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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 %
CWM
976
Cranbrook Wealth Management
Michigan
$122K – – –
KWM
977
Kiker Wealth Management
Georgia
$122K +$122K +1,967 New
CTC
978
Central Trust Company
Missouri
$119K -$41.3K -668 -26%
GWS
979
Glassman Wealth Services
Virginia
$116K -$40.6K -657 -26%
MIM
980
Marshall Investment Management
Colorado
$110K +$110K +1,776 New
CWM
981
Copia Wealth Management
Oregon
$110K -$24.1K -390 -18%
AIC
982
Archer Investment Corporation
Indiana
$107K +$62 +1 +0.1%
HI
983
Hoey Investments
Pennsylvania
$102K – – –
TSMHT
984
Thurston Springer Miller Herd & Titak
Indiana
$102K +$102K +1,642 New
EWA
985
EQ Wealth Advisors
Texas
$100K +$100K +1,625 New
MA
986
MCF Advisors
Kentucky
$99.5K +$1.24K +20 +1%
CWC
987
Carolinas Wealth Consulting
North Carolina
$97.6K +$185 +3 +0.2%
NWMP
988
Noble Wealth Management PBC
Colorado
$93.3K +$2.16K +35 +2%
BCMLT
989
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.3K +$61.8K +1,001 +210%
GG
990
Gleason Group
Kentucky
$90.4K +$433 +7 +0.5%
OHWP
991
Oak Harbor Wealth Partners
North Carolina
$85.3K – – –
LC
992
Lindbrook Capital
California
$85.2K -$35.6K -577 -29%
FDW
993
Fourth Dimension Wealth
Ohio
$80.7K -$36.6K -592 -31%
Bessemer Group
994
Bessemer Group
New Jersey
$79K -$106K -1,710 -57%
VCM
995
Versant Capital Management
Arizona
$78.3K +$432 +7 +0.6%
JGIA
996
Jackson Grant Investment Advisers
Connecticut
$75.9K – – –
PSFG
997
Park Square Financial Group
Georgia
$75.2K -$23.9K -387 -24%
GWP
998
Gen-Wealth Partners
Michigan
$75.2K -$6.49K -105 -8%
RI
999
Ridgewood Investments
New Jersey
$73K – – –
WT
1000
Washington Trust
Rhode Island
$71.6K – – –
38 39
40
41 42