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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 %
AIA
301
AssuredPartners Investment Advisors
Florida
$4.13M +$137K +2,212 +3%
GWANC
302
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.02M -$23.3K -377 -0.6%
LBC
303
Leigh Baldwin & Co
New York
$3.97M +$930K +15,060 +31%
BBWP
304
Beacon Bridge Wealth Partners
Pennsylvania
$3.95M +$12.2K +198 +0.3%
FLI
305
Family Legacy Inc
South Carolina
$3.87M -$413K -6,683 -10%
FAIM
306
Financial Advocates Investment Management
Washington
$3.78M +$84.1K +1,354 +2%
GI
307
GAMMA Investing
California
$3.75M +$259K +4,186 +7%
FA
308
Fermata Advisors
California
$3.7M -$156K -2,528 -4%
IWM
309
IHT Wealth Management
Illinois
$3.7M -$263K -4,262 -7%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$3.69M +$220K +3,559 +6%
MSA
311
Marino Stram & Associates
Massachusetts
$3.69M -$632K -10,224 -15%
BWA
312
Beam Wealth Advisors
Louisiana
$3.58M -$524K -8,487 -13%
WIA
313
World Investment Advisors
California
$3.56M +$183K +2,968 +5%
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$3.5M -$85.6K -1,386 -2%
FP
315
Financial Perspectives
Minnesota
$3.45M +$262K +4,247 +8%
FFA
316
First Foundation Advisors
California
$3.43M +$99.7K +1,613 +3%
SIC
317
Samalin Investment Counsel
New York
$3.41M +$443K +7,176 +15%
IA
318
IFP Advisors
Florida
$3.41M -$118K -1,909 -3%
MI
319
Moneywise Inc
Virginia
$3.29M +$128K +2,078 +4%
BPA
320
Beacon Pointe Advisors
California
$3.26M -$556K -9,007 -15%
1WA
321
180 Wealth Advisors
Washington
$3.26M -$278K -4,515 -8%
KFGK
322
Keystone Financial Group (Kentucky)
Kentucky
$3.25M -$155K -2,513 -5%
MYIA
323
Mount Yale Investment Advisors
Colorado
$3.25M -$1.18M -19,139 -27%
GPA
324
Guidance Point Advisors
Massachusetts
$3.24M +$15.9K +258 +0.5%
CPIG
325
Chicago Partners Investment Group
Illinois
$3.22M +$1.39M +23,066 +76%
11 12
13
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