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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 %
WIM
951
Westside Investment Management
California
$211K +$32.1K +502 +18%
JFG
952
JMG Financial Group
Illinois
$211K – – –
NSIM
953
North Star Investment Management
Illinois
$210K – – –
GF
954
Gimbal Financial
Indiana
$210K -$18.6M -291,582 -99%
PCM
955
Pennsylvania Capital Management
Pennsylvania
$209K +$192 +3 +0.1%
NAS
956
NWF Advisory Services
California
$208K +$208K +3,259 New
PD
957
Planning Directions
Pennsylvania
$208K +$208K +3,257 New
OCM
958
One Capital Management
California
$207K -$3.2K -50 -2%
LF
959
Lee Financial
Texas
$207K +$207K +3,240 New
AWA
960
Aaron Wealth Advisors
Illinois
$206K +$206K +3,224 New
KFP
961
KMG Fiduciary Partners
Ohio
$206K +$206K +3,223 New
SFS
962
Sharp Financial Services
Pennsylvania
$206K +$206K +3,222 New
SCM
963
Stordahl Capital Management
Colorado
$206K +$206K +3,220 New
WA
964
Wealth Architects
California
$205K +$205K +3,206 New
HWM
965
Hohimer Wealth Management
Washington
$205K +$205K +3,202 New
LWMNY
966
Landmark Wealth Management (New York)
New York
$202K +$202K +3,154 New
MWM
967
MGB Wealth Management
Texas
$202K +$139K +2,171 +221%
SB
968
Simmons Bank
Arkansas
$202K +$202K +3,152 New
VPIM
969
Vanguard Personalized Indexing Management
California
$201K +$201K +3,140 New
NFG
970
Nations Financial Group
Iowa
$200K +$200K +3,129 New
GIA
971
GHP Investment Advisors
Colorado
$192K -$11.4K -179 -6%
EDRH
972
Edmond de Rothschild Holding
Switzerland
$192K – – –
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$188K +$6.65K +104 +4%
PMFA
974
Plante Moran Financial Advisors
Michigan
$177K -$55.3K -865 -24%
VWA
975
Valued Wealth Advisors
Utah
$174K -$1.92K -30 -1%
37 38
39
40 41