DGRO icon

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 %
BP
201
BBR Partners
New York
$8.44M +$3.8K +62 +0%
Citigroup
202
Citigroup
New York
$8.43M -$32K -521 -0.4%
TWM
203
TriaGen Wealth Management
California
$8.23M +$117K +1,908 +1%
AWA
204
Arkadios Wealth Advisors
Georgia
$8.2M -$32.8K -534 -0.4%
DIA
205
Davidson Investment Advisors
Montana
$8.08M -$855K -13,942 -10%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$8.02M +$1.11M +18,052 +16%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$7.85M -$1.32M -20,787 -14%
IAN
208
Integrated Advisors Network
Texas
$7.78M +$992K +16,174 +15%
EWA
209
EP Wealth Advisors
California
$7.77M +$2.7M +44,038 +53%
PWA
210
Physician Wealth Advisors
Utah
$7.71M -$35.8K -584 -0.5%
MCCA
211
Mill Creek Capital Advisors
Pennsylvania
$7.49M +$14.5K +237 +0.2%
AWE
212
Avidian Wealth Enterprises
Texas
$7.44M +$54K +881 +0.7%
RFM
213
Royal Fund Management
Florida
$7.35M +$159K +2,583 +2%
BRWA
214
B. Riley Wealth Advisors
Florida
$7.27M -$156K -2,549 -2%
IC
215
IEQ Capital
California
$7.25M +$98.1K +1,599 +1%
DFG
216
Demars Financial Group
Washington
$7.24M +$7.13M +437,160 +6,052%
BCI
217
Brinker Capital Investments
Pennsylvania
$7.2M -$1.39M -22,634 -16%
OPS
218
Orion Portfolio Solutions
Nebraska
$7.2M -$1.39M -22,634 -16%
YWS
219
Yarger Wealth Strategies
Ohio
$7.18M +$239K +3,898 +3%
AGA
220
Arkos Global Advisors
Texas
$7.15M -$30.8K -502 -0.4%
DADC
221
D.A. Davidson & Co
Montana
$7.14M -$4.6K -75 -0.1%
MF
222
Meridian Financial
Massachusetts
$7.08M +$152K +2,481 +2%
EB
223
Eastern Bank
Massachusetts
$7.07M -$71.9K -1,172 -1%
PCG
224
Prosperity Consulting Group
Maryland
$7.06M +$1.15M +18,743 +19%
LWA
225
Lineweaver Wealth Advisors
Ohio
$7.06M +$49.4K +805 +0.7%
7 8
9
10 11