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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 %
IP
876
Integras Partners
Georgia
$268K +$247 +4 +0.1%
SAM
877
SP Asset Management
California
$265K +$989 +16 +0.4%
JSW
878
Journey Strategic Wealth
New Jersey
$262K -$24.7K -399 -9%
CCM
879
Coldstream Capital Management
Washington
$257K -$14.1K -228 -5%
EFG
880
Ethos Financial Group
Pennsylvania
$255K – – –
AAP
881
Arax Advisory Partners
Colorado
$253K -$7.79K -126 -3%
GP
882
Geneva Partners
Wisconsin
$252K +$42.4K +687 +20%
FDCDDQ
883
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K +$67.7K +1,096 +37%
SP
884
Stonebrook Private
Michigan
$249K -$117K -1,895 -32%
AA
885
Armis Advisers
Georgia
$249K +$249K +4,143 New
S
886
Sachetta
Massachusetts
$249K -$35.5K -574 -12%
PCMF
887
Private Capital Management (Florida)
Florida
$248K +$248K +4,012 New
SGI
888
Summit Global Investments
Utah
$247K +$247K +4,004 New
NA
889
Note Advisors
New York
$247K -$19.2K -310 -7%
TCM
890
Traynor Capital Management
Pennsylvania
$247K +$3.95K +64 +2%
Deutsche Bank
891
Deutsche Bank
Germany
$246K – – –
CWM
892
Cedar Wealth Management
California
$243K – – –
AC
893
Avant Capital
Louisiana
$243K +$243K +3,926 New
TFA
894
Tobias Financial Advisors
Florida
$242K +$1.05K +17 +0.4%
FFB
895
First Financial Bankshares
Texas
$242K +$10.7K +173 +5%
CS
896
Capital Square
Tennessee
$242K -$3.09K -50 -1%
IPA
897
Investment Planning Advisors
Georgia
$241K +$241K +3,906 New
LSWP
898
Liberty Square Wealth Partners
Pennsylvania
$241K – – –
VH
899
Visionary Horizons
Tennessee
$240K +$240K +3,891 New
FWP
900
Firethorn Wealth Partners
Georgia
$240K -$11.7K -189 -5%
34 35
36
37 38