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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 %
CWM
776
Collaborative Wealth Management
Florida
$420K – – –
TF
777
Trek Financial
Arizona
$419K +$35.7K +558 +9%
QWM
778
Quadcap Wealth Management
Texas
$417K +$1.47K +23 +0.4%
PWM
779
Perigon Wealth Management
California
$417K -$14.8K -231 -3%
BWM
780
Bernard Wealth Management
Michigan
$416K -$13.4K -210 -3%
FAM
781
Formidable Asset Management
Ohio
$413K – – –
CL
782
CVFG LLC
Indiana
$412K +$11.8K +185 +3%
BCA
783
Bay Capital Advisors
Virginia
$412K +$703 +11 +0.2%
EFMC
784
Empire Financial Management Company
New York
$406K -$1.92K -30 -0.5%
RBC
785
Romano Brothers & Co
Illinois
$405K +$6.39K +100 +2%
MLIC
786
Mandatum Life Insurance Company
Finland
$405K -$13.7K -215 -3%
TCBWMS
787
Texas Capital Bank Wealth Management Services
Texas
$404K +$27.9K +436 +7%
Franklin Resources
788
Franklin Resources
California
$403K – – –
SIA
789
Soltis Investment Advisors
Utah
$401K +$162K +2,534 +68%
AWM
790
Axxcess Wealth Management
California
$401K -$1.29M -20,136 -76%
GWP
791
Gateway Wealth Partners
Wisconsin
$401K +$6.27K +98 +2%
GWMR
792
GC Wealth Management RIA
Massachusetts
$400K +$87.3K +1,366 +28%
MCM
793
Mendel Capital Management
Arkansas
$400K +$512 +8 +0.1%
LRPA
794
L. Roy Papp & Associates
Arizona
$399K +$46.4K +725 +13%
TCWA
795
Turtle Creek Wealth Advisors
Texas
$396K +$396K +6,200 New
BLFG
796
Brian Low Financial Group
Louisiana
$393K +$393K +6,144 New
BWA
797
BCU Wealth Advisors
Illinois
$386K +$66.6K +1,041 +21%
FPWM
798
FSB Premier Wealth Management
Iowa
$385K +$1.41K +22 +0.4%
OFS
799
Orrstown Financial Services
Pennsylvania
$385K – – –
SWMG
800
Sanchez Wealth Management Group
Florida
$385K -$157K -2,462 -29%
30 31
32
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