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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,109 hedge funds and large institutions have $18.7B invested in iShares Core Dividend Growth ETF in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 473 increasing their positions, 386 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
15.06%
Holding in Top 10
114
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.79%
% of All Funds
1.55%
New
79
Increased
473
Reduced
386
Closed
59
Calls
$2.91M
Puts
$3.83M
Net Calls
-$927K
Net Calls Change
-$1.82M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$98.6M
2
LPL Financial
LPL Financial
California
+$58.2M
3
HI
Horizon Investments
North Carolina
+$31.3M
4
FWM
FFT Wealth Management
Pennsylvania
+$14.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.2M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$82.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.9M
4
BWL
Bogart Wealth LLC
Virginia
-$51.6M
5
AT
American Trust
Kentucky
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICC
226
Capital Investment Counsel (Colorado)
Colorado
$6.78M -$136K -2,195 -2%
SEM
227
Strategic Equity Management
Arizona
$6.74M +$253K +4,091 +4%
AWMG
228
ADG Wealth Management Group
Louisiana
$6.73M -$149K -2,408 -2%
TWA
229
Talisman Wealth Advisors
New Jersey
$6.69M +$479K +7,753 +8%
HFRG
230
Houlihan Financial Resource Group
Virginia
$6.68M -$248K -4,019 -4%
VA
231
Valmark Advisers
Ohio
$6.64M +$942K +15,243 +17%
CWM
232
Connecticut Wealth Management
Connecticut
$6.64M -$18.6K -301 -0.3%
HAG
233
HF Advisory Group
Maryland
$6.63M +$414K +6,708 +7%
AGP
234
Autumn Glory Partners
Texas
$6.61M +$4.88K +79 +0.1%
RSWM
235
Robertson Stephens Wealth Management
California
$6.6M -$186K -3,003 -3%
CBT
236
Crews Bank & Trust
Florida
$6.6M +$619K +10,020 +10%
FNC
237
First National Corp
Massachusetts
$6.58M +$215K +3,487 +3%
SFPG
238
Stonebridge Financial Planning Group
Florida
$6.56M +$291K +4,717 +5%
EL
239
EQ LLC
Washington
$6.45M -$498K -8,068 -7%
PS
240
Principal Securities
Iowa
$6.37M +$223K +3,642 +4%
HC
241
Hoese & Co
Minnesota
$6.33M +$163K +2,640 +3%
LP
242
LGL Partners
Pennsylvania
$6.3M -$12.8M -207,994 -67%
QCIG
243
Quad-Cities Investment Group
Iowa
$6.28M +$497K +8,043 +9%
SC
244
Stephens Consulting
Michigan
$6.28M +$173K +2,795 +3%
HSWM
245
Hubbell Strickland Wealth Management
Louisiana
$6.17M +$119K +1,839 +2%
JWWM
246
Johnson & White Wealth Management
Pennsylvania
$6.14M +$575K +9,310 +10%
MFG
247
Merit Financial Group
Georgia
$6.09M +$7.85K +127 +0.1%
GL
248
Graypoint LLC
New York
$6.06M -$625K -10,116 -9%
ADL
249
Asset Dedication LLC
California
$6.02M -$799K -12,928 -12%
FWA
250
Flagship Wealth Advisors
Massachusetts
$5.93M +$143K +2,319 +2%
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