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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 %
SPF
851
South Plains Financial
Texas
$285K – – –
Vontobel Holding
852
Vontobel Holding
Switzerland
$284K – – –
HNB
853
Huntington National Bank
Ohio
$284K -$225K – –
BFIM
854
Beese Fulmer Investment Management
Ohio
$284K – – –
AWA
855
Amplius Wealth Advisors
Pennsylvania
$283K +$80.3K +1,300 +40%
MCM
856
Mattern Capital Management
Colorado
$283K -$4.39K -71 -2%
EL
857
Essex LLC
Illinois
$282K – – –
SAA
858
Southeast Asset Advisors
Georgia
$281K -$1.36K -22 -0.5%
FIM
859
Freedom Investment Management
Connecticut
$281K -$9.47M -153,227 -97%
M&T Bank
860
M&T Bank
New York
$280K +$280K +4,534 New
NWA
861
Navis Wealth Advisors
New York
$278K – – –
CAG
862
Curtis Advisory Group
California
$278K – – –
AMCA
863
Arthur M. Cohen & Associates
Illinois
$278K – – –
BZWA
864
Blue Zone Wealth Advisors
California
$278K +$278K +4,500 New
PA
865
Procyon Advisors
Connecticut
$276K -$67.6K -1,094 -20%
MWP
866
Moller Wealth Partners
$276K +$618 +10 +0.2%
TCOV
867
Trust Company of Vermont
Vermont
$275K – – –
SYBT
868
Stock Yards Bank & Trust
Kentucky
$274K – – –
MP
869
McDonald Partners
Ohio
$273K -$46.3K -750 -14%
CRWM
870
Castle Rock Wealth Management
California
$272K +$1.35K +22 +0.5%
ZIC
871
ZWJ Investment Counsel
Georgia
$272K -$220K -3,569 -45%
CRI
872
Commonwealth Retirement Investments
Virginia
$272K -$20.7K -335 -7%
WW
873
Waterfront Wealth
Kansas
$269K +$7.04K +114 +3%
HFA
874
High Falls Advisors
New York
$269K -$31.2K -505 -10%
SIMC
875
Squire Investment Management Company
Utah
$269K -$61.1K -989 -19%
33 34
35
36 37