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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 %
ACM
701
Ayrshire Capital Management
Connecticut
$546K -$9.59K -150 -2%
WE
702
Wealth Effects
Massachusetts
$545K -$639 -10 -0.1%
SAG
703
SageView Advisory Group
California
$543K -$91.2K -1,391 -14%
FNBT
704
FineMark National Bank & Trust
Florida
$539K – – –
OFS
705
OneAscent Financial Services
Alabama
$538K +$230K +3,557 +75%
SXL
706
Summit X LLC
Missouri
$532K -$30K -469 -5%
ML
707
McAdam LLC
Pennsylvania
$532K +$38.9K +609 +8%
First Manhattan
708
First Manhattan
New York
$528K -$128 -2 -0%
SCM
709
SCS Capital Management
Massachusetts
$528K +$528K +8,259 New
SSI
710
Scott & Selber Inc
Texas
$526K +$128 +2 +0%
TIAA Trust, National Association
711
TIAA Trust, National Association
North Carolina
$525K +$143K +2,229 +37%
WF
712
Whelan Financial
California
$522K -$1.15K -18 -0.2%
SWA
713
Sax Wealth Advisors
New Jersey
$520K -$9.4K -147 -2%
RWA
714
River Wealth Advisors
Pennsylvania
$518K -$16K -250 -3%
KeyBank National Association
715
KeyBank National Association
Ohio
$518K +$81.1K +1,269 +19%
MFWM
716
Motley Fool Wealth Management
Virginia
$513K +$513K +8,030 New
GS
717
GTS Securities
New York
$512K +$512K +8,000 New
OMC
718
Old Mission Capital
Illinois
$512K +$512K +8,000 New
DWT
719
Dorsey & Whitney Trust
South Dakota
$511K +$38.4K +600 +8%
BCG
720
Breakwater Capital Group
New Jersey
$511K -$54.3K -849 -10%
AFW
721
Atlantic Family Wealth
Florida
$506K -$39.8K -623 -7%
SP
722
Stonebrook Private
Michigan
$505K +$247K +3,870 +96%
FPGK
723
Financial Partners Group (Kansas)
Kansas
$501K +$2.37K +37 +0.5%
BA
724
Bluesphere Advisors
Pennsylvania
$498K +$13.1K +205 +3%
HSA
725
HBK Sorce Advisory
Pennsylvania
$497K -$531K -8,300 -52%
27 28
29
30 31