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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 %
PA
326
Prism Advisors
California
$3.21M -$199K -3,215 -6%
IA
327
Intellus Advisors
Florida
$3.2M +$60.2K +975 +2%
RMC
328
Ring Mountain Capital
California
$3.18M +$44K +713 +1%
BFA
329
Beacon Financial Advisory
Ohio
$3.16M +$929K +15,035 +42%
RWM
330
Riverbend Wealth Management
South Carolina
$3.16M -$147K -2,375 -4%
FWM
331
Forza Wealth Management
Florida
$3.16M -$55.6K -900 -2%
MWPCG
332
Measured Wealth Private Client Group
New Hampshire
$3.16M – – –
MWM
333
MBE Wealth Management
Wisconsin
$3.15M -$92.1K -1,491 -3%
HR
334
Howe & Rusling
New York
$3.15M +$164K +2,652 +5%
Brown Advisory
335
Brown Advisory
Maryland
$3.14M +$266K +4,309 +9%
MAMG
336
Milestone Asset Management Group
Connecticut
$3.03M +$35.3K +571 +1%
WCG
337
Weaver Consulting Group
California
$3M -$84.7K -1,371 -3%
AWM
338
AE Wealth Management
Kansas
$2.97M -$780K -12,630 -21%
FHA
339
Flagship Harbor Advisors
Massachusetts
$2.96M +$1.79K +29 +0.1%
VCA
340
Verdence Capital Advisors
Maryland
$2.93M +$420K +6,795 +17%
RSS
341
Rosenblum Silverman Sutton
California
$2.91M -$13.3K -215 -0.5%
BEI
342
Benjamin Edwards Inc
Missouri
$2.9M +$106K +1,711 +4%
HIA
343
Harbor Investment Advisory
Maryland
$2.87M -$7.97K -129 -0.3%
RA
344
RFG Advisory
Alabama
$2.85M -$44.9K -726 -2%
TPWM
345
Twelve Points Wealth Management
Massachusetts
$2.84M -$420K -6,801 -13%
HAS
346
HBW Advisory Services
California
$2.83M +$160K +2,593 +6%
CFD
347
Creative Financial Designs
Indiana
$2.82M +$300K +4,857 +12%
GFG
348
Goldstone Financial Group
Illinois
$2.78M -$63.6K -1,030 -2%
CWM
349
Centricity Wealth Management
Ohio
$2.77M +$477K +7,718 +21%
OAM
350
Oak Asset Management
California
$2.75M -$2.16K -35 -0.1%
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