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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 %
Susquehanna International Group
626
Susquehanna International Group
Pennsylvania
$758K +$758K +11,849 New
FPW
627
Flagship Private Wealth
Massachusetts
$755K +$128 +2 +0%
EFA
628
Evernest Financial Advisors
Indiana
$754K – – –
CIC
629
Chilton Investment Company
Connecticut
$745K +$414K +6,480 +125%
FPAS
630
Focus Partners Advisor Solutions
Missouri
$740K -$16.6K -259 -2%
WMA
631
Wealth Management Associates
New Jersey
$738K +$256 +4 +0%
PCA
632
Pallas Capital Advisors
Massachusetts
$728K -$24.2K -378 -3%
AR
633
Apeiron RIA
Texas
$726K +$20.6K +322 +3%
IPAM
634
Investment Partners Asset Management
New Jersey
$721K +$22.3K +348 +3%
WWG
635
West Wealth Group
California
$721K -$143K -2,208 -17%
HSG
636
Helen Stephens Group
Texas
$721K -$207K -3,244 -22%
OWP
637
ORG Wealth Partners
Texas
$720K – – –
CFS
638
Compass Financial Services
Iowa
$718K +$2.94K +46 +0.4%
NAS
639
Nicolet Advisory Services
Wisconsin
$717K +$468K +7,305 +189%
PWP
640
Principle Wealth Partners
Connecticut
$713K +$18.7K +292 +3%
CIC
641
Carnegie Investment Counsel
Ohio
$706K +$203K +3,172 +40%
VC
642
Veracity Capital
Georgia
$702K -$575 -9 -0.1%
SFG
643
Sunburst Financial Group
Alabama
$695K – – –
UF
644
Univest Financial
Pennsylvania
$694K -$13.2K -207 -2%
NG
645
Novem Group
New York
$694K +$56.8K +888 +9%
MC
646
Montag & Caldwell
Georgia
$689K +$689K +10,771 New
AUB
647
Atlantic Union Bankshares
Virginia
$679K +$192K +3,001 +39%
BHWA
648
Beacon Harbor Wealth Advisors
Virginia
$678K – – –
CPCM
649
Cardinal Point Capital Management
Ontario, Canada
$675K -$71.8K -1,123 -10%
PAS
650
PKS Advisory Services
New York
$669K -$36.3K -567 -5%
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