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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 %
CTI
851
Community Trust & Investment
Kentucky
$312K -$35.6K -556 -10%
MWP
852
Moller Wealth Partners
$312K +$26.4K +413 +9%
CPSC
853
Carl P. Sherr & Co
Massachusetts
$312K -$50.8K -795 -14%
BFC
854
Bedel Financial Consulting
Indiana
$311K -$4.8K -75 -2%
WFS
855
WealthGarden F.S.
California
$308K +$308K +4,771 New
BAM
856
BOS Asset Management
Illinois
$308K -$16.9K -265 -5%
HA
857
HFG Advisors
Ohio
$305K – – –
KFS
858
Kelly Financial Services
Massachusetts
$304K -$3.71K -58 -1%
IF
859
Integrity Financial
Wyoming
$302K -$384 -6 -0.1%
T. Rowe Price Associates
860
T. Rowe Price Associates
Maryland
$301K -$113K -1,755 -27%
LA
861
LM Advisors
California
$299K – – –
CI
862
CX Institutional
Indiana
$299K +$128 +2 +0%
EFG
863
Ethos Financial Group
Pennsylvania
$295K +$29.7K +465 +11%
BFIM
864
Beese Fulmer Investment Management
Ohio
$294K +$575 +9 +0.2%
Vontobel Holding
865
Vontobel Holding
Switzerland
$294K – – –
MWM
866
Maripau Wealth Management
Indiana
$292K +$292K +4,574 New
SAA
867
Southeast Asset Advisors
Georgia
$291K – – –
HT
868
Headlands Technologies
Illinois
$291K -$76.5K -1,197 -21%
HNB
869
Huntington National Bank
Ohio
$291K -$284K – –
M&T Bank
870
M&T Bank
New York
$290K – – –
RFA
871
Resurgent Financial Advisors
Georgia
$290K +$290K +4,528 New
SFS
872
Security Financial Services
Indiana
$289K -$222K -3,465 -43%
CRWM
873
Castle Rock Wealth Management
California
$289K +$1.5K +23 +0.5%
CCM
874
Coldstream Capital Management
Washington
$288K +$22.3K +349 +8%
NWA
875
Navis Wealth Advisors
New York
$288K – – –
33 34
35
36 37