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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 %
CAM
926
Concorde Asset Management
Michigan
$220K -$3.34K -56 -1%
TC
927
TFR Capital
Texas
$220K -$5.56K -90 -2%
BF
928
Brogan Financial
Tennessee
$219K +$1.11K +18 +0.5%
UB
929
UMB Bank
Missouri
$219K – – –
WSC
930
Wellington Shields & Co
New York
$218K +$36.9K +598 +20%
GAA
931
Guardian Asset Advisors
Pennsylvania
$217K -$20.7K -341 -9%
ACM
932
Advisors Capital Management
New Jersey
$216K -$43K -696 -17%
FFA
933
Founders Financial Alliance
North Carolina
$215K +$185 +3 +0.1%
HA
934
Huntleigh Advisors
Missouri
$214K – – –
SQA
935
Simon Quick Advisors
New Jersey
$213K -$41.1K -665 -16%
QCM
936
QRG Capital Management
Illinois
$213K -$18.8K -304 -8%
BWL
937
Bogart Wealth LLC
Virginia
$212K -$51.6M -835,841 -100%
AT
938
Arlington Trust
Alabama
$211K – – –
CCA
939
Clearwater Capital Advisors
Illinois
$211K -$219K -3,552 -51%
AMM
940
American Money Management
California
$211K -$8.4K -136 -4%
MNBTD
941
Moody National Bank Trust Division
Texas
$210K – – –
PW
942
Pandora Wealth
Illinois
$210K +$210K +3,400 New
GIA
943
Goodwin Investment Advisory
Georgia
$207K +$207K +3,357 New
OC
944
Oakworth Capital
Alabama
$207K – – –
WFP
945
Wrenne Financial Planning
Kentucky
$206K – – –
EP
946
Edgestream Partners
New Jersey
$204K +$204K +3,309 New
JFG
947
JMG Financial Group
Illinois
$204K – – –
OCM
948
One Capital Management
California
$204K -$6.18K -100 -3%
NSIM
949
North Star Investment Management
Illinois
$203K – – –
SLC
950
Second Line Capital
Louisiana
$202K +$202K +3,275 New
36 37
38
39 40