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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 %
WPC
626
Wedmont Private Capital
Pennsylvania
$729K +$11.4K +196 +2%
MWM
627
Modern Wealth Management
Kansas
$728K +$89.7K +1,452 +14%
PCA
628
Pallas Capital Advisors
Massachusetts
$727K +$11.6K +187 +2%
RF
629
Roxbury Financial
New Jersey
$726K +$30.2K +471 +4%
AHC
630
Adell Harriman & Carpenter
Texas
$725K +$23.2K +375 +3%
CPCM
631
Cardinal Point Capital Management
Ontario, Canada
$722K +$309 +5 +0%
VVP
632
Venture Visionary Partners
Ohio
$718K +$16.2K +262 +2%
WMA
633
Wealth Management Associates
New Jersey
$712K +$6.36K +103 +0.9%
FSA
634
Fort Sheridan Advisors
Illinois
$707K +$4.26K +69 +0.6%
AIP
635
ARS Investment Partners
New York
$705K – – –
EAMA
636
EFG Asset Management (Americas)
Florida
$705K +$126K +2,034 +22%
FNWM
637
Financial Network Wealth Management
Utah
$702K – – –
VCM
638
Virtue Capital Management
Tennessee
$700K +$700K +11,315 New
CFS
639
Compass Financial Services
Iowa
$691K +$2.78K +45 +0.4%
OWP
640
ORG Wealth Partners
Texas
$685K -$74K -1,201 -10%
UF
641
Univest Financial
Pennsylvania
$683K +$13.3K +215 +2%
AR
642
Apeiron RIA
Texas
$681K +$2.41K +39 +0.4%
PAS
643
PKS Advisory Services
New York
$681K -$31.1K -504 -4%
VC
644
Veracity Capital
Georgia
$679K +$31.6K +511 +5%
IPAM
645
Investment Partners Asset Management
New Jersey
$675K +$66.6K +1,078 +11%
JIC
646
Johnson Investment Counsel
Ohio
$674K -$14.3K -231 -2%
SFG
647
Sunburst Financial Group
Alabama
$672K -$45.5K -737 -6%
PWP
648
Principle Wealth Partners
Connecticut
$670K – – –
SA
649
Sovran Advisors
California
$666K -$64.2K -1,103 -9%
SWM
650
SigFig Wealth Management
California
$662K -$84.1K -1,375 -11%
24 25
26
27 28