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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,138 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, 516 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+29
Holders Change %
+2.61%
% of All Funds
15.26%
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
516
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 %
NSB
351
Norway Savings Bank
Maine
$2.81M +$484K +7,574 +21%
1WA
352
180 Wealth Advisors
Washington
$2.8M -$577K -9,028 -17%
WWM
353
Western Wealth Management
Colorado
$2.77M -$22.6K -353 -0.8%
FWA
354
FSC Wealth Advisors
New York
$2.76M – – –
CCWA
355
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M +$1.24M +19,376 +83%
EWM
356
Echo Wealth Management
Minnesota
$2.73M +$4.28K +67 +0.2%
MWS
357
MFA Wealth Services
California
$2.69M +$54.9K +858 +2%
SPC
358
Spirepoint Private Client
Florida
$2.63M +$33.5K +524 +1%
Corient Private Wealth
359
Corient Private Wealth
Florida
$2.63M +$461K +7,206 +21%
BPA
360
Beacon Pointe Advisors
California
$2.63M -$753K -11,772 -22%
PIA
361
Perennial Investment Advisors
California
$2.61M +$343K +5,360 +15%
AC
362
AlphaCore Capital
California
$2.61M -$23.3K -365 -0.9%
AWP
363
Accretive Wealth Partners
New Jersey
$2.59M +$1.39M +21,699 +115%
WAG
364
Winthrop Advisory Group
Massachusetts
$2.57M +$2.57M +40,208 New
LWL
365
Leo Wealth LLC
Texas
$2.57M +$2.36M +36,948 +1,135%
MWM
366
Mission Wealth Management
California
$2.57M +$1.88M +29,421 +275%
HBW
367
Hazlett, Burt & Watson
West Virginia
$2.56M -$132K -2,066 -5%
SFG
368
SevenBridge Financial Group
Pennsylvania
$2.54M +$246K +3,741 +11%
KIA
369
KCM Investment Advisors
California
$2.53M -$104K -1,625 -4%
GA
370
GSG Advisors
New Jersey
$2.52M -$42.4K -663 -2%
EWM
371
Endowment Wealth Management
Wisconsin
$2.51M +$172K +2,687 +7%
4WM
372
4J Wealth Management
Virginia
$2.48M -$36.6K -573 -1%
SWP
373
Summit Wealth Partners
Florida
$2.46M +$644K +10,065 +35%
BF
374
Bonfire Financial
Colorado
$2.46M +$2.24K +35 +0.1%
JC
375
JB Capital
Connecticut
$2.44M -$173K -2,713 -7%
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