DGRO icon

iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,108 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 80 funds opening new positions, 472 increasing their positions, 385 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
15.05%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
80
Increased
472
Reduced
385
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
$357M
2
LPL Financial
LPL Financial
California
$970M
3
HI
Horizon Investments
North Carolina
$31.3M
4
FWM
FFT Wealth Management
Pennsylvania
$39.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$494M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$3.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
4
BWL
Bogart Wealth LLC
Virginia
$212K
5
AT
American Trust
Kentucky
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$109M +$1.75M +28,285 +2%
FCAS
27
First Command Advisory Services
Texas
$93.2M -$524K -8,473 -0.6%
NFC
28
Northeast Financial Consultants
Connecticut
$90.8M +$1.28M +20,768 +1%
SAF
29
Smith Anglin Financial
Texas
$87.5M +$694K +11,231 +0.8%
Osaic Holdings
30
Osaic Holdings
Arizona
$80.9M -$21.5M -348,147 -21%
PMG
31
ProVise Management Group
Florida
$80.5M +$3.95M +63,935 +5%
SWA
32
Strategies Wealth Advisors
Michigan
$76.7M +$2.28M +36,827 +3%
GWA
33
Gratus Wealth Advisors
Virginia
$74.2M +$71K +1,150 +0.1%
LNB
34
Ledyard National Bank
$74.2M -$12.5M -202,713 -14%
PAG
35
Private Advisor Group
New Jersey
$70.5M +$878K +14,218 +1%
TPCW
36
TD Private Client Wealth
New York
$69.4M +$9.07M +146,886 +15%
SSWG
37
Seven Springs Wealth Group
Tennessee
$62.2M +$2.65M +42,898 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$60.7M -$1.31M -21,159 -2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$60M +$1.99M +32,249 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$58.6M -$714K -11,561 -1%
FBFS
41
First Business Financial Services
Wisconsin
$57.8M +$1.97M +31,879 +4%
SPC
42
Sigma Planning Corp
Michigan
$50M +$12.6M +204,363 +34%
CWS
43
Confluence Wealth Services
Pennsylvania
$48.7M +$3.21M +54,574 +7%
CCWM
44
Correct Capital Wealth Management
Missouri
$47.8M -$794K -12,848 -2%
SFG
45
Stonebridge Financial Group
Pennsylvania
$47.1M +$2.42M +39,101 +5%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$43.9M -$314K -5,079 -0.7%
CCA
47
Conservest Capital Advisors
Pennsylvania
$42.7M +$439K +7,099 +1%
NA
48
NewEdge Advisors
Louisiana
$42.4M +$6.01M +97,289 +17%
FWA
49
FORM Wealth Advisors
Wisconsin
$41M +$41M +664,277 New
SPIA
50
Steward Partners Investment Advisory
New York
$40.8M +$652K +10,550 +2%
1
2
3 4 5