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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 %
DFG
801
Dynamic Financial Group
Iowa
$377K +$377K +5,890 New
PCH
802
PGIM Custom Harvest
New Jersey
$373K -$468K -7,324 -56%
LSA
803
Lion Street Advisors
Texas
$369K +$369K +5,768 New
TCM
804
Tandem Capital Management
New Jersey
$368K -$16K -250 -4%
CRI
805
Commonwealth Retirement Investments
Virginia
$365K +$83.6K +1,307 +30%
AF
806
Abound Financial
California
$365K – – –
VA
807
Vident Advisory
Georgia
$365K – – –
CWM
808
Castle Wealth Management
Florida
$361K +$15.2K +238 +4%
SAM
809
Silvercrest Asset Management
New York
$361K -$64 -1 -0%
CA
810
Continuum Advisory
Idaho
$360K -$19.5K -305 -5%
EP
811
Edgestream Partners
New Jersey
$360K +$148K +2,315 +70%
AAG
812
Armstrong Advisory Group
Massachusetts
$355K +$124K +1,941 +54%
GWSG
813
GPS Wealth Strategies Group
Colorado
$355K +$18.2K +285 +5%
IWP
814
Insight Wealth Partners
Texas
$355K – – –
AA
815
Addison Advisors
Vermont
$353K – – –
Betterment LLC
816
Betterment LLC
New York
$350K -$63.1K -987 -15%
LWM
817
Liberty Wealth Management
California
$347K +$27K +423 +8%
EIA
818
Eastover Investment Advisors
North Carolina
$347K – – –
HAIM
819
Hunter Associates Investment Management
Pennsylvania
$345K – – –
FFWM
820
Future Financial Wealth Management
Ohio
$345K -$703 -11 -0.2%
BDFN
821
Bond & Devick Financial Network
Minnesota
$345K – – –
DW30
822
Drucker Wealth 3.0
New Jersey
$342K -$13.6K -209 -4%
APW
823
Aurora Private Wealth
New Jersey
$342K -$200K -3,128 -37%
AAS
824
Annex Advisory Services
Wisconsin
$342K -$154K -2,407 -31%
SPF
825
South Plains Financial
Texas
$342K +$47.1K +737 +16%
31 32
33
34 35