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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,131 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 108 funds opening new positions, 513 increasing their positions, 340 reducing their positions, and 61 closing their positions.

Holders
1,131
Holders Change
+23
Holders Change %
+2.08%
% of All Funds
15.19%
Holding in Top 10
104
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.96%
% of All Funds
1.4%
New
108
Increased
513
Reduced
340
Closed
61
Calls
$99.6M
Puts
$352K
Net Calls
+$99.2M
Net Calls Change
+$100M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$865M
2
LPL Financial
2
LPL Financial
California
$1.13B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$470M
4
Ameriprise
4
Ameriprise
Minnesota
$505M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$274M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$850M
2
BlackRock
2
BlackRock
New York
$176M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$340M
4
DFG
4
Demars Financial Group
Washington
$442K
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
51
FFT Wealth Management
Pennsylvania
$42.7M 658,709 +13,817 +2%
SPIA
52
Steward Partners Investment Advisory
New York
$42.5M 665,437 +5,334 +0.8%
CCWM
53
Correct Capital Wealth Management
Missouri
$41.4M 648,069 -125,889 -16%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$41M 641,880 +4,953 +0.8%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$40.2M 616,231 -6,674 -1%
FWA
56
FORM Wealth Advisors
Wisconsin
$39.7M 621,520 -42,757 -6%
Comerica Bank
57
Comerica Bank
Texas
$39.6M 619,763 +60,437 +11%
MWP
58
Madison Wealth Partners
Wisconsin
$39.4M 616,732 +4,706 +0.8%
RDFA
59
Ritter Daniher Financial Advisory
Ohio
$38.6M 603,948 +18,757 +3%
HFS
60
Hughes Financial Services
Virginia
$38.4M 591,822 +591,138 +86,424%
OC
61
Oppenheimer & Co
New York
$38.3M 598,621 +474 +0.1%
ODG
62
O'Dell Group
Ohio
$38M 593,770 -4,026 -0.7%
LFS
63
Legacy Financial Strategies
Kansas
$36.7M 573,454 +17,697 +3%
VDI
64
Vaughan David Investments
Illinois
$35.2M 550,803 +20,519 +4%
WFM
65
Wolff Financial Management
Michigan
$33.4M 522,050 +10,033 +2%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$33.2M 519,934 -8,870 -2%
AOI
67
Auto-Owners Insurance
Michigan
$32.9M 514,500 +287,200 +126%
WA
68
Waverly Advisors
Alabama
$32.8M 512,290 +14,503 +3%
SWP
69
Stratos Wealth Partners
Ohio
$32.6M 509,195 -9,270 -2%
XF
70
XML Financial
Maryland
$32.3M 504,449 +8,058 +2%
DI
71
DAGCO Inc
Ohio
$31.9M 498,427 +19,864 +4%
DOA
72
D'Orazio & Associates
Virginia
$30.4M 474,869 -68,952 -13%
JWM
73
JGP Wealth Management
Oregon
$30M 468,966 +22,982 +5%
LGWM
74
Litman Gregory Wealth Management
California
$29.2M 456,285 +61,746 +16%
FTS
75
Fifth Third Securities
Ohio
$28.4M 443,465 +28,580 +7%
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