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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 %
NWMG
776
National Wealth Management Group
Ohio
$394K +$4.82K +78 +1%
EFMC
777
Empire Financial Management Company
New York
$394K -$7.85K -127 -2%
Franklin Resources
778
Franklin Resources
California
$389K – – –
ZF
779
Zhang Financial
Michigan
$389K +$1.48K +24 +0.4%
CL
780
CVFG LLC
Indiana
$387K -$20.2K -327 -5%
FA
781
Fortis Advisors
Pennsylvania
$386K -$87.2K -1,412 -18%
ONB
782
Old National Bancorp
Indiana
$386K +$51.5K +834 +15%
MCM
783
Mendel Capital Management
Arkansas
$386K +$494 +8 +0.1%
FF
784
Francis Financial
$385K – – –
RBC
785
Romano Brothers & Co
Illinois
$385K +$12.4K +200 +3%
SW
786
SteelPeak Wealth
California
$383K -$96.5K -1,562 -20%
GWP
787
Gateway Wealth Partners
Wisconsin
$381K -$109K -1,761 -22%
HGA
788
Hobbs Group Advisors
South Carolina
$379K +$36.3K +587 +11%
OFS
789
Orrstown Financial Services
Pennsylvania
$372K – – –
TCM
790
Tandem Capital Management
New Jersey
$371K – – –
FPWM
791
FSB Premier Wealth Management
Iowa
$371K +$618 +10 +0.2%
BFG
792
Beacon Financial Group
Texas
$370K +$370K +5,997 New
TF
793
Trek Financial
Arizona
$370K +$370K +5,994 New
WSFS
794
Wilmington Savings Fund Society
Delaware
$370K -$11.6K -188 -3%
TIAA Trust, National Association
795
TIAA Trust, National Association
North Carolina
$370K -$86.5K -1,400 -19%
CA
796
Continuum Advisory
Idaho
$366K -$11.4K -185 -3%
CWA
797
Continuum Wealth Advisors
New York
$365K -$5.75K -93 -2%
TCBWMS
798
Texas Capital Bank Wealth Management Services
Texas
$364K – – –
FIM
799
FWL Investment Management
Texas
$362K -$117K -1,886 -24%
AG
800
Ascent Group
Virginia
$358K +$121K +1,960 +51%
30 31
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