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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 %
PCMF
901
Private Capital Management (Florida)
Florida
$261K +$4.73K +74 +2%
CS
902
Capital Square
Tennessee
$260K +$6.29K +97 +2%
GP
903
Guardian Partners
Canada
$260K – – –
S
904
Sachetta
Massachusetts
$258K +$448 +7 +0.2%
NA
905
Note Advisors
New York
$257K +$1.54K +24 +0.6%
AG
906
Ascent Group
Virginia
$257K -$114K -1,781 -31%
FWI
907
Facet Wealth Inc
Maryland
$256K +$256K +3,962 New
Deutsche Bank
908
Deutsche Bank
Germany
$254K – – –
AO
909
Advisor OS
Illinois
$252K +$252K +3,946 New
CWM
910
Cedar Wealth Management
California
$252K – – –
MP
911
McDonald Partners
Ohio
$251K -$32K -500 -11%
LSWP
912
Liberty Square Wealth Partners
Pennsylvania
$249K – – –
VH
913
Visionary Horizons
Tennessee
$249K +$128 +2 +0.1%
CWM
914
Calamos Wealth Management
Illinois
$248K +$248K +3,882 New
GWM
915
GDS Wealth Management
Texas
$248K – – –
HCC
916
Hirtle Callaghan & Co
Pennsylvania
$247K – – –
MHWM
917
Montz Harcus Wealth Management
Louisiana
$246K +$246K +3,855 New
FWP
918
Firethorn Wealth Partners
Georgia
$246K -$3.01K -47 -1%
FNA
919
First National Advisers
Nebraska
$242K – – –
OC
920
Oarsman Capital
Wisconsin
$241K – – –
JSW
921
Journey Strategic Wealth
New Jersey
$241K -$30.4K -475 -11%
DWP
922
Daymark Wealth Partners
Ohio
$240K +$831 +13 +0.3%
QCM
923
QRG Capital Management
Illinois
$240K +$19.7K +308 +9%
CGFA
924
Colton Groome Financial Advisors
North Carolina
$236K -$16.2K -254 -6%
RMDI
925
R.M. Davis Inc
Maine
$235K +$26.7K +418 +13%
35 36
37
38 39