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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 %
IWB
301
Innovative Wealth Building
Maryland
$4.18M -$308K -4,820 -7%
HA
302
Herold Advisors
New York
$4.13M -$226K -3,542 -5%
FAIM
303
Financial Advocates Investment Management
Washington
$4.1M +$181K +2,815 +5%
IA
304
Integrity Alliance
Iowa
$4.07M -$445K -6,965 -10%
FLI
305
Family Legacy Inc
South Carolina
$4.05M +$51.2K +800 +1%
SIC
306
Samalin Investment Counsel
New York
$4.04M +$507K +7,925 +14%
FFA
307
First Foundation Advisors
California
$4.01M +$454K +7,103 +13%
BBWP
308
Beacon Bridge Wealth Partners
Pennsylvania
$3.97M -$111K -1,737 -3%
FP
309
Financial Perspectives
Minnesota
$3.97M +$400K +6,256 +11%
RA
310
RFG Advisory
Alabama
$3.96M +$1.02M +15,886 +34%
GWANC
311
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.96M -$201K -3,149 -5%
RW
312
RVW Wealth
California
$3.94M +$3.71M +58,049 +1,593%
VFPW
313
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.88M +$3.88M +60,669 New
CA
314
Calton & Associates
Florida
$3.8M +$3.48M +54,425 +1,089%
IA
315
IFP Advisors
Florida
$3.72M +$188K +2,933 +5%
MWPCG
316
Measured Wealth Private Client Group
New Hampshire
$3.71M +$442K +6,909 +14%
KBFS
317
Kohmann Bosshard Financial Services
Ohio
$3.62M – – –
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$3.6M +$1.31M +20,488 +57%
BFA
319
Beacon Financial Advisory
Ohio
$3.56M +$289K +4,521 +9%
LWA
320
Lantern Wealth Advisors
New York
$3.55M +$3.55M +55,538 New
CPIG
321
Chicago Partners Investment Group
Illinois
$3.53M +$20.5K +311 +0.6%
HR
322
Howe & Rusling
New York
$3.5M +$242K +3,791 +7%
MYIA
323
Mount Yale Investment Advisors
Colorado
$3.49M +$121K +1,898 +4%
Mirae Asset Global Investments
324
Mirae Asset Global Investments
South Korea
$3.48M -$23.2M -363,563 -87%
FA
325
Fermata Advisors
California
$3.47M -$366K -5,717 -10%
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