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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 %
FFS
426
Flavin Financial Services
Florida
$1.78M +$260K +4,208 +17%
NCM
427
Northside Capital Management
Oregon
$1.77M – – –
AFG
428
Atomi Financial Group
New York
$1.77M +$5.07K +82 +0.3%
SWP
429
Summit Wealth Partners
Florida
$1.76M +$336K +5,446 +24%
LI
430
LMCG Investments
Massachusetts
$1.75M +$13.5K +218 +0.8%
MWA
431
Merkkuri Wealth Advisors
New York
$1.73M -$19.6K -317 -1%
EWM
432
EPG Wealth Management
Georgia
$1.73M -$865K -14,006 -33%
HTC
433
Haverford Trust Company
Pennsylvania
$1.72M -$4.63K -75 -0.3%
SG
434
StoneX Group
New York
$1.72M -$1.36M -22,037 -44%
GCL
435
Gouws Capital LLC
North Carolina
$1.72M +$154K +2,485 +10%
RCWM
436
Red Crane Wealth Management
California
$1.71M +$79K +1,279 +5%
PA
437
Probity Advisors
Texas
$1.71M +$1.08M +17,454 +172%
EB
438
Eastern Bank
Massachusetts
$1.69M -$5.43M -87,863 -76%
KMWM
439
Keudell/Morrison Wealth Management
Oregon
$1.69M +$17.3K +280 +1%
CCFM
440
Clear Creek Financial Management
Washington
$1.68M +$72.3K +1,171 +5%
MMM
441
Mendel Money Management
Illinois
$1.67M +$4.33K +70 +0.3%
CAC
442
Certified Advisory Corp
Florida
$1.67M -$55.2K -894 -3%
BI
443
Beckerman Institutional
New Jersey
$1.66M +$124 +2 +0%
SFG
444
Sowa Financial Group
Rhode Island
$1.65M -$125K -2,030 -7%
AWM
445
Apollon Wealth Management
South Carolina
$1.65M +$135K +2,193 +9%
EPA
446
Element Pointe Advisors
Florida
$1.64M – – –
AWM
447
Axxcess Wealth Management
California
$1.63M +$1.63M +26,412 New
SWP
448
ShoreHaven Wealth Partners
New Jersey
$1.62M -$81.9K -1,326 -5%
DL
449
DOHJ LLC
Washington
$1.61M -$10.1K -163 -0.6%
BIP
450
Bouvel Investment Partners
Pennsylvania
$1.61M +$45.1K +719 +3%
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