DGRO icon

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 %
MFG
551
Mosaic Financial Group
Illinois
$1.03M +$679 +11 +0.1%
CFS
552
CGC Financial Services
Oregon
$1.02M – – –
FA
553
Freestate Advisors
Kansas
$1.02M -$566K -9,156 -36%
SP
554
Sequent Planning
Nebraska
$1.01M -$432 -7 -0%
HP
555
Holistic Planning
Texas
$1M -$132K -2,139 -12%
PAG
556
Paladin Advisory Group
Iowa
$1M – – –
HSA
557
HBK Sorce Advisory
Pennsylvania
$993K +$606K +9,809 +157%
NP
558
NorthRock Partners
Minnesota
$990K +$919K +14,873 +1,300%
IA
559
IFG Advisory
Georgia
$977K +$53.2K +861 +6%
CWP
560
Cyndeo Wealth Partners
Florida
$963K +$57K +923 +6%
IIA
561
IPG Investment Advisors
California
$962K – – –
BOPW
562
Brandywine Oak Private Wealth
Pennsylvania
$951K -$18.2K -295 -2%
OWA
563
Opal Wealth Advisors
New York
$950K -$19.7K -319 -2%
AW
564
Alteri Wealth
California
$949K +$123K +1,984 +15%
MSAM
565
Moloney Securities Asset Management
Missouri
$943K +$49.1K +794 +5%
FCH
566
Freestone Capital Holdings
Washington
$939K -$30.9K -500 -3%
BCA
567
Bay Colony Advisors
Massachusetts
$934K +$22.4K +366 +2%
CFG
568
Citizens Financial Group
Rhode Island
$931K +$572K +9,260 +159%
IAG
569
Ipsen Advisor Group
Arkansas
$928K -$2.04K -33 -0.2%
IC
570
Inscription Capital
Texas
$917K +$917K +15,800 New
WCFA
571
Walkner Condon Financial Advisors
Wisconsin
$908K -$108K -1,748 -11%
OFG
572
Oxford Financial Group
Indiana
$903K -$57.5K -930 -6%
HSG
573
Helen Stephens Group
Texas
$897K +$4.51K +73 +0.5%
BCWM
574
Bartlett & Co Wealth Management
Ohio
$896K +$477K +7,725 +114%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$895K -$158K -2,559 -15%
21 22
23
24 25