DGRO icon

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 %
IA
376
Insight Advisors
Pennsylvania
$2.33M -$10.7K -173 -0.5%
MMPW
377
Mitchell McLeod Pugh & Williams
Alabama
$2.32M – – –
GF
378
Gries Financial
Ohio
$2.31M +$394K +6,371 +20%
EWM
379
Endowment Wealth Management
Wisconsin
$2.26M +$209K +3,390 +10%
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$2.25M -$7.11K -115 -0.3%
PCIA
381
Prime Capital Investment Advisors
Kansas
$2.25M +$340K +5,503 +18%
NSB
382
Norway Savings Bank
Maine
$2.25M +$518K +8,391 +30%
PCA
383
Prosperity Capital Advisors
Ohio
$2.24M +$304K +4,930 +16%
GCM
384
Gallacher Capital Management
Colorado
$2.24M +$32.7K +530 +1%
TVAMP
385
Tennessee Valley Asset Management Partners
Tennessee
$2.23M +$169K +2,735 +8%
Pathstone Holdings
386
Pathstone Holdings
New Jersey
$2.21M +$242K +3,918 +12%
BMCM
387
Bryn Mawr Capital Management
Pennsylvania
$2.21M +$156K +2,523 +8%
WWA
388
WCG Wealth Advisors
Nevada
$2.19M -$288K -4,668 -12%
SEP
389
Southland Equity Partners
Missouri
$2.19M -$9.08K -147 -0.4%
PIA
390
Perennial Investment Advisors
California
$2.19M +$443K +7,166 +25%
O3W
391
Omni 360 Wealth
New Jersey
$2.19M +$24.1K +390 +1%
CIA
392
Concurrent Investment Advisors
Florida
$2.18M -$38.1K -616 -2%
SIC
393
Sterling Investment Counsel
New York
$2.18M +$1.81M +29,357 +497%
SFG
394
SevenBridge Financial Group
Pennsylvania
$2.16M +$2.16M +34,902 New
HAC
395
Harbor Advisory Corp
New Hampshire
$2.14M – – –
FI
396
Financial Insights
Washington
$2.14M -$61.4K -994 -3%
B
397
Bailard
California
$2.1M -$21.6K -350 -1%
Corient Private Wealth
398
Corient Private Wealth
Florida
$2.09M -$16.6K -269 -0.8%
Vanguard Group
399
Vanguard Group
Pennsylvania
$2.07M +$36.5K +590 +2%
OCM
400
Objective Capital Management
Ohio
$2.06M +$7.17K +116 +0.3%
14 15
16
17 18