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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 %
VFA
576
Valeo Financial Advisors
Indiana
$891K -$2.16K -35 -0.2%
SFO
577
Stokes Family Office
Louisiana
$889K -$73.5K -1,190 -8%
AFAS
578
Acorn Financial Advisory Services
Virginia
$889K -$82.1K -1,329 -8%
SEIA
579
Signature Estate & Investment Advisors
California
$882K +$359K +5,810 +69%
MF
580
Montis Financial
Massachusetts
$877K -$302K -4,894 -26%
FPW
581
Fairvoy Private Wealth
Alabama
$873K -$19.3K -313 -2%
MFG
582
Magnus Financial Group
New York
$858K -$311K -5,036 -27%
TFA
583
Teamwork Financial Advisors
Texas
$857K +$648K +10,485 +310%
AQR Capital Management
584
AQR Capital Management
Connecticut
$855K +$418K +6,758 +95%
IAG
585
Investment Advisory Group
Massachusetts
$845K +$1.24K +20 +0.1%
TPW
586
Talon Private Wealth
Florida
$841K -$242K -3,917 -22%
PB
587
Pinnacle Bancorp
Nebraska
$840K +$46.2K +747 +6%
SW
588
Simplicity Wealth
New Jersey
$840K +$281K +4,544 +50%
CWM
589
Crowley Wealth Management
Delaware
$839K -$94.3K -1,526 -10%
MAM
590
MWA Asset Management
Massachusetts
$839K +$6.49K +105 +0.8%
CRC
591
Curi RMB Capital
Illinois
$837K -$158K -2,553 -16%
WF
592
Warner Financial
Maryland
$836K – – –
MSWMA
593
Market Street Wealth Management Advisors
Indiana
$833K -$54.6K -883 -6%
DWA
594
Delos Wealth Advisors
Texas
$832K +$832K +13,473 New
AL
595
Aspiriant LLC
California
$832K – – –
GT
596
Glenmede Trust
Pennsylvania
$826K -$6.18K -100 -0.7%
IAIM
597
International Assets Investment Management
Florida
$823K -$40.8K -661 -5%
LSIA
598
LaSalle St. Investment Advisors
Illinois
$823K +$443K +7,175 +116%
WWG
599
West Wealth Group
California
$822K +$138K +2,246 +20%
FFN
600
Focus Financial Network
Minnesota
$820K +$1.17K +19 +0.1%
22 23
24
25 26