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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 %
LWA
176
LifeGoal Wealth Advisors
New York
$10.4M +$10.4M +168,886 New
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$10.3M +$578K +9,420 +6%
WP
178
WealthShield Partners
North Carolina
$10.3M -$2.72M -44,420 -21%
PPWP
179
Premier Path Wealth Partners
New Jersey
$10.1M +$353K +5,759 +4%
CWM
180
Cornerstone Wealth Management
Missouri
$10M +$29K +473 +0.3%
KAM
181
Knightsbridge Asset Management
California
$9.94M +$385K +6,269 +4%
AWM
182
Accel Wealth Management
Iowa
$9.94M +$240K +3,916 +2%
FAM
183
Forte Asset Management
New York
$9.93M +$9.51K +155 +0.1%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$9.76M +$136K +2,210 +1%
FIM
185
Freedom Investment Management
Connecticut
$9.68M -$178K -2,908 -2%
OIA
186
OneDigital Investment Advisors
Kansas
$9.47M -$422K -6,875 -4%
SWP
187
Sagespring Wealth Partners
Tennessee
$9.39M +$9.39M +153,101 New
PFS
188
Prospera Financial Services
Texas
$9.38M +$23.3K +380 +0.2%
BWS
189
Buck Wealth Strategies
Colorado
$9.33M +$3.28M +53,551 +54%
SWA
190
Stratos Wealth Advisors
Ohio
$9.32M -$6.52M -106,243 -41%
CT
191
Colonial Trust
South Carolina
$9.29M +$298K +4,860 +3%
FF
192
Fairway Financial
Florida
$9.19M +$9.19M +149,842 New
FIA
193
Foundations Investment Advisors
Arizona
$9.15M +$298K +4,861 +3%
SFP
194
Shepherd Financial Partners
Massachusetts
$9.04M -$157K -2,565 -2%
KWM
195
Kingsview Wealth Management
Oregon
$9M +$470K +7,663 +6%
EFS
196
Essex Financial Services
Connecticut
$8.93M +$410K +6,681 +5%
MPW
197
Monterey Private Wealth
California
$8.86M -$449K -7,318 -5%
GRP
198
Global Retirement Partners
California
$8.76M +$702K +11,450 +9%
BAAM
199
Baker Avenue Asset Management
California
$8.74M +$299K +4,882 +4%
GIA
200
Gladstone Institutional Advisory
Florida
$8.74M +$29.9K +488 +0.3%
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