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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 %
HI
276
Harbour Investments
Wisconsin
$4.81M +$983K +15,912 +26%
Northern Trust
277
Northern Trust
Illinois
$4.77M -$332K -5,368 -6%
William Blair & Company
278
William Blair & Company
Illinois
$4.77M +$943K +15,259 +25%
TCM
279
Towercrest Capital Management
Pennsylvania
$4.74M -$1.1M -17,797 -19%
PFG
280
Pacific Financial Group
Washington
$4.72M -$128K -2,065 -3%
Cerity Partners
281
Cerity Partners
New York
$4.68M +$366K +5,918 +8%
GVAG
282
Great Valley Advisor Group
Delaware
$4.65M +$157K +2,538 +3%
SFA
283
Sequoia Financial Advisors
Ohio
$4.6M +$4.15M +67,170 +918%
RTL
284
Red Tortoise LLC
Georgia
$4.59M +$19.1K +309 +0.4%
PA
285
Pinnacle Associates
New York
$4.52M +$39K +631 +0.9%
LFAS
286
Level Four Advisory Services
Texas
$4.47M +$1.55M +25,114 +53%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$4.46M +$352K +5,697 +9%
TF
288
TME Financial
California
$4.43M +$4.43M +71,768 New
VCWM
289
Vista Cima Wealth Management
Arizona
$4.37M +$79.7K +1,290 +2%
TP
290
Tranquility Partners
Tennessee
$4.37M +$83K +1,344 +2%
IA
291
Integrity Alliance
Iowa
$4.37M +$4.37M +70,680 New
FFP
292
Forbes Financial Planning
Rhode Island
$4.34M -$3.52K -57 -0.1%
AWA
293
Arete Wealth Advisors
Illinois
$4.34M -$551K -8,921 -11%
IWB
294
Innovative Wealth Building
Maryland
$4.33M -$122K -1,967 -3%
HA
295
Herold Advisors
New York
$4.21M +$186K +3,007 +5%
SWMG
296
Stillwater Wealth Management Group
Florida
$4.18M +$781K +12,637 +23%
LA
297
LexAurum Advisors
Kansas
$4.16M +$162K +2,624 +4%
SC
298
SouthState Corp
Florida
$4.16M +$2.58M +41,701 +163%
STA
299
Smith Thornton Advisors
Alabama
$4.15M +$458K +7,419 +12%
CPC
300
Consolidated Planning Corp
Georgia
$4.13M +$2.88M +46,641 +230%
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