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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 %
CIC
826
Chilton Investment Company
Connecticut
$320K – – –
EWM
827
Empirical Wealth Management
Washington
$319K +$319K +5,159 New
SPWG
828
Syntegra Private Wealth Group
Missouri
$315K +$6.43K +104 +2%
PFG
829
Pinnacle Financial Group
Illinois
$315K +$25.1K +407 +9%
BAM
830
BOS Asset Management
Illinois
$314K +$25.7K +416 +9%
CMS
831
Capital Market Strategies
Florida
$310K -$357K -5,777 -53%
IIA
832
Integrity Investment Advisors
Colorado
$310K +$310K +5,022 New
LWM
833
Liberty Wealth Management
California
$309K +$309K +5,006 New
SCM
834
SOL Capital Management
Maryland
$309K – – –
TCA
835
Transcend Capital Advisors
New Jersey
$309K – – –
CA
836
Calton & Associates
Florida
$309K +$309K +4,997 New
BWA
837
BCU Wealth Advisors
Illinois
$309K +$1.24K +20 +0.4%
Fisher Asset Management
838
Fisher Asset Management
Washington
$307K +$307K +4,973 New
PTC
839
Philadelphia Trust Company
Pennsylvania
$305K – – –
GWMR
840
GC Wealth Management RIA
Massachusetts
$302K -$1.92K -31 -0.6%
KFS
841
Kelly Financial Services
Massachusetts
$298K -$5.87K -95 -2%
BFC
842
Bedel Financial Consulting
Indiana
$297K -$35.1K -584 -11%
HA
843
HFG Advisors
Ohio
$295K +$7.48K +121 +3%
OFS
844
OneAscent Financial Services
Alabama
$294K -$93.9K -1,524 -24%
Empower Advisory Group
845
Empower Advisory Group
Colorado
$294K -$55K -890 -16%
IF
846
Integrity Financial
Wyoming
$293K +$3.21K +52 +1%
FFA
847
Florida Financial Advisors
Florida
$290K +$37.7K +612 +15%
LA
848
LM Advisors
California
$289K – – –
CI
849
CX Institutional
Indiana
$289K +$289K +4,671 New
MAG
850
M3 Advisory Group
Massachusetts
$285K -$113K -1,836 -28%
32 33
34
35 36