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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 %
CWA
751
Core Wealth Advisors
Florida
$432K – – –
NEPWA
752
New England Private Wealth Advisors
Massachusetts
$431K -$556 -9 -0.1%
GWAG
753
Garrett Wealth Advisory Group
Texas
$429K -$35.9K -581 -8%
HDIM
754
Hanson & Doremus Investment Management
Vermont
$429K – – –
CAGAS
755
Capital Advisory Group Advisory Services
Minnesota
$429K -$4.94K -80 -1%
FCCM
756
First City Capital Management
Georgia
$428K – – –
RWM
757
Riverchase Wealth Management
Texas
$422K – – –
KeyBank National Association
758
KeyBank National Association
Ohio
$422K +$309 +5 +0.1%
AG
759
AmeriFlex Group
Nevada
$422K +$42.6K +689 +11%
SG
760
Stanich Group
New York
$421K – – –
EWM
761
Evermay Wealth Management
Virginia
$420K – – –
PWM
762
Perigon Wealth Management
California
$417K -$27K -437 -6%
DWM
763
Destination Wealth Management
California
$415K +$2.16K +35 +0.5%
BWM
764
Bernard Wealth Management
Michigan
$415K -$70.7K -1,144 -15%
QCG
765
Quadrant Capital Group
Ohio
$414K -$40.8K -661 -9%
FAM
766
Formidable Asset Management
Ohio
$413K – – –
CPBTD
767
Central Pacific Bank - Trust Division
Hawaii
$411K -$116K -1,870 -22%
TPWA
768
TRUE Private Wealth Advisors
Oregon
$408K +$13.2K +213 +3%
CWM
769
Collaborative Wealth Management
Florida
$406K -$74.6K -1,208 -16%
MLIC
770
Mandatum Life Insurance Company
Finland
$404K – – –
QWM
771
Quadcap Wealth Management
Texas
$401K -$3.71K -60 -0.9%
KHCM
772
Kirtland Hills Capital Management
Ohio
$400K +$400K +6,866 New
T. Rowe Price Associates
773
T. Rowe Price Associates
Maryland
$399K – – –
Betterment LLC
774
Betterment LLC
New York
$399K +$85K +1,377 +27%
BCA
775
Bay Capital Advisors
Virginia
$397K -$121K -1,955 -23%
29 30
31
32 33