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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 %
GJIA
1001
Glass Jacobson Investment Advisors
Maryland
$70.9K – – –
BF
1002
BOK Financial
Oklahoma
$70.1K – – –
WF
1003
Wayfinding Financial
Washington
$70K +$70K +1,147 New
PA
1004
Pineridge Advisors
Missouri
$68.3K -$39.9K -645 -37%
HWA
1005
Heritage Wealth Advisors
Virginia
$68.2K – – –
WFA
1006
West Financial Advisors
Iowa
$67.8K -$33.4K -540 -33%
FWP
1007
FAS Wealth Partners
Kansas
$63K -$13.1K -212 -17%
QC
1008
Quent Capital
New York
$62.8K +$309 +5 +0.5%
BTI
1009
Blue Trust Inc
Georgia
$61.5K – – –
Lazard Asset Management
1010
Lazard Asset Management
New York
$61K +$61K +1,000 New
MWM
1011
MGB Wealth Management
Texas
$60.7K +$3.03K +49 +5%
S
1012
SignatureFD
Georgia
$60.3K -$66.2K -1,071 -52%
BL
1013
BFSG LLC
California
$60.2K – – –
WT
1014
Whittier Trust
California
$60K +$185 +3 +0.3%
DF
1015
Dunhill Financial
United Kingdom
$55.6K +$31.6K +526 +132%
MBFW
1016
Morton Brown Family Wealth
Pennsylvania
$55.5K – – –
MHR
1017
Matthew Hamilton Rosenberg
$55.4K – – –
HFS
1018
Hantz Financial Services
Michigan
$54K +$54K +866 New
NOI
1019
Newton One Investments
Delaware
$53.3K – – –
HCM
1020
Hollencrest Capital Management
California
$52.7K -$72.6K -1,175 -58%
BLC
1021
Brown, Lisle/Cummings
Rhode Island
$52.5K – – –
HWM
1022
Hemington Wealth Management
Virginia
$49K -$7.72K -126 -14%
EWP
1023
Elevation Wealth Partners
California
$47.9K +$247 +4 +0.5%
JFA
1024
JNBA Financial Advisors
Minnesota
$46.7K – – –
PFM
1025
Phillips Financial Management
Indiana
$46.4K – – –
39 40
41
42 43