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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 %
VCM
1151
Virtue Capital Management
Tennessee
– -$700K -11,315 Closed
WC
1152
Wolfstich Capital
Massachusetts
– -$630K -10,192 Closed
EWA
1153
ERTS Wealth Advisors
Michigan
– -$621K -10,059 Closed
NC
1154
NovaPoint Capital
Georgia
– -$498K -8,057 Closed
SHJ
1155
Sharkey, Howes & Javer
Colorado
– -$461K -7,454 Closed
FF
1156
Francis Financial
– -$385K -6,238 Closed
SW
1157
SteelPeak Wealth
California
– -$383K -6,193 Closed
BFG
1158
Beacon Financial Group
Texas
– -$370K -5,997 Closed
EWM
1159
Empirical Wealth Management
Washington
– -$319K -5,159 Closed
Fisher Asset Management
1160
Fisher Asset Management
Washington
– -$307K -4,973 Closed
ZIC
1161
ZWJ Investment Counsel
Georgia
– -$272K -4,405 Closed
SGI
1162
Summit Global Investments
Utah
– -$247K -4,004 Closed
TCM
1163
Traynor Capital Management
Pennsylvania
– -$247K -3,994 Closed
FFB
1164
First Financial Bankshares
Texas
– -$242K -3,915 Closed
SPP
1165
Single Point Partners
Massachusetts
– -$238K -3,858 Closed
SPWM
1166
Straight Path Wealth Management
Michigan
– -$238K -3,854 Closed
ZIM
1167
Zacks Investment Management
Illinois
– -$231K -3,736 Closed
SW
1168
SVB Wealth
Massachusetts
– -$230K -3,717 Closed
PFG
1169
Prosperity Financial Group
California
– -$227K -3,673 Closed
BW
1170
BIP Wealth
Georgia
– -$226K -3,665 Closed
BWP
1171
Balboa Wealth Partners
Arizona
– -$225K -3,648 Closed
ACM
1172
Advisors Capital Management
New Jersey
– -$216K -3,503 Closed
CCA
1173
Clearwater Capital Advisors
Illinois
– -$211K -3,422 Closed
AMM
1174
American Money Management
California
– -$211K -3,419 Closed
GIA
1175
Goodwin Investment Advisory
Georgia
– -$207K -3,357 Closed
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