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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 %
BCG
701
Breakwater Capital Group
New Jersey
$546K +$9.02K +146 +2%
SXL
702
Summit X LLC
Missouri
$543K +$34.5K +558 +7%
ACM
703
Ayrshire Capital Management
Connecticut
$537K +$71.6K +1,159 +15%
BB
704
Bell Bank
North Dakota
$531K – – –
AFW
705
Atlantic Family Wealth
Florida
$528K – – –
WE
706
Wealth Effects
Massachusetts
$527K – – –
LA
707
Lane & Associates
New Jersey
$526K +$59.4K +962 +13%
APW
708
Aurora Private Wealth
New Jersey
$524K -$360K -5,825 -41%
SWMG
709
Sanchez Wealth Management Group
Florida
$524K -$29.8K -483 -5%
TFA
710
Tranquilli Financial Advisor
New Jersey
$521K +$521K +8,429 New
FNBT
711
FineMark National Bank & Trust
Florida
$520K +$81.5K +1,320 +19%
RWA
712
River Wealth Advisors
Pennsylvania
$516K -$21.6K -350 -4%
SWA
713
Sax Wealth Advisors
New Jersey
$511K +$106K +1,711 +26%
First Manhattan
714
First Manhattan
New York
$510K +$124 +2 +0%
CB
715
Commerce Bank
Missouri
$510K -$15.4K -250 -3%
SSI
716
Scott & Selber Inc
Texas
$509K +$124 +2 +0%
WF
717
Whelan Financial
California
$505K -$12.6K -204 -2%
NC
718
NovaPoint Capital
Georgia
$498K -$61.4K -994 -11%
SFS
719
Security Financial Services
Indiana
$494K – – –
GM
720
GeoWealth Management
Illinois
$492K -$232K -3,762 -32%
CFP
721
Catalyst Financial Partners
Massachusetts
$492K +$36.1K +585 +8%
BFS
722
Bradley Foster & Sargent
Connecticut
$485K +$9.39K +152 +2%
FPGK
723
Financial Partners Group (Kansas)
Kansas
$482K +$2.16K +35 +0.5%
HL
724
HeadInvest LLC
Maine
$481K -$171K -2,760 -26%
BWM
725
BKM Wealth Management
Wisconsin
$480K +$44.5K +721 +10%
27 28
29
30 31