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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
15.25%
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 %
HIS
651
Horizon Investment Services
Indiana
$666K -$125K -1,956 -16%
MWA
652
Midland Wealth Advisors
Illinois
$666K -$160K -2,502 -19%
AFG
653
Albion Financial Group
Utah
$663K – – –
RSF
654
Rik Saylor Financial
Ohio
$661K -$1.09K -17 -0.2%
MCA
655
MSH Capital Advisors
Arizona
$660K -$23.9K -374 -3%
GS
656
GWN Securities
Florida
$658K -$989K -15,435 -60%
MWM
657
Modera Wealth Management
New Jersey
$656K -$2.17K -34 -0.3%
BFO
658
Biltmore Family Office
North Carolina
$655K – – –
FSA
659
Fort Sheridan Advisors
Illinois
$654K -$77.8K -1,217 -11%
PI
660
PFG Investments
New York
$650K +$31.7K +495 +5%
CFP
661
Comprehensive Financial Planning
Pennsylvania
$649K +$3.2K +50 +0.5%
QCM
662
Quantinno Capital Management
New York
$648K +$648K +10,136 New
AWM
663
Alterna Wealth Management
Texas
$647K +$8.63K +135 +1%
RFN
664
Redwood Financial Network
Ohio
$647K -$31.1K -487 -5%
RRA
665
Round Rock Advisors
Connecticut
$647K +$512 +8 +0.1%
SF
666
Symphony Financial
Texas
$647K +$647K +9,961 New
CWG
667
Cornerstone Wealth Group
North Carolina
$646K +$646K +10,097 New
SFS
668
Sowell Financial Services
Arkansas
$644K +$5.88K +92 +0.9%
LA
669
Latitude Advisors
Florida
$642K +$1.47K +23 +0.2%
AFW
670
Avantra Family Wealth
Pennsylvania
$637K -$477K -7,465 -43%
KDA
671
Kraft Davis & Associates
Missouri
$633K -$108K -1,645 -15%
LC
672
Lincoln Capital
Nebraska
$633K +$9.85K +154 +2%
DIA
673
Dana Investment Advisors
Wisconsin
$630K +$28.4K +444 +5%
TWCA
674
Two West Capital Advisors
Kansas
$630K +$375K +5,695 +147%
SWM
675
SigFig Wealth Management
California
$629K -$60K -943 -9%
25 26
27
28 29