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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,108 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 80 funds opening new positions, 472 increasing their positions, 385 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
15.05%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
80
Increased
472
Reduced
385
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
$357M
2
LPL Financial
LPL Financial
California
$970M
3
HI
Horizon Investments
North Carolina
$31.3M
4
FWM
FFT Wealth Management
Pennsylvania
$39.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$494M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$3.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
4
BWL
Bogart Wealth LLC
Virginia
$212K
5
AT
American Trust
Kentucky
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
76
Fifth Third Securities
Ohio
$25.6M +$671K +10,869 +3%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$25.6M +$1.94M +31,770 +8%
CIA
78
Compass Ion Advisors
Pennsylvania
$25.4M +$1M +16,244 +4%
LGWM
79
Litman Gregory Wealth Management
California
$24.4M +$2.72M +44,086 +13%
EH
80
Equitable Holdings
New York
$24M +$2.96M +47,953 +14%
Creative Planning
81
Creative Planning
Kansas
$23.1M +$9.03M +146,244 +64%
AWS
82
Atria Wealth Solutions
New York
$22.9M -$3.37M -54,536 -13%
AAS
83
Avantax Advisory Services
Texas
$22.5M +$1.68M +27,196 +8%
SIAS
84
Summit Investment Advisory Services
Minnesota
$22.4M -$363K -5,875 -2%
MFP
85
Meridian Financial Partners
Virginia
$22M +$432K +6,997 +2%
CWA
86
Consilio Wealth Advisors
Washington
$22M +$379K +6,142 +2%
AWAP
87
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$21.7M +$715K +11,580 +3%
CP
88
Capital Planning
Washington
$21.5M -$88.2K -1,427 -0.4%
APWA
89
Atlas Private Wealth Advisors
New Jersey
$21.2M +$2.22M +35,998 +12%
RPWA
90
Regent Peak Wealth Advisors
Georgia
$21.1M +$425K +6,876 +2%
AI
91
Atria Investments
North Carolina
$20.9M -$1.09M -17,569 -5%
RFC
92
Regions Financial Corp
Alabama
$20.8M -$432K -6,996 -2%
SM
93
Sweeney & Michel
California
$20M +$20M +361,780 New
SDWIA
94
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$19.5M +$632K +10,223 +3%
CL
95
Choreo LLC
Illinois
$19.5M +$311K +5,035 +2%
AFG
96
Allegheny Financial Group
Pennsylvania
$19.2M +$105K +1,703 +0.6%
TWG
97
The Wealth Group
Minnesota
$18.9M -$489K -7,913 -3%
KAS
98
Kestra Advisory Services
Texas
$18.9M -$81.4K -1,318 -0.4%
WIM
99
WealthPlan Investment Management
Nebraska
$18.3M -$1.29M -20,912 -7%
GF
100
Gimbal Financial
Indiana
$18.2M +$411K +6,654 +2%
2 3
4
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