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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.

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
1
Wealthfront Advisers
California
$1.06B
2
LPL Financial
2
LPL Financial
California
$905M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$259M
4
Wells Fargo
4
Wells Fargo
California
$380M
5
Mariner
5
Mariner
Kansas
$187M

Top Sellers

1
BlackRock
1
BlackRock
New York
$331M
2
HI
2
Horizon Investments
North Carolina
$6.56K
3
KAS
3
Kestra Advisory Services
Texas
$18.9M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$57.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$654M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$18.7M +$415K +6,767 +2%
GF
102
Gimbal Financial
Indiana
$17.7M -$8.27M -134,783 -32%
CFO
103
Custos Family Office
Texas
$17.4M +$932K +15,199 +6%
KOMWMG
104
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$17.2M +$369K +6,018 +2%
JWM
105
JGP Wealth Management
Oregon
$17.2M +$419K +6,828 +3%
CAL
106
Capital Advisors Ltd
Ohio
$16.9M +$199K +3,251 +1%
WP
107
WealthPLAN Partners
Nebraska
$16.8M -$2.16M -35,272 -11%
PAS
108
Park Avenue Securities
New York
$16.8M -$673K -10,969 -4%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$16.6M -$18.8M -307,020 -53%
TGAM
110
TBH Global Asset Management
Tennessee
$16.5M -$2.59M -42,230 -14%
FDP
111
Financiere des Professionnels
Quebec, Canada
$16.5M +$736K +12,000 +5%
ES
112
Eagle Strategies
New York
$16.5M +$717K +11,693 +5%
WDL
113
Well Done LLC
Michigan
$16.4M – – –
MCB
114
Morton Community Bank
Illinois
$16.3M +$349K +5,694 +2%
DC
115
Davenport & Co
Virginia
$16.2M +$463K +7,550 +3%
MCM
116
MAI Capital Management
Ohio
$16.1M +$235K +3,827 +1%
LCAM
117
London & Capital Asset Management
United Kingdom
$16M – – –
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$16M -$528K -8,613 -3%
RWA
119
Rooted Wealth Advisors
Illinois
$15.7M +$128K +2,084 +0.8%
SCA
120
Scott Capital Advisors
Oregon
$15.5M +$776K +12,742 +5%
FA
121
Flagstar Advisors
New York
$15.3M -$31.8K -519 -0.2%
CPSAC
122
Chas P. Smith & Associates (CPS)
Florida
$15.2M +$1.04M +16,956 +7%
CA
123
Crumly & Associates
Illinois
$15.2M +$328K +5,350 +2%
CWP
124
Concord Wealth Partners
Virginia
$14.8M -$514K -8,378 -3%
CTA
125
Colonial Trust Advisors
South Carolina
$14.5M +$897K +14,617 +7%
3 4
5
6 7