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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 %
PHWM
526
Pine Harbor Wealth Management
Maryland
$1.15M -$21.7K -352 -2%
Lido Advisors
527
Lido Advisors
California
$1.15M +$17.7K +286 +2%
BSTWA
528
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$494 -8 -0%
AWP
529
Accretive Wealth Partners
New Jersey
$1.13M +$214K +3,569 +23%
ISFAN
530
Investor's Fiduciary Advisor Network
Washington
$1.12M +$54K +874 +5%
FCI
531
Financial Counselors Inc
Kansas
$1.12M +$808K +13,079 +260%
EFG
532
Ehrlich Financial Group
California
$1.12M -$13.8K -224 -1%
CA
533
Claro Advisors
Massachusetts
$1.11M -$375K -6,069 -25%
PPW
534
Pasadena Private Wealth
California
$1.11M +$169K +2,731 +18%
PTC
535
Private Trust Company
Ohio
$1.11M +$92.6K +1,499 +9%
FPCP
536
Fort Point Capital Partners
California
$1.1M +$4.82K +78 +0.4%
ESB
537
Essex Savings Bank
Connecticut
$1.1M +$37.7K +610 +4%
AFP
538
Ausdal Financial Partners
Iowa
$1.09M -$243K -3,936 -18%
VA
539
VestGen Advisors
Illinois
$1.08M +$1.08M +17,557 New
AFW
540
Avantra Family Wealth
Pennsylvania
$1.08M +$67K +1,084 +7%
CFB
541
Cullen/Frost Bankers
Texas
$1.08M -$351K -5,688 -25%
BL
542
Balentine LLC
Georgia
$1.07M +$1.07M +17,341 New
VNA
543
Valley National Advisers
Pennsylvania
$1.07M +$86.5K +1,401 +9%
PWMAG
544
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$28.7K -464 -3%
CFS
545
Commonwealth Financial Services
West Virginia
$1.06M -$27.9K -451 -3%
NGA
546
Naples Global Advisors
Florida
$1.05M -$88.4K -1,431 -8%
QPWM
547
Quadrant Private Wealth Management
Pennsylvania
$1.05M +$81.4K +1,317 +8%
LIM
548
Leavell Investment Management
Alabama
$1.05M – – –
EIG
549
Ellenbecker Investment Group
Wisconsin
$1.04M -$113K -1,834 -10%
FNT
550
First National Trust
Pennsylvania
$1.04M +$74.4K +1,204 +8%
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