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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,108 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 80 funds opening new positions, 472 increasing their positions, 385 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
15.05%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
80
Increased
472
Reduced
385
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
$357M
2
LPL Financial
LPL Financial
California
$970M
3
HI
Horizon Investments
North Carolina
$31.3M
4
FWM
FFT Wealth Management
Pennsylvania
$39.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$494M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$3.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
4
BWL
Bogart Wealth LLC
Virginia
$212K
5
AT
American Trust
Kentucky
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
51
FFT Wealth Management
Pennsylvania
$39.8M +$14.8M +240,327 +59%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$39.3M -$10.5M -169,977 -21%
AT
53
American Trust
Kentucky
$39.2M -$47.8M -774,106 -55%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$38.5M +$514K +8,322 +1%
MWP
55
Madison Wealth Partners
Wisconsin
$37.8M -$17.5M -282,649 -32%
OC
56
Oppenheimer & Co
New York
$37M +$557K +9,016 +2%
ODG
57
O'Dell Group
Ohio
$36.9M +$573K +9,279 +2%
RDFA
58
Ritter Daniher Financial Advisory
Ohio
$36.2M +$1.37M +22,102 +4%
Comerica Bank
59
Comerica Bank
Texas
$34.6M +$1.18M +19,048 +4%
LFS
60
Legacy Financial Strategies
Kansas
$34.3M +$705K +11,412 +2%
DOA
61
D'Orazio & Associates
Virginia
$33.6M -$899K -14,550 -3%
VAS
62
Vestmark Advisory Solutions
Massachusetts
$33.3M -$3.08M -49,896 -8%
VDI
63
Vaughan David Investments
Illinois
$32.8M +$166K +2,680 +0.5%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$32.7M +$486K +7,863 +2%
JWCA
65
J.W. Cole Advisors
Florida
$32.4M -$2.35M -38,046 -7%
SWP
66
Stratos Wealth Partners
Ohio
$32M +$8.74M +141,433 +38%
WFM
67
Wolff Financial Management
Michigan
$31.6M +$192K +3,100 +0.6%
HI
68
Horizon Investments
North Carolina
$31.3M +$31.3M +507,129 +473,952%
WA
69
Waverly Advisors
Alabama
$30.8M +$422K +6,833 +1%
XF
70
XML Financial
Maryland
$30.7M -$466K -7,544 -1%
DI
71
DAGCO Inc
Ohio
$29.6M +$911K +14,751 +3%
SCI
72
Silver Coast Investments
United States
$28M -$1.54M -24,984 -5%
JWM
73
JGP Wealth Management
Oregon
$27.6M +$10.3M +166,050 +59%
AWM
74
Altus Wealth Management
Kentucky
$26.2M +$81.9K +1,326 +0.3%
PWM
75
Provident Wealth Management
Tennessee
$25.9M +$489K +7,912 +2%
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