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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 %
HT
801
Headlands Technologies
Illinois
$355K -$42.3K -684 -11%
AF
802
Abound Financial
California
$353K +$62 +1 +0%
VA
803
Vident Advisory
Georgia
$352K – – –
CPSC
804
Carl P. Sherr & Co
Massachusetts
$350K – – –
SAM
805
Silvercrest Asset Management
New York
$349K +$371 +6 +0.1%
IWP
806
Insight Wealth Partners
Texas
$343K – – –
AA
807
Addison Advisors
Vermont
$341K +$2.04K +33 +0.6%
LRPA
808
L. Roy Papp & Associates
Arizona
$340K – – –
DW30
809
Drucker Wealth 3.0
New Jersey
$339K -$1.98K -32 -0.6%
CTI
810
Community Trust & Investment
Kentucky
$336K +$23.5K +380 +8%
EIA
811
Eastover Investment Advisors
North Carolina
$335K -$228K -3,695 -41%
CIR
812
Clear Investment Research
Georgia
$334K -$309 -5 -0.1%
CWM
813
Castle Wealth Management
Florida
$334K – – –
HAIM
814
Hunter Associates Investment Management
Pennsylvania
$334K – – –
FFWM
815
Future Financial Wealth Management
Ohio
$334K -$30.6K -496 -8%
BDFN
816
Bond & Devick Financial Network
Minnesota
$333K – – –
PA
817
Planning Alternatives
Michigan
$328K -$556 -9 -0.2%
RHP
818
Royal Harbor Partners
Texas
$327K +$1.67K +27 +0.5%
PWM
819
Pacific Wealth Management
California
$326K – – –
SC
820
Soundwatch Capital
Connecticut
$326K -$23.7K -384 -7%
GWSG
821
GPS Wealth Strategies Group
Colorado
$326K +$32.8K +531 +11%
TSWM
822
Tyler-Stone Wealth Management
Ohio
$325K +$618 +10 +0.2%
OHIS
823
Oak Harvest Investment Services
Texas
$325K +$62 +1 +0%
RFN
824
RDA Financial Network
Iowa
$324K -$90.8K -1,470 -22%
LWM
825
LongView Wealth Management
Georgia
$320K +$30.6K +496 +11%
31 32
33
34 35