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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 %
WA
401
Westfuller Advisors
New York
$2.12M – – –
TCM
402
TD Capital Management
Tennessee
$2.12M +$3.52K +55 +0.2%
AWM
403
AE Wealth Management
Kansas
$2.11M -$965K -15,097 -31%
AA
404
Advisory Alpha
Michigan
$2.11M +$88.2K +1,379 +4%
BWA
405
Beam Wealth Advisors
Louisiana
$2.1M -$1.6M -25,008 -43%
DWM
406
Drive Wealth Management
Utah
$2.1M +$243K +3,799 +13%
WANY
407
Wealthspire Advisors (New York)
New York
$2.09M -$35.7K -559 -2%
CWP
408
Curated Wealth Partners
California
$2.04M – – –
SS
409
Sound Stewardship
Kansas
$2.04M +$3.65K +57 +0.2%
CV
410
Counterweight Ventures
North Carolina
$2.04M +$179K +2,804 +10%
SFG
411
Sowa Financial Group
Rhode Island
$2.03M +$322K +5,033 +19%
MFG
412
Magnus Financial Group
New York
$2.02M +$1.13M +17,661 +127%
SWA
413
Sterling Wealth Advisors
Florida
$2M -$83.7K -1,291 -4%
CA
414
CoreCap Advisors
Michigan
$1.99M -$8.06K -126 -0.4%
PRTG
415
Post Resch Tallon Group
New York
$1.94M +$65.2K +1,020 +3%
MCM
416
MidAtlantic Capital Management
Virginia
$1.93M +$55.8K +872 +3%
WN
417
Williams & Novak
California
$1.93M -$71.9K -1,125 -4%
CWM
418
Centurion Wealth Management
Virginia
$1.92M -$20.5K -321 -1%
SC
419
Scotia Capital
Ontario, Canada
$1.92M -$77.6K -1,213 -4%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$1.91M +$11.5K +180 +0.6%
GC
421
Grimes & Company
Massachusetts
$1.85M +$601K +9,394 +48%
RA
422
Rodgers & Associates
Pennsylvania
$1.85M +$1.73K +27 +0.1%
AFG
423
Atomi Financial Group
New York
$1.84M +$3.13K +49 +0.2%
NCM
424
Northside Capital Management
Oregon
$1.84M – – –
RA
425
Ruggaard & Associates
Ohio
$1.82M +$512K +8,001 +39%
15 16
17
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