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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 %
TCPW
1101
Twin City Private Wealth
North Carolina
$1.17K +$1.17K +19 New
CA
1102
Centerpoint Advisors
Massachusetts
$1K – – –
DWM
1103
Dogwood Wealth Management
Kansas
$927 – – –
BOJHT
1104
Bank of Jackson Hole Trust
Wyoming
$513 – – –
TRCT
1105
Tower Research Capital (TRC)
New York
$185 -$123 -2 -40%
GC
1106
Garde Capital
Washington
$137 +$137 +2 New
SFCL
1107
Strengthening Families & Communities LLC
Massachusetts
$126 – – –
NC
1108
NewSquare Capital
Pennsylvania
$52 – – –
TGAM
1109
TBH Global Asset Management
Tennessee
– -$16.5M -269,710 Closed
LCAM
1110
London & Capital Asset Management
United Kingdom
– -$16M -260,961 Closed
QC
1111
Quadrature Capital
United Kingdom
– -$10.4M -169,785 Closed
TCMP
1112
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$6.26M -102,047 Closed
IAA
1113
Independent Advisor Alliance
North Carolina
– -$6.11M -99,687 Closed
SWM
1114
Scissortail Wealth Management
Oklahoma
– -$5.64M -92,003 Closed
Susquehanna International Group
1115
Susquehanna International Group
Pennsylvania
– -$4.53M -73,786 Closed
CCC
1116
Compass Capital Corp
Massachusetts
– -$4.45M -70,433 Closed
CFGS
1117
Concourse Financial Group Securities
Alabama
– -$4.27M -67,817 Closed
D.E. Shaw & Co
1118
D.E. Shaw & Co
New York
– -$2.89M -47,123 Closed
Citadel Advisors
1119
Citadel Advisors
Florida
– -$2.45M -39,929 Closed
MFWM
1120
Motley Fool Wealth Management
Virginia
– -$2.15M -35,055 Closed
OMC
1121
Old Mission Capital
Illinois
– -$1.17M -19,141 Closed
GG
1122
Greenwood Gearhart
Arkansas
– -$1.06M -17,257 Closed
LNWTC
1123
Laird Norton Wetherby Trust Company
Washington
– -$1.06M -17,254 Closed
RIA
1124
Regal Investment Advisors
Michigan
– -$794K -12,936 Closed
SWM
1125
Silverlake Wealth Management
Vermont
– -$578K -9,415 Closed
43 44
45
46 47