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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 %
RMDI
951
R.M. Davis Inc
Maine
$202K +$202K +3,262 New
PCM
952
Pennsylvania Capital Management
Pennsylvania
$202K +$202K +3,262 New
LWL
953
Leo Wealth LLC
Texas
$201K -$2.29M -37,106 -92%
GIA
954
GHP Investment Advisors
Colorado
$197K +$13.9K +225 +8%
ACA
955
American Capital Advisory
Idaho
$193K -$4.82K -78 -2%
CAM
956
Creekmur Asset Management
Illinois
$193K +$30.3K +491 +19%
SSB
957
Sandy Spring Bank
Maryland
$185K -$53.6K -868 -22%
EDRH
958
Edmond de Rothschild Holding
Switzerland
$185K -$905K -14,648 -83%
WTFG
959
Wood Tarver Financial Group
Idaho
$182K +$185 +3 +0.1%
MPWT
960
MassMutual Private Wealth & Trust
Connecticut
$175K +$26.1K +423 +18%
WIM
961
Westside Investment Management
California
$173K -$78.7K -1,273 -31%
DSC
962
Duncker Streett & Co
Missouri
$172K – – –
BBPWM
963
Blue Bell Private Wealth Management
Pennsylvania
$171K – – –
VWA
964
Valued Wealth Advisors
Utah
$170K -$1.05K -17 -0.6%
WBC
965
West Branch Capital
Massachusetts
$166K +$803 +13 +0.5%
BC
966
Barrett & Company
Rhode Island
$161K – – –
CPA
967
Cardiff Park Advisors
California
$157K +$803 +13 +0.5%
LFA
968
LGT Financial Advisors
Texas
$155K -$31.6K -512 -17%
Allspring Global Investments
969
Allspring Global Investments
North Carolina
$153K -$3.43M -55,602 -96%
SHIM
970
Stone House Investment Management
Pennsylvania
$143K +$143K +2,321 New
DJSG
971
D.J. St. Germain
Massachusetts
$141K – – –
RP
972
Rowlandmiller & Partners
Georgia
$137K – – –
PPWM
973
PFG Private Wealth Management
Florida
$136K – – –
WA
974
WPG Advisers
Maryland
$130K – – –
NS
975
NBC Securities
Alabama
$128K +$128K +2,078 +103,900%
37 38
39
40 41