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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 %
WANY
401
Wealthspire Advisors (New York)
New York
$2.05M +$30.8K +498 +2%
WA
402
Westfuller Advisors
New York
$2.05M -$139K -2,252 -6%
Neuberger Berman Group
403
Neuberger Berman Group
New York
$2.04M -$50.4K -815 -2%
TCM
404
TD Capital Management
Tennessee
$2.04M -$43.8K -709 -2%
BC
405
Brio Consultants
California
$2M -$311K -5,040 -13%
SWA
406
Sterling Wealth Advisors
Florida
$1.99M +$5.62K +91 +0.3%
AAS
407
Ameritas Advisory Services
Nebraska
$1.99M -$2.12M -34,434 -52%
KWA
408
Kingswood Wealth Advisors
California
$1.98M -$67.5K -1,093 -3%
CWP
409
Curated Wealth Partners
California
$1.97M -$56.6K -916 -3%
SS
410
Sound Stewardship
Kansas
$1.97M -$5.13K -83 -0.3%
AA
411
Advisory Alpha
Michigan
$1.95M +$2.1K +34 +0.1%
CA
412
CoreCap Advisors
Michigan
$1.93M -$115K -1,867 -6%
SC
413
Scotia Capital
Ontario, Canada
$1.93M -$33.4K -540 -2%
WN
414
Williams & Novak
California
$1.93M -$3.94K -64 -0.2%
SAM
415
Smartleaf Asset Management
Massachusetts
$1.89M +$834K +13,638 +79%
CWM
416
Centurion Wealth Management
Virginia
$1.87M – – –
MCWS
417
McKinley Carter Wealth Services
West Virginia
$1.84M +$148K +2,391 +9%
JWBC
418
John W. Brooker & Co
California
$1.83M +$6.67K +108 +0.4%
Q1WB
419
Quest 10 Wealth Builders
Virginia
$1.81M +$38.9K +620 +2%
MCM
420
MidAtlantic Capital Management
Virginia
$1.81M +$33.3K +539 +2%
PRTG
421
Post Resch Tallon Group
New York
$1.79M +$185K +3,020 +12%
DWM
422
Drive Wealth Management
Utah
$1.79M -$36.2K -586 -2%
CV
423
Counterweight Ventures
North Carolina
$1.79M +$124K +2,003 +7%
RA
424
Rodgers & Associates
Pennsylvania
$1.78M -$19.8K -320 -1%
SWM
425
Spire Wealth Management
Virginia
$1.78M +$95.5K +1,545 +6%
15 16
17
18 19