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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 %
AAS
726
Annex Advisory Services
Wisconsin
$479K -$184K -2,972 -28%
CSB
727
City State Bank
Iowa
$478K +$5.25K +85 +1%
BW
728
Balance Wealth
Ohio
$477K +$477K +7,717 New
WJA
729
Willis Johnson & Associates
Texas
$476K +$8.22K +133 +2%
ML
730
McAdam LLC
Pennsylvania
$476K -$73.1K -1,183 -13%
SFS
731
Summit Financial Strategies
Ohio
$475K – – –
AWM
732
Avaii Wealth Management
Wisconsin
$473K -$17.5K -283 -4%
KWM
733
Keebeck Wealth Management
Illinois
$472K +$69.2K +1,120 +17%
AUB
734
Atlantic Union Bankshares
Virginia
$470K – – –
BA
735
Bluesphere Advisors
Pennsylvania
$469K +$67.5K +1,092 +17%
ICM
736
Intrepid Capital Management
Florida
$462K – – –
SHJ
737
Sharkey, Howes & Javer
Colorado
$461K -$73.1K -1,183 -14%
AF
738
Apollon Financial
South Carolina
$459K +$28.4K +460 +7%
DWT
739
Dorsey & Whitney Trust
South Dakota
$457K – – –
FCT
740
Family Capital Trust
Massachusetts
$451K – – –
PFWA
741
Paces Ferry Wealth Advisors
Georgia
$450K -$19.2K -310 -4%
WCM
742
Whitener Capital Management
North Carolina
$448K -$24.7K -400 -5%
CIC
743
Carnegie Investment Counsel
Ohio
$446K +$57.5K +1,014 +15%
SBIA
744
Sheaff Brock Investment Advisors
Indiana
$446K +$1.61K +26 +0.4%
RIL
745
Rothschild Investment LLC
Illinois
$442K +$24.1K +390 +6%
MWM
746
Mascoma Wealth Management
New Hampshire
$442K -$324K -5,252 -42%
AWA
747
Alta Wealth Advisors
Massachusetts
$441K +$1.24K +20 +0.3%
BFW
748
Brady Family Wealth
Missouri
$441K +$62 +1 +0%
PW
749
Potentia Wealth
California
$436K – – –
CA
750
Capital Advantage
California
$435K – – –
28 29
30
31 32