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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 %
CIBC World Market
376
CIBC World Market
Ontario, Canada
$2.44M -$10.8K -169 -0.4%
PCA
377
Prosperity Capital Advisors
Ohio
$2.43M +$105K +1,648 +5%
MCC
378
Money Concepts Capital
Florida
$2.42M -$318K -4,966 -12%
BBHC
379
Brown Brothers Harriman & Co
New York
$2.41M +$1.05M +16,417 +77%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$2.4M – – –
FWM
381
Forza Wealth Management
Florida
$2.38M -$882K -13,795 -27%
CIA
382
Concurrent Investment Advisors
Florida
$2.37M +$110K +1,718 +5%
HH
383
Hilltop Holdings
Texas
$2.35M +$1.1M +17,144 +87%
WWA
384
WCG Wealth Advisors
Nevada
$2.35M +$78.5K +1,228 +3%
CFO
385
CVA Family Office
Colorado
$2.35M +$747K +11,676 +47%
AM
386
Atwater Malick
Pennsylvania
$2.34M +$781K +12,210 +50%
GF
387
Gries Financial
Ohio
$2.33M -$60.6K -948 -3%
CAG
388
Centerpoint Advisory Group
Kansas
$2.32M -$188K -2,943 -8%
RCWM
389
Red Crane Wealth Management
California
$2.31M +$545K +8,527 +31%
Neuberger Berman Group
390
Neuberger Berman Group
New York
$2.3M +$182K +2,848 +9%
O3W
391
Omni 360 Wealth
New Jersey
$2.28M +$18K +282 +0.8%
SEP
392
Southland Equity Partners
Missouri
$2.21M -$61.5K -962 -3%
B
393
Bailard
California
$2.21M +$29.6K +463 +1%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$2.2M -$131K -2,044 -6%
FI
395
Financial Insights
Washington
$2.18M -$28.1K -440 -1%
Vanguard Group
396
Vanguard Group
Pennsylvania
$2.18M +$41.9K +656 +2%
HAC
397
Harbor Advisory Corp
New Hampshire
$2.14M -$72K -1,126 -3%
HAS
398
HBW Advisory Services
California
$2.14M -$793K -12,408 -27%
OCM
399
Objective Capital Management
Ohio
$2.13M +$7.29K +114 +0.3%
SAM
400
Smartleaf Asset Management
Massachusetts
$2.13M +$162K +2,543 +8%
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