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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,136 hedge funds and large institutions have $17.7B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 515 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+28
Holders Change %
+2.53%
% of All Funds
15.24%
Holding in Top 10
105
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.08%
% of All Funds
1.41%
New
110
Increased
515
Reduced
341
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$865M
2
LPL Financial
LPL Financial
California
$1.13B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$470M
4
Ameriprise
Ameriprise
Minnesota
$505M
5
HighTower Advisors
HighTower Advisors
Illinois
$274M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$850M
2
BlackRock
BlackRock
New York
$176M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$340M
4
DFG
Demars Financial Group
Washington
$442K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
226
Valmark Advisers
Ohio
$7.24M +$370K +5,788 +5%
LWA
227
Lineweaver Wealth Advisors
Ohio
$7.19M +$3.65K +57 +0.1%
DADC
228
D.A. Davidson & Co
Montana
$7.18M -$373K -5,826 -5%
AIM
229
Alhambra Investment Management
Florida
$7.1M +$1.15K +18 +0%
SFPG
230
Stonebridge Financial Planning Group
Florida
$7.03M +$249K +3,890 +4%
SWA
231
Stratos Wealth Advisors
Ohio
$7.01M -$96K -1,502 -1%
HFRG
232
Houlihan Financial Resource Group
Virginia
$6.88M -$68.1K -1,059 -1%
JWWM
233
Johnson & White Wealth Management
Pennsylvania
$6.84M +$489K +7,650 +8%
IIC
234
Integrated Investment Consultants
Michigan
$6.83M +$987K +15,435 +17%
CWM
235
Connecticut Wealth Management
Connecticut
$6.79M -$79.8K -1,248 -1%
FA
236
Fiduciary Alliance
South Carolina
$6.72M +$6.72M +105,157 New
QCIG
237
Quad-Cities Investment Group
Iowa
$6.69M +$192K +2,995 +3%
AWMG
238
ADG Wealth Management Group
Louisiana
$6.68M -$278K -4,342 -4%
HC
239
Hoese & Co
Minnesota
$6.64M +$87.1K +1,362 +1%
HSWM
240
Hubbell Strickland Wealth Management
Louisiana
$6.63M +$546K +8,542 +9%
LP
241
LGL Partners
Pennsylvania
$6.59M -$11.9K -184 -0.2%
WA
242
WBH Advisory
Maryland
$6.59M +$4.09M +64,034 +164%
AGP
243
Autumn Glory Partners
Texas
$6.55M -$292K -4,564 -4%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$6.48M +$937K +14,661 +17%
GL
245
Graypoint LLC
New York
$6.47M +$196K +3,067 +3%
PFA
246
Professional Financial Advisors
Nebraska
$6.4M +$271K +4,243 +4%
MOS
247
MGO One Seven
Ohio
$6.35M +$674K +10,548 +12%
PCM
248
Parsons Capital Management
Rhode Island
$6.2M +$251K +3,927 +4%
EWA
249
EP Wealth Advisors
California
$6.16M -$936K -14,639 -13%
SC
250
SouthState Corp
Florida
$6.13M +$1.83M +28,601 +42%
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