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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 %
OPTFSNA
1026
Old Point Trust & Financial Services N A
Virginia
$46.3K – – –
DWM
1027
Darwin Wealth Management
Florida
$45.2K – – –
BAM
1028
Bellevue Asset Management
Washington
$43.9K -$8.59K -139 -16%
GWM
1029
Graybill Wealth Management
Illinois
$43.3K +$43.3K +702 New
HFS
1030
Hughes Financial Services
Virginia
$42.1K +$42.1K +684 New
TF
1031
Tompkins Financial
New York
$41.3K – – –
SIM
1032
Synergy Investment Management
Florida
$38.4K +$1.36K +22 +4%
OA
1033
Operose Advisors
Wisconsin
$34.8K – – –
Russell Investments Group
1034
Russell Investments Group
United Kingdom
$34.7K -$2.1K -34 -6%
IWP
1035
IAG Wealth Partners
Wisconsin
$33.9K – – –
TC
1036
Truvestments Capital
Florida
$33.7K +$6.49K +105 +24%
MAS
1037
MPWM Advisory Solutions
Georgia
$33.1K +$124 +2 +0.4%
VWWMG
1038
Vermillion & White Wealth Management Group
Pennsylvania
$32.9K +$32.9K +533 New
AGWCA
1039
Annis Gardner Whiting Capital Advisors
Florida
$32.8K – – –
IBOK
1040
Independence Bank of Kentucky
Kentucky
$31.2K – – –
HCM
1041
Horrell Capital Management
Arkansas
$30.9K – – –
JWA
1042
JFS Wealth Advisors
Pennsylvania
$30.6K +$11.6K +187 +61%
CPG
1043
Cornerstone Planning Group
New Jersey
$29.6K +$29.6K +504 New
SCA
1044
Stuart Chaussee & Associates
California
$29.5K – – –
RWM
1045
Rialto Wealth Management
New York
$29.5K -$3.52K -57 -11%
NWM
1046
Nova Wealth Management
Florida
$28.7K – – –
AWM
1047
Accredited Wealth Management
Kentucky
$27.8K – – –
RA
1048
Rise Advisors
New York
$27.5K +$27.5K +445 New
UIA
1049
Ulland Investment Advisors
Minnesota
$27K – – –
MSWM
1050
Mowery & Schoenfeld Wealth Management
Illinois
$26.1K -$41K -664 -61%
40 41
42
43 44