
NCFG
1128
New Century Financial Group
New Jersey
– -$678K -10,813 Closed
CCM
1129
Cox Capital Management
Massachusetts
– -$567K -9,052 Closed
CGFA
1130
Colton Groome Financial Advisors
North Carolina
– -$519K -8,276 Closed
CBT
1131
Central Bank & Trust
Kentucky
– -$489K -7,795 Closed
HGERS
1132
Householder Group Estate & Retirement Specialist
Arizona
– -$457K -7,292 Closed
CIS
1133
Continental Investors Services
Washington
– -$414K -6,629 Closed
OL
1134
Owen LaRue
Kentucky
– -$387K -6,180 Closed
RSA
1135
River Street Advisors
Illinois
– -$368K -5,863 Closed
EP
1136
Edgestream Partners
New Jersey
– -$298K -4,756 Closed
HWP
1137
Hibernia Wealth Partners
Louisiana
– -$284K -4,526 Closed
PWP
1138
Perfromance Wealth Partners
Illinois
– -$267K -4,265 Closed
SGI
1139
Summit Global Investments
Utah
– -$251K -4,004 Closed
VF
1140
Virtu Financial
New York
– -$251K -4,000 Closed
Millennium Management
1141
Millennium Management
New York
– -$248K -3,950 Closed
M&T Bank
1142
M&T Bank
New York
– -$244K -3,891 Closed
LWM
1143
LJI Wealth Management
Indiana
– -$231K -3,681 Closed
FI
1144
FWG Investments
Kentucky
– -$218K -3,474 Closed
BFA
1145
Bragg Financial Advisors
North Carolina
– -$216K -3,440 Closed
SF
1146
Safeguard Financial
Wisconsin
– -$212K -3,389 Closed
Fisher Asset Management
1147
Fisher Asset Management
Washington
– -$208K -3,319 Closed
PCM
1148
Pennsylvania Capital Management
Pennsylvania
– -$204K -3,251 Closed
TPA
1149
Trivium Point Advisory
Connecticut
– -$207K -3,239 Closed
PCS
1150
Personal CFO Solutions
New Jersey
– -$202K -3,221 Closed
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