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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 %
WBC
976
West Branch Capital
Massachusetts
$173K +$895 +14 +0.5%
BBPWM
977
Blue Bell Private Wealth Management
Pennsylvania
$172K -$4.54K -71 -3%
BC
978
Barrett & Company
Rhode Island
$166K – – –
CPA
979
Cardiff Park Advisors
California
$163K +$831 +13 +0.5%
WTFG
980
Wood Tarver Financial Group
Idaho
$163K -$25.3K -396 -13%
JWA
981
JFS Wealth Advisors
Pennsylvania
$157K +$125K +1,954 +395%
AG
982
AmeriFlex Group
Nevada
$155K -$278K -4,379 -64%
BWL
983
Bogart Wealth LLC
Virginia
$155K -$64K -1,001 -29%
LFA
984
LGT Financial Advisors
Texas
$152K -$8.38K -131 -5%
CTC
985
Central Trust Company
Missouri
$151K +$28.6K +447 +23%
SHIM
986
Stone House Investment Management
Pennsylvania
$149K +$448 +7 +0.3%
DJSG
987
D.J. St. Germain
Massachusetts
$146K – – –
RP
988
Rowlandmiller & Partners
Georgia
$142K – – –
NS
989
NBC Securities
Alabama
$139K +$6.13K +96 +5%
WA
990
WPG Advisers
Maryland
$134K – – –
ACA
991
American Capital Advisory
Idaho
$131K -$68.8K -1,076 -34%
CWM
992
Cranbrook Wealth Management
Michigan
$126K – – –
BIG
993
Brooklyn Investment Group
New York
$125K +$125K +1,949 New
EWM
994
EPG Wealth Management
Georgia
$120K -$1.67M -26,056 -93%
GWS
995
Glassman Wealth Services
Virginia
$120K – – –
TSMHT
996
Thurston Springer Miller Herd & Titak
Indiana
$119K +$14.2K +222 +14%
LBC
997
Lowe Brockenbrough & Co
Virginia
$113K +$113K +1,768 New
AIC
998
Archer Investment Corporation
Indiana
$111K +$64 +1 +0.1%
MA
999
MCF Advisors
Kentucky
$107K +$3.77K +59 +4%
WSC
1000
Wellington Shields & Co
New York
$106K -$119K -1,865 -53%
38 39
40
41 42