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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
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 %
DAS
126
Dynamic Advisor Solutions
Arizona
$14.3M -$133K -2,171 -0.9%
P
127
&Partners
Tennessee
$14.2M +$555K +9,050 +4%
IWC
128
Integrated Wealth Concepts
Massachusetts
$14.2M +$1.34M +21,911 +10%
HWM
129
HB Wealth Management
Georgia
$14.1M -$6.93K -113 -0%
PP
130
PFS Partners
New Jersey
$14.1M -$56K -913 -0.4%
RWP
131
Ridgecrest Wealth Partners
California
$14M -$2.09K -34 -0%
Creative Planning
132
Creative Planning
Kansas
$13.9M +$2.37M +38,593 +20%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$13.8M -$11.9M -194,145 -46%
CAL
134
Capital Analysts LLC
Pennsylvania
$13.8M +$56.7K +924 +0.4%
JWM
135
Jackson Wealth Management
Florida
$13.5M +$353K +5,760 +3%
MA
136
Mutual Advisors
Nebraska
$13M -$1.63M -26,126 -11%
SC
137
Savant Capital
Illinois
$12.9M -$1.81M -29,437 -12%
AssetMark Inc
138
AssetMark Inc
California
$12.9M +$1.6M +26,070 +14%
PAG
139
Powers Advisory Group
Illinois
$12.8M +$205K +3,344 +2%
CAMV
140
Concord Asset Management (Virginia)
Virginia
$12.8M +$572K +9,333 +5%
PJWM
141
Philip James Wealth Mangement
Georgia
$12.6M +$219K +3,567 +2%
BTWM
142
Brass Tax Wealth Management
Ohio
$12.6M +$1.51M +24,682 +14%
TWA
143
Tandem Wealth Advisors
Arizona
$12.5M -$420K -6,850 -3%
IA
144
IFS Advisors
Kansas
$12.5M -$4.11K -67 -0%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$12.5M +$2.03M +33,144 +19%
PGAM
146
Princeton Global Asset Management
New Jersey
$12.4M +$1.23M +20,092 +11%
HCP
147
Holt Capital Partners
Texas
$12.3M +$192K +3,125 +2%
JAG
148
Journey Advisory Group
Kentucky
$12.2M – – –
AF
149
Apexium Financial
Texas
$12M -$49.9K -813 -0.4%
CFP
150
Cypress Financial Planning
New Jersey
$11.9M -$107K -1,747 -0.9%
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6
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