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 %
NFG
601
Northeast Financial Group
Pennsylvania
$820K -$330K -5,335 -29%
Jane Street
602
Jane Street
New York
$818K -$2.49M -40,282 -75%
ARC
603
Advisor Resource Council
Texas
$815K +$815K +13,184 New
PCH
604
PGIM Custom Harvest
New Jersey
$813K -$154K -2,500 -16%
OP
605
ORG Partners
Indiana
$811K -$3.84M -62,209 -83%
MWA
606
Midland Wealth Advisors
Illinois
$798K -$201K -3,257 -20%
BFP
607
Beacon Financial Planning
Massachusetts
$793K +$479K +7,746 +152%
PIAS
608
PCA Investment Advisory Services
Ohio
$791K +$1.85K +30 +0.2%
ST
609
Smithfield Trust
Pennsylvania
$784K -$257K -4,168 -25%
CCAM
610
Cascades Capital Asset Management
North Carolina
$782K -$28.9K -467 -4%
CF
611
Centaurus Financial
California
$781K +$56.7K +919 +8%
Fifth Third Bancorp
612
Fifth Third Bancorp
Ohio
$775K +$292K +4,723 +60%
HPC
613
HM Payson & Co
Maine
$775K -$39.5K -640 -5%
HIS
614
Horizon Investment Services
Indiana
$764K -$110K -1,784 -13%
LF
615
LifePlan Financial
Minnesota
$754K +$51.8K +839 +7%
WIP
616
WealthCare Investment Partners
Rhode Island
$752K -$30.5K -533 -4%
RMAM
617
Raab & Moskowitz Asset Management
New Jersey
$748K +$5.25K +85 +0.7%
EW
618
Element Wealth
Mississippi
$745K -$66.5K -1,076 -8%
IWS
619
Insight Wealth Strategies
California
$738K -$7.6K -123 -1%
BCM
620
Brasada Capital Management
Texas
$737K -$22.5K -408 -3%
LT
621
Legacy Trust
Michigan
$735K +$402K +6,500 +121%
MSFS
622
Main Street Financial Solutions
Pennsylvania
$734K +$312K +5,050 +74%
FPAS
623
Focus Partners Advisor Solutions
Missouri
$731K +$32.2K +521 +5%
FPW
624
Flagship Private Wealth
Massachusetts
$730K +$62 +1 +0%
EFA
625
Evernest Financial Advisors
Indiana
$729K – – –
23 24
25
26 27