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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,136 hedge funds and large institutions have $17.7B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 515 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+28
Holders Change %
+2.53%
% of All Funds
15.24%
Holding in Top 10
105
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.08%
% of All Funds
1.41%
New
110
Increased
515
Reduced
341
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$865M
2
LPL Financial
LPL Financial
California
$1.13B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$470M
4
Ameriprise
Ameriprise
Minnesota
$505M
5
HighTower Advisors
HighTower Advisors
Illinois
$274M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$850M
2
BlackRock
BlackRock
New York
$176M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$340M
4
DFG
Demars Financial Group
Washington
$442K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
1101
BOK Financial Private Wealth
Colorado
$11.5K +$11.5K +180 New
PPA
1102
Painted Porch Advisors
California
$11.2K – – –
KFP
1103
Keener Financial Planning
Texas
$11K – – –
SN
1104
Sittner & Nelson
Oregon
$10.7K – – –
AWM
1105
Abound Wealth Management
Tennessee
$10.6K – – –
PP
1106
Pacifica Partners
Canada
$10.2K +$10.2K +160 New
POIA
1107
Pin Oak Investment Advisors
Texas
$10K – – –
T
1108
Transce3nd
Texas
$9.27K +$448 +7 +5%
MWA
1109
Moser Wealth Advisors
Washington
$9.08K – – –
BFP
1110
Briaud Financial Planning
Texas
$7K +$7K +121 New
BTD
1111
BankPlus Trust Department
Mississippi
$6.01K – – –
NA
1112
Nordwand Advisors
Pennsylvania
$5.96K +$5.96K +93 New
IHWM
1113
Iron Horse Wealth Management
Iowa
$5.56K – – –
DFA
1114
DHJJ Financial Advisors
Illinois
$5.31K +$5.31K +83 New
IMC
1115
Investment Management Corporation
Virginia
$4.99K – – –
KA
1116
Kozak & Associates
Colorado
$4.09K +$4.09K +63 New
MA
1117
Montag & Associates
Georgia
$3.9K – – –
DAM
1118
Delta Asset Management
Tennessee
$3.39K – – –
KIG
1119
Kessler Investment Group
Indiana
$3.39K – – –
TCM
1120
Tradewinds Capital Management
Washington
$3.07K +$3.07K +48 New
B
1121
Birchbrook
Maine
$2.94K – – –
PCA
1122
Providence Capital Advisors
North Carolina
$2.62K +$2.62K +41 New
IWM
1123
IMG Wealth Management
Florida
$2.47K +$63 +1 +3%
FMP
1124
Financial Management Professionals
Texas
$2.37K – – –
BNP Paribas Financial Markets
1125
BNP Paribas Financial Markets
France
$2.11K -$646K -10,101 -100%
43 44
45
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