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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 %
NG
676
Novem Group
New York
$615K -$26.8K -434 -4%
GSWM
677
Golden State Wealth Management
California
$610K -$23.6K -382 -4%
AF
678
Advisornet Financial
Minnesota
$603K +$2.84K +46 +0.5%
WAL
679
W Advisors LLC
Tennessee
$599K – – –
SAG
680
SageView Advisory Group
California
$598K -$127K -2,062 -18%
RCAG
681
Rehmann Capital Advisory Group
Michigan
$598K +$152K +2,467 +34%
PI
682
PFG Investments
New York
$597K +$23.5K +381 +4%
JPG
683
Jordan Park Group
California
$587K – – –
AA
684
Ancora Advisors
Ohio
$587K +$24.8K +402 +4%
DIA
685
Dana Investment Advisors
Wisconsin
$581K +$40.4K +654 +7%
MFF
686
Michels Family Financial
Texas
$580K -$9.51K -154 -2%
HIP
687
HUB Investment Partners
Texas
$580K -$38.7K -627 -6%
IP
688
Ignite Planners
California
$577K +$39.2K +653 +7%
CWA
689
Clarus Wealth Advisors
Arizona
$575K +$254K +4,305 +79%
CAAM
690
Cornerstone Advisors Asset Management
Pennsylvania
$571K -$151K -2,444 -21%
BJL
691
Brighton Jones LLC
Washington
$569K +$156K +2,522 +38%
LC
692
Lincoln Capital
Nebraska
$569K -$16.5K -282 -3%
RBWA
693
RFG - Bristol Wealth Advisors
Massachusetts
$568K -$334K -5,402 -37%
SAW
694
Signal Advisors Wealth
Michigan
$566K +$21.3K +344 +4%
USCWA
695
U.S. Capital Wealth Advisors
Texas
$566K -$2.77M -44,790 -83%
DT
696
Diversified Trust
Tennessee
$563K +$162K +2,625 +40%
WMA
697
West Michigan Advisors
Michigan
$560K +$289K +4,682 +107%
JHCP
698
Jackson Hole Capital Partners
Oklahoma
$549K – – –
GT
699
Glenview Trust
Kentucky
$549K +$5.44K +88 +1%
MW
700
Marcum Wealth
Ohio
$546K +$680 +11 +0.1%
26 27
28
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