DGRO icon

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 %
MF
576
Montis Financial
Massachusetts
$946K +$38.6K +603 +4%
MWM
577
Modern Wealth Management
Kansas
$940K +$187K +2,921 +25%
CWP
578
Cyndeo Wealth Partners
Florida
$938K -$59K -923 -6%
VFA
579
Valeo Financial Advisors
Indiana
$937K +$14.6K +229 +2%
PFT
580
Providence First Trust
Arizona
$935K +$935K +14,631 New
RFN
581
RDA Financial Network
Iowa
$935K +$600K +9,386 +179%
OFG
582
Oxford Financial Group
Indiana
$935K – – –
BCWM
583
Bartlett & Co Wealth Management
Ohio
$928K – – –
SFO
584
Stokes Family Office
Louisiana
$918K -$2.37K -37 -0.3%
WIP
585
WealthCare Investment Partners
Rhode Island
$915K +$57.5K +882 +7%
CWM
586
Crowley Wealth Management
Delaware
$911K +$41.9K +655 +5%
FCH
587
Freestone Capital Holdings
Washington
$907K -$64.6K -1,010 -7%
FPW
588
Fairvoy Private Wealth
Alabama
$907K +$2.81K +44 +0.3%
PWH
589
Priebe Wealth Holdings
Minnesota
$903K -$455K -7,120 -34%
AFAS
590
Acorn Financial Advisory Services
Virginia
$878K -$41.9K -656 -5%
IAG
591
Investment Advisory Group
Massachusetts
$876K +$1.34K +21 +0.2%
MAM
592
MWA Asset Management
Massachusetts
$875K +$6.39K +100 +0.7%
BCM
593
Brasada Capital Management
Texas
$873K +$2.61K +40 +0.3%
PB
594
Pinnacle Bancorp
Nebraska
$872K +$1.85K +29 +0.2%
QPWM
595
Quadrant Private Wealth Management
Pennsylvania
$871K -$213K -3,338 -20%
WF
596
Warner Financial
Maryland
$867K +$1.79K +28 +0.2%
DWG
597
Darden Wealth Group
Michigan
$863K +$863K +13,500 New
VVP
598
Venture Visionary Partners
Ohio
$862K +$119K +1,864 +16%
DWA
599
Delos Wealth Advisors
Texas
$861K – – –
AL
600
Aspiriant LLC
California
$861K – – –
22 23
24
25 26