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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 %
3F
501
360 Financial
Minnesota
$1.3M -$406K -6,575 -24%
FB
502
First Bancorp
Maine
$1.3M +$20.1K +326 +2%
OAM
503
Occidental Asset Management
California
$1.3M – – –
WGC
504
Watts Gwilliam & Co
Arizona
$1.28M +$25.1K +407 +2%
AWMG
505
Alliance Wealth Management Group
New Jersey
$1.27M +$89.5K +1,449 +8%
RA
506
Ruggaard & Associates
Ohio
$1.26M +$201K +3,251 +19%
WFA
507
Wells Financial Advisors
Massachusetts
$1.26M +$6.18K +100 +0.5%
National Bank of Canada
508
National Bank of Canada
Quebec, Canada
$1.26M -$9.15M -148,018 -88%
SFSG
509
Sound Financial Strategies Group
Mississippi
$1.26M +$414K +6,703 +49%
CFS
510
CRA Financial Services
New Jersey
$1.25M -$13.7K -222 -1%
NFSG
511
Newbridge Financial Services Group
Florida
$1.24M -$150K -2,431 -11%
AFM
512
Armstrong Fleming & Moore
District of Columbia
$1.24M +$1.24M +20,064 New
IWA
513
Icon Wealth Advisors
Texas
$1.24M -$1.85K -30 -0.1%
TAM
514
Titleist Asset Management
Texas
$1.24M +$432 +7 +0%
OFG
515
Opulen Financial Group
Virginia
$1.23M +$4.45K +72 +0.4%
HH
516
Hilltop Holdings
Texas
$1.21M -$2.54M -41,069 -68%
CIBC Private Wealth Group
517
CIBC Private Wealth Group
Georgia
$1.21M -$79.2K -1,435 -6%
FWCM
518
Ferguson Wellman Capital Management
Oregon
$1.21M +$32.1K +520 +3%
GC
519
Grimes & Company
Massachusetts
$1.21M +$827K +13,382 +218%
NCM
520
NCM Capital Management
New Jersey
$1.2M -$47.3K -765 -4%
SFWA
521
Summit Financial Wealth Advisors
Louisiana
$1.19M +$865 +14 +0.1%
RCA
522
Ranch Capital Advisors
Florida
$1.18M +$32.5K +526 +3%
HNWAG
523
High Net Worth Advisory Group
Florida
$1.18M – – –
GMFG
524
Greater Midwest Financial Group
Minnesota
$1.17M -$62.1K -1,005 -5%
LW
525
Linscomb Wealth
Texas
$1.17M -$1.98K -32 -0.2%
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