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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 %
MWM
651
Mission Wealth Management
California
$661K +$39.2K +635 +6%
MCA
652
MSH Capital Advisors
Arizona
$661K +$76.1K +1,232 +13%
KDA
653
Kraft Davis & Associates
Missouri
$660K +$58 +1 +0%
RFN
654
Redwood Financial Network
Ohio
$655K -$3.09K -50 -0.5%
BHWA
655
Beacon Harbor Wealth Advisors
Virginia
$655K – – –
Qube Research & Technologies (QRT)
656
Qube Research & Technologies (QRT)
United Kingdom
$647K +$122K +1,972 +23%
MFGM
657
Marshall Financial Group (Maryland)
Maryland
$643K -$3.19M -51,612 -83%
HI
658
Human Investing
Oregon
$641K +$24.2K +391 +4%
AFG
659
Albion Financial Group
Utah
$641K -$16K -259 -2%
RSF
660
Rik Saylor Financial
Ohio
$639K +$309 +5 +0%
ACM
661
Advance Capital Management
Michigan
$638K +$136K +2,197 +27%
MWM
662
Modera Wealth Management
New Jersey
$636K – – –
BFO
663
Biltmore Family Office
North Carolina
$633K – – –
WC
664
Wolfstich Capital
Massachusetts
$630K – – –
ACG
665
Allen Capital Group
Nebraska
$628K +$21.4K +347 +4%
RC
666
Randolph Company
Ohio
$627K -$32.3K -523 -5%
BNP Paribas Financial Markets
667
BNP Paribas Financial Markets
France
$626K +$626K +10,134 New
RRA
668
Round Rock Advisors
Connecticut
$624K +$96.6K +1,564 +18%
CFP
669
Comprehensive Financial Planning
Pennsylvania
$624K -$108K -1,755 -15%
NL
670
NWAM LLC
Washington
$622K +$384K +6,221 +162%
EWA
671
ERTS Wealth Advisors
Michigan
$621K – – –
LA
672
Latitude Advisors
Florida
$619K +$71.5K +1,158 +13%
AWM
673
Alterna Wealth Management
Texas
$617K +$194K +3,133 +46%
SFS
674
Sowell Financial Services
Arkansas
$616K -$15.4K -250 -2%
CG
675
Caprock Group
Idaho
$616K +$616K +9,972 New
25 26
27
28 29