DGRO icon

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 %
MCM
926
Mattern Capital Management
Colorado
$235K -$58.1K -908 -20%
FFA
927
Florida Financial Advisors
Florida
$235K -$66.6K -1,042 -22%
HWA
928
HHM Wealth Advisors
Tennessee
$233K – – –
TFA
929
Tobias Financial Advisors
Florida
$232K -$18.2K -285 -7%
MAG
930
M3 Advisory Group
Massachusetts
$232K -$63.2K -989 -21%
MIM
931
MTM Investment Management
South Carolina
$232K – – –
RFP
932
Root Financial Partners
California
$231K +$231K +3,616 New
SC
933
Sapient Capital
Indiana
$228K – – –
BF
934
Brogan Financial
Tennessee
$228K +$1.22K +19 +0.5%
PCM
935
Prelude Capital Management
New York
$227K +$227K +3,546 New
UB
936
UMB Bank
Missouri
$226K – – –
IIC
937
Ironwood Investment Counsel
Arizona
$226K -$15.2K -237 -6%
HWMT
938
Heritage Wealth Management (Texas)
Texas
$226K +$226K +3,528 New
HFS
939
Hantz Financial Services
Michigan
$225K +$170K +2,653 +306%
FFA
940
Founders Financial Alliance
North Carolina
$225K +$2.17K +34 +1%
VAG
941
VisionPoint Advisory Group
Texas
$223K +$223K +3,493 New
HA
942
Huntleigh Advisors
Missouri
$221K – – –
SQA
943
Simon Quick Advisors
New Jersey
$221K +$192 +3 +0.1%
AT
944
Arlington Trust
Alabama
$219K – – –
MNBTD
945
Moody National Bank Trust Division
Texas
$218K – – –
PW
946
Pandora Wealth
Illinois
$217K – – –
BFS
947
Bradley Foster & Sargent
Connecticut
$216K -$286K -4,466 -57%
OC
948
Oakworth Capital
Alabama
$215K – – –
TC
949
TFR Capital
Texas
$214K -$13K -203 -6%
WFP
950
Wrenne Financial Planning
Kentucky
$214K – – –
36 37
38
39 40