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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 %
CW
451
CreativeOne Wealth
Kansas
$1.61M -$5K -81 -0.3%
WPP
452
Whalerock Point Partners
Rhode Island
$1.6M +$21.1K +342 +1%
CPRC
453
Consolidated Portfolio Review Corp
New York
$1.6M +$35.2K +570 +2%
CA
454
Crewe Advisors
Utah
$1.59M +$17.6K +285 +1%
I
455
INVST
Indiana
$1.59M -$685K -11,089 -30%
GS
456
GWN Securities
Florida
$1.58M +$1.58M +25,710 New
APA
457
Astoria Portfolio Advisors
New York
$1.58M +$782K +13,300 +98%
EWA
458
Exencial Wealth Advisors
Oklahoma
$1.58M -$7.35K -119 -0.5%
ICM
459
Islay Capital Management
Texas
$1.58M -$693K -11,215 -31%
AIM
460
Anchor Investment Management
South Carolina
$1.57M -$36.1K -585 -2%
GWM
461
GSB Wealth Management
Connecticut
$1.56M +$34.2K +554 +2%
KFA
462
Kapstone Financial Advisors
Ohio
$1.56M – – –
NG
463
Norden Group
Utah
$1.55M +$30.6K +495 +2%
CFG
464
Carr Financial Group
Massachusetts
$1.55M +$17.1K +277 +1%
CFO
465
CVA Family Office
Colorado
$1.55M +$499K +8,070 +48%
UWM
466
USAdvisors Wealth Management
Minnesota
$1.54M -$170K -2,754 -10%
OIA
467
Optimum Investment Advisors
Illinois
$1.53M +$145K +2,350 +10%
Capital International Investors
468
Capital International Investors
California
$1.51M -$61.7K -999 -4%
AM
469
Atwater Malick
Pennsylvania
$1.51M +$361K +5,842 +31%
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$1.49M +$39.1K +633 +3%
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$1.49M +$309K +5,009 +26%
AFA
472
Allium Financial Advisors
Oregon
$1.49M +$1.49M +24,099 New
BIA
473
Biondo Investment Advisors
Pennsylvania
$1.48M -$21K -340 -1%
Renaissance Technologies
474
Renaissance Technologies
New York
$1.48M +$1.48M +23,900 New
RWP
475
RWA Wealth Partners
Massachusetts
$1.46M +$92.7K +1,500 +7%
17 18
19
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