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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 %
MAM
476
McLean Asset Management
Virginia
$1.53M +$2.01K +31 +0.1%
BIA
477
Biondo Investment Advisors
Pennsylvania
$1.53M -$2.88K -45 -0.2%
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$1.53M -$16K -251 -1%
CCFM
479
Clear Creek Financial Management
Washington
$1.53M -$208K -3,246 -12%
RBFC
480
Roman Butler Fullerton & Co
Missouri
$1.52M +$5.26K +80 +0.3%
EWA
481
Exencial Wealth Advisors
Oklahoma
$1.52M -$115K -1,792 -7%
KFA
482
Kapstone Financial Advisors
Ohio
$1.51M -$104K -1,622 -6%
BCM
483
Brookstone Capital Management
Illinois
$1.51M +$4.09K +64 +0.3%
PIMG
484
Patriot Investment Management Group
Tennessee
$1.5M – – –
MFA
485
Mayflower Financial Advisors
Massachusetts
$1.49M -$6.46K -101 -0.4%
FG
486
Fiduciary Group
Georgia
$1.49M -$23.7K -370 -2%
EF
487
Elite Financial
Idaho
$1.48M – – –
DL
488
DOHJ LLC
Washington
$1.48M -$53.3K -906 -3%
RBWA
489
RFG - Bristol Wealth Advisors
Massachusetts
$1.48M +$889K +13,907 +151%
PHWM
490
Pine Harbor Wealth Management
Maryland
$1.47M +$282K +4,414 +24%
PRI
491
Prepared Retirement Institute
Pennsylvania
$1.47M -$18.3K -286 -1%
FHC
492
First Heartland Consultants
Missouri
$1.45M +$83.6K +1,307 +6%
FB
493
First Bancorp
Maine
$1.45M +$105K +1,635 +8%
MGIA
494
Moneta Group Investment Advisors
Missouri
$1.44M -$48.3K -756 -3%
IP
495
Investment Partners
Ohio
$1.43M +$2.75K +43 +0.2%
RWP
496
RWA Wealth Partners
Massachusetts
$1.42M -$99.1K -1,550 -7%
PA
497
PFG Advisors
Arizona
$1.41M -$68.5K -1,071 -5%
EIP
498
Ellis Investment Partners
Pennsylvania
$1.41M +$19.6K +306 +1%
JIC
499
Joel Isaacson & Co
New York
$1.4M +$7.03K +110 +0.5%
PCIA
500
Prime Capital Investment Advisors
Kansas
$1.38M -$947K -14,804 -41%
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