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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 %
GWM
901
GDS Wealth Management
Texas
$239K – – –
HCC
902
Hirtle Callaghan & Co
Pennsylvania
$239K – – –
KFI
903
Key Financial Inc
Pennsylvania
$239K – – –
SPWM
904
Straight Path Wealth Management
Michigan
$238K +$238K +3,854 New
SPP
905
Single Point Partners
Massachusetts
$238K +$308 +5 +0.1%
CGFA
906
Colton Groome Financial Advisors
North Carolina
$237K +$237K +3,938 New
GP
907
Guardian Partners
Canada
$235K – – –
FNA
908
First National Advisers
Nebraska
$234K – – –
IIC
909
Ironwood Investment Counsel
Arizona
$233K +$233K +3,773 New
OC
910
Oarsman Capital
Wisconsin
$233K -$28.7K -465 -11%
SIA
911
Soltis Investment Advisors
Utah
$231K +$231K +3,744 New
DWP
912
Daymark Wealth Partners
Ohio
$231K -$24.3K -394 -10%
ZIM
913
Zacks Investment Management
Illinois
$231K -$891K -14,428 -79%
SW
914
SVB Wealth
Massachusetts
$230K +$185 +3 +0.1%
PFG
915
Prosperity Financial Group
California
$227K +$11K +178 +5%
BW
916
BIP Wealth
Georgia
$226K +$226K +3,665 New
TWCA
917
Two West Capital Advisors
Kansas
$226K -$135K -2,318 -37%
HWA
918
HHM Wealth Advisors
Tennessee
$225K -$4.88K -79 -2%
BWP
919
Balboa Wealth Partners
Arizona
$225K -$142K -2,306 -39%
RW
920
RVW Wealth
California
$225K -$7.35K -119 -3%
PMFA
921
Plante Moran Financial Advisors
Michigan
$225K – – –
MIM
922
MTM Investment Management
South Carolina
$224K – – –
NAS
923
Nicolet Advisory Services
Wisconsin
$222K +$11.3K +197 +5%
AAG
924
Armstrong Advisory Group
Massachusetts
$222K – – –
SC
925
Sapient Capital
Indiana
$221K +$221K +3,571 New
35 36
37
38 39