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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 %
LFA
151
Legacy Financial Advisors
Kentucky
$11.9M -$273K -4,452 -2%
BFA
152
Beaumont Financial Advisors
Massachusetts
$11.7M +$377K +6,144 +3%
TFS
153
Thoroughbred Financial Services
Tennessee
$11.5M -$123K -1,998 -1%
MWM
154
Meridian Wealth Management
Kentucky
$11.4M +$159K +2,596 +1%
VCP
155
Verus Capital Partners
Arizona
$11.4M +$257K +4,188 +2%
AA
156
Argent Advisors
Louisiana
$11.3M +$465K +7,579 +4%
EWA
157
EverSource Wealth Advisors
Alabama
$11.3M +$281K +4,583 +3%
OS
158
Objectivity Squared
South Carolina
$11.2M +$131K +2,173 +1%
FA
159
FC Advisory
Pennsylvania
$11.1M +$159K +2,600 +1%
PA
160
PSI Advisors
Florida
$11.1M -$423K -6,892 -4%
GFA
161
Gallagher Fiduciary Advisors
Illinois
$11M -$1.27M -20,658 -10%
FHA
162
First Horizon Advisors
Tennessee
$11M +$313K +5,105 +3%
AF
163
Allworth Financial
California
$10.9M -$181K -2,882 -2%
DI
164
DDFG Inc
California
$10.9M +$677K +11,036 +7%
SWP
165
Strategic Wealth Partners
Ohio
$10.9M -$757K -11,821 -7%
SWA
166
SOA Wealth Advisors
New York
$10.9M -$324K -5,283 -3%
SIM
167
Stratos Investment Management
Ohio
$10.6M +$3.9M +63,618 +58%
FFP
168
FourThought Financial Partners
Florida
$10.6M +$2.68M +43,740 +34%
KPWS
169
Kestra Private Wealth Services
Texas
$10.6M -$1.02M -16,693 -9%
SVWAG
170
Sound View Wealth Advisors Group
Georgia
$10.6M -$128K -2,088 -1%
CIAS
171
Capital Investment Advisory Services
North Carolina
$10.5M -$137K -2,238 -1%
4WM
172
4J Wealth Management
Virginia
$10.5M +$717K +11,695 +7%
MA
173
Modus Advisors
Minnesota
$10.4M +$151K +2,457 +1%
QC
174
Quadrature Capital
United Kingdom
$10.4M +$10.4M +169,785 New
PCM
175
Perritt Capital Management
Illinois
$10.4M +$62.6K +1,021 +0.6%
5 6
7
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