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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 %
SIS
1051
Sound Income Strategies
Florida
$25.2K +$17.7K +287 +235%
MTIC
1052
Missouri Trust & Investment Company
Missouri
$24.7K – – –
TWD
1053
True Wealth Design
Ohio
$24.3K +$24.3K +393 New
BDPWM
1054
Barnes Dennig Private Wealth Management
Ohio
$23.8K +$23.8K +385 New
FMTCOCP
1055
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
LWMI
1056
Legacy Wealth Management (Idaho)
Idaho
$21.9K – – –
CTB
1057
Country Trust Bank
Illinois
$19.8K – – –
DPW
1058
DiNuzzo Private Wealth
Pennsylvania
$19.5K – – –
EWA
1059
Elevate Wealth Advisory
Georgia
$19K – – –
ITIM
1060
Indiana Trust & Investment Management
Indiana
$19K – – –
KFGG
1061
Keystone Financial Group (Georgia)
Georgia
$18.3K – – –
AW
1062
Avion Wealth
Texas
$18K – – –
CRFG
1063
Columbia River Financial Group
Washington
$18K +$18K +300 New
CA
1064
Clearstead Advisors
Ohio
$17.7K -$5.62K -91 -24%
MSFP
1065
Mark Sheptoff Financial Planning
Connecticut
$17.3K – – –
PK
1066
Pflug Koory
Nebraska
$15.8K – – –
MG
1067
Mather Group
Illinois
$15.1K – – –
TFGT
1068
TS Financial Group (TSFG)
Illinois
$15K – – –
CAM
1069
Costello Asset Management
Pennsylvania
$14.5K +$6.18K +100 +75%
WSCM
1070
Wellington Shields Capital Management
New York
$14.2K – – –
RF
1071
Rossby Financial
Florida
$14.2K +$14.2K +238 New
CIAS
1072
CBIZ Investment Advisory Services
Ohio
$12.7K +$12.7K +206 New
TIM
1073
Tortoise Investment Management
New York
$12.4K – – –
GBT
1074
Grove Bank & Trust
Florida
$12.4K +$12.4K +200 New
BIA
1075
Bell Investment Advisors
California
$11.9K – – –
41 42
43
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