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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 %
TSS
1126
Two Sigma Securities
New York
– -$520K -8,478 Closed
IF
1127
Intrua Financial
Texas
– -$496K -8,085 Closed
VPIM
1128
Vanguard Personalized Indexing Management
California
– -$490K -7,996 Closed
DWM
1129
Dynasty Wealth Management
Florida
– -$434K -7,074 Closed
ICP
1130
Impact Capital Partners
Colorado
– -$385K -6,270 Closed
SF
1131
Symphony Financial
Texas
– -$369K -5,843 Closed
RFP
1132
Root Financial Partners
California
– -$341K -5,554 Closed
BMM
1133
Buffington Mohr McNeal
Idaho
– -$300K -4,894 Closed
CAG
1134
Crestwood Advisors Group
Massachusetts
– -$298K -4,859 Closed
CFSG
1135
Community Financial Services Group
Vermont
– -$291K -4,752 Closed
UAG
1136
United Advisor Group
Ohio
– -$285K -4,648 Closed
AWA
1137
Aaron Wealth Advisors
Illinois
– -$274K -4,473 Closed
ATPW
1138
Ashton Thomas Private Wealth
Arizona
– -$257K -4,186 Closed
FWI
1139
Facet Wealth Inc
Maryland
– -$262K -4,139 Closed
WFS
1140
WealthGarden F.S.
California
– -$244K -3,977 Closed
SWIG
1141
Strategic Wealth Investment Group
Kentucky
– -$241K -3,933 Closed
CJ
1142
Caitlin John
Michigan
– -$240K -3,908 Closed
FCFC
1143
First Commonwealth Financial Corp
Pennsylvania
– -$228K -3,709 Closed
FPL
1144
Fortress Private Ledger
North Carolina
– -$221K -3,611 Closed
MM
1145
Meridian Management
Arkansas
– -$216K -3,519 Closed
BFG
1146
Berger Financial Group
Minnesota
– -$214K -3,489 Closed
MW
1147
Maia Wealth
Colorado
– -$221K -3,480 Closed
MCM
1148
M1 Capital Management
Michigan
– -$211K -3,432 Closed
SAM
1149
Secure Asset Management
Michigan
– -$206K -3,365 Closed
EFP
1150
EnRich Financial Partners
Wisconsin
– -$182K -2,974 Closed
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