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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 %
CIR
826
Clear Investment Research
Georgia
$341K -$5.12K -80 -1%
WJWM
827
Williams Jones Wealth Management
New York
$341K +$341K +5,331 New
RHP
828
Royal Harbor Partners
Texas
$340K +$1.79K +28 +0.5%
CWA
829
Continuum Wealth Advisors
New York
$339K -$38.4K -601 -10%
GAG
830
GM Advisory Group
New York
$339K +$339K +5,300 New
PWM
831
Pacific Wealth Management
California
$338K – – –
TSWM
832
Tyler-Stone Wealth Management
Ohio
$337K +$703 +11 +0.2%
OHIS
833
Oak Harvest Investment Services
Texas
$336K +$128 +2 +0%
SC
834
Soundwatch Capital
Connecticut
$335K – – –
PA
835
Planning Alternatives
Michigan
$335K -$3.9K -61 -1%
TCOV
836
Trust Company of Vermont
Vermont
$332K +$47.9K +749 +17%
RFA
837
Rollins Financial Advisors
New York
$329K +$329K +5,150 New
CMS
838
Capital Market Strategies
Florida
$329K +$7.35K +115 +2%
GWS
839
Greykasell Wealth Strategies
California
$325K +$325K +5,088 New
SC
840
Syon Capital
California
$323K +$323K +5,050 New
IIA
841
Integrity Investment Advisors
Colorado
$321K – – –
SCM
842
SOL Capital Management
Maryland
$320K – – –
TCA
843
Transcend Capital Advisors
New Jersey
$320K – – –
GP
844
Geneva Partners
Wisconsin
$318K +$57.9K +905 +22%
MWM
845
Mascoma Wealth Management
New Hampshire
$317K -$141K -2,201 -31%
AC
846
Avant Capital
Louisiana
$317K +$65.7K +1,028 +26%
AA
847
Armis Advisers
Georgia
$316K +$47.6K +734 +18%
PTC
848
Philadelphia Trust Company
Pennsylvania
$316K – – –
FIM
849
FWL Investment Management
Texas
$315K -$58.8K -919 -16%
SPWG
850
Syntegra Private Wealth Group
Missouri
$313K -$12.5K -196 -4%
32 33
34
35 36