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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 %
PFA
251
Professional Financial Advisors
Nebraska
$5.92M +$241K +3,893 +4%
CWM
252
Congress Wealth Management
Massachusetts
$5.81M +$5.52M +89,373 +1,917%
UCFA
253
United Capital Financial Advisors
Texas
$5.81M -$38.6K -625 -0.7%
PCM
254
Parsons Capital Management
Rhode Island
$5.75M +$252K +4,084 +5%
GEA
255
Glen Eagle Advisors
New Jersey
$5.74M -$376K -6,093 -6%
NW
256
NewEdge Wealth
Pennsylvania
$5.68M +$173K +2,802 +3%
SMC
257
Smith, Moore & Co
Missouri
$5.67M +$192K +3,105 +4%
IIC
258
Integrated Investment Consultants
Michigan
$5.65M -$53.9K -873 -0.9%
Thrivent Financial for Lutherans
259
Thrivent Financial for Lutherans
Minnesota
$5.57M -$2.39M -37,277 -30%
MOS
260
MGO One Seven
Ohio
$5.48M +$259K +4,186 +5%
CAG
261
Csenge Advisory Group
Florida
$5.45M +$74.8K +1,284 +1%
US Bancorp
262
US Bancorp
Minnesota
$5.44M -$71.5K -1,158 -1%
GLA
263
Good Life Advisors
Pennsylvania
$5.36M +$1.98M +32,099 +59%
FFS
264
Founders Financial Securities
Maryland
$5.34M +$5.34M +89,499 New
VWA
265
Visionary Wealth Advisors
Illinois
$5.21M +$153K +2,478 +3%
CAMV
266
Concord Asset Management (Virginia)
Virginia
$5.17M -$7.05M -119,872 -58%
SSWM
267
Sheets Smith Wealth Management
North Carolina
$5.14M +$405K +6,552 +9%
WS
268
Wela Strategies
Georgia
$5.09M -$827K -13,389 -14%
RWA
269
Redhawk Wealth Advisors
Minnesota
$5.06M -$114K -1,843 -2%
MCCA
270
Mill Creek Capital Advisors
Pennsylvania
$5.03M -$2.51M -40,631 -33%
SS
271
Sunbelt Securities
Texas
$5M -$33.6K -544 -0.7%
CFP
272
Cascade Financial Partners
California
$4.99M +$98.2K +1,590 +2%
JWM
273
JPL Wealth Management
Colorado
$4.97M +$235K +3,801 +5%
SFC
274
Strategic Financial Concepts
Texas
$4.89M +$1.3M +21,087 +36%
CPIA
275
Cornell Pochily Investment Advisors
New York
$4.82M +$122K +1,980 +3%
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