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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 %
HL
726
HeadInvest LLC
Maine
$497K -$1.22K -19 -0.2%
SFS
727
Summit Financial Strategies
Ohio
$492K – – –
HGA
728
Hobbs Group Advisors
South Carolina
$487K +$95K +1,485 +24%
CSB
729
City State Bank
Iowa
$482K -$12.8K -200 -3%
SG
730
Stanich Group
New York
$481K +$38.7K +597 +9%
ICM
731
Intrepid Capital Management
Florida
$478K – – –
RCAG
732
Rehmann Capital Advisory Group
Michigan
$478K -$141K -2,205 -23%
CFP
733
Catalyst Financial Partners
Massachusetts
$477K -$32K -500 -6%
BW
734
Balance Wealth
Ohio
$474K -$19.1K -298 -4%
LWM
735
LongView Wealth Management
Georgia
$471K +$139K +2,177 +42%
AF
736
Apollon Financial
South Carolina
$470K -$4.48K -70 -0.9%
AWM
737
Avaii Wealth Management
Wisconsin
$468K -$21.4K -335 -4%
KWM
738
Keebeck Wealth Management
Illinois
$468K -$21.2K -331 -4%
PFWA
739
Paces Ferry Wealth Advisors
Georgia
$467K +$1.09K +17 +0.2%
FCT
740
Family Capital Trust
Massachusetts
$467K – – –
Squarepoint
741
Squarepoint
New York
$466K +$466K +7,291 New
WCM
742
Whitener Capital Management
North Carolina
$464K – – –
SIC
743
Sterling Investment Counsel
New York
$461K -$1.79M -28,054 -80%
FA
744
Fortis Advisors
Pennsylvania
$460K +$60.5K +947 +15%
RIL
745
Rothschild Investment LLC
Illinois
$460K +$2.05K +32 +0.4%
AWA
746
Alta Wealth Advisors
Massachusetts
$458K +$1.28K +20 +0.3%
CA
747
Capital Advantage
California
$457K +$3.65K +57 +0.8%
AF
748
Advisornet Financial
Minnesota
$457K -$166K -2,602 -27%
BFW
749
Brady Family Wealth
Missouri
$456K +$64 +1 +0%
SB
750
SIG Brokerage
New York
$456K +$456K +7,133 New
28 29
30
31 32