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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,137 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 111 funds opening new positions, 515 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+29
Holders Change %
+2.62%
% of All Funds
15.25%
Holding in Top 10
105
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.89%
% of All Funds
1.41%
New
111
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
+$258M
2
LPL Financial
LPL Financial
California
+$122M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$99M
4
Ameriprise
Ameriprise
Minnesota
+$69M
5
HighTower Advisors
HighTower Advisors
Illinois
+$64.2M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$229M
2
BlackRock
BlackRock
New York
-$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$94.1M
4
DFG
Demars Financial Group
Washington
-$26.8M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Congress Wealth Management
Massachusetts
$6.13M +$120K +1,872 +2%
SC
252
Stephens Consulting
Michigan
$6.03M -$464K -7,264 -7%
GLA
253
Good Life Advisors
Pennsylvania
$5.97M +$424K +6,624 +8%
NW
254
NewEdge Wealth
Pennsylvania
$5.9M -$62.6K -966 -1%
FWA
255
Flagship Wealth Advisors
Massachusetts
$5.85M -$283K -4,427 -5%
GWM
256
Geneos Wealth Management
Colorado
$5.8M -$2.89M -45,159 -33%
UCFA
257
United Capital Financial Advisors
Texas
$5.79M -$218K -3,407 -4%
CAG
258
Csenge Advisory Group
Florida
$5.77M -$51.5K -829 -0.9%
SMC
259
Smith, Moore & Co
Missouri
$5.72M -$143K -2,240 -2%
US Bancorp
260
US Bancorp
Minnesota
$5.71M +$73.8K +1,154 +1%
MCCA
261
Mill Creek Capital Advisors
Pennsylvania
$5.7M +$490K +7,662 +9%
PS
262
Principal Securities
Iowa
$5.69M -$953K -14,908 -14%
SSWM
263
Sheets Smith Wealth Management
North Carolina
$5.61M +$284K +4,435 +5%
LFG
264
Larson Financial Group
Missouri
$5.58M +$2.91M +45,516 +109%
CFP
265
Cascade Financial Partners
California
$5.43M +$268K +4,194 +5%
VWA
266
Visionary Wealth Advisors
Illinois
$5.4M +$9.4K +147 +0.2%
William Blair & Company
267
William Blair & Company
Illinois
$5.35M +$411K +6,427 +8%
HI
268
Harbour Investments
Wisconsin
$5.32M +$344K +5,387 +7%
WS
269
Wela Strategies
Georgia
$5.24M -$28.9K -452 -0.5%
CPIA
270
Cornell Pochily Investment Advisors
New York
$5.22M +$232K +3,622 +5%
JWM
271
JPL Wealth Management
Colorado
$5.21M +$70.9K +1,109 +1%
TF
272
TME Financial
California
$5.17M +$586K +9,166 +13%
GB
273
Gunma Bank
Japan
$5.12M +$2.56M +40,000 +100%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$5.03M +$422K +6,602 +9%
LBC
275
Leigh Baldwin & Co
New York
$5.02M +$913K +14,284 +22%
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