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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 %
DRP
1076
Decker Retirement Planning
Utah
$11.2K -$2.9K -47 -21%
POIA
1077
Pin Oak Investment Advisors
Texas
$11K – – –
KFP
1078
Keener Financial Planning
Texas
$11K +$11K +186 New
PPA
1079
Painted Porch Advisors
California
$10.8K – – –
SN
1080
Sittner & Nelson
Oregon
$10.3K +$10.3K +167 New
AWM
1081
Abound Wealth Management
Tennessee
$10.3K – – –
CAWM
1082
Capital A Wealth Management
Pennsylvania
$10.2K -$989 -16 -9%
MWA
1083
Moser Wealth Advisors
Washington
$8.77K +$8.77K +142 New
T
1084
Transce3nd
Texas
$8.53K – – –
RIA
1085
Realta Investment Advisors
Delaware
$6.29K +$62 +1 +1%
BTD
1086
BankPlus Trust Department
Mississippi
$5.81K – – –
BA
1087
Bristlecone Advisors
Washington
$5.62K +$5.62K +91 New
IHWM
1088
Iron Horse Wealth Management
Iowa
$5.38K – – –
IMC
1089
Investment Management Corporation
Virginia
$4.82K – – –
MA
1090
Montag & Associates
Georgia
$3.77K – – –
KIG
1091
Kessler Investment Group
Indiana
$3.27K – – –
DAM
1092
Delta Asset Management
Tennessee
$3.27K +$3.27K +53 New
B
1093
Birchbrook
Maine
$2.84K -$30.9K -500 -92%
IWM
1094
IMG Wealth Management
Florida
$2.37K – – –
FMP
1095
Financial Management Professionals
Texas
$2.29K – – –
PP
1096
PrairieView Partners
Minnesota
$2K – – –
SL
1097
Salomon & Ludwin
Virginia
$1.79K – – –
WWM
1098
Wolff Wiese Magana
California
$1.36K – – –
EAM
1099
Eukles Asset Management
Ohio
$1.36K – – –
BCPWM
1100
Bradley & Co Private Wealth Management
Florida
$1.24K – – –
42 43
44
45 46