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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 80 funds opening new positions, 472 increasing their positions, 386 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
15.07%
Holding in Top 10
114
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.79%
% of All Funds
1.55%
New
80
Increased
472
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 %
PWMG
1151
Private Wealth Management Group
New Jersey
– -$132K -2,157 Closed
LDB
1152
Lee, Danner & Bass
Tennessee
– -$113K -1,850 Closed
CP
1153
Castleview Partners
Texas
– -$103K -1,686 Closed
EF
1154
Empowered Funds
Pennsylvania
– -$94.2K -1,535 Closed
SMAM
1155
Sugar Maple Asset Management
Wisconsin
– -$85.9K -1,400 Closed
NWWA
1156
New Wave Wealth Advisors
Arkansas
– -$49.1K -800 Closed
VHAM
1157
Van Hulzen Asset Management
California
– -$48.6K -793 Closed
YDMI
1158
Y.D. More Investments
Israel
– -$33.1K -540 Closed
RCM
1159
Raleigh Capital Management
North Carolina
– -$31.7K -516 Closed
EPW
1160
Endeavor Private Wealth
Kansas
– -$13.6K -222 Closed
PFA
1161
Pathway Financial Advisers
Indiana
– -$11.8K -193 Closed
VWM
1162
Venturi Wealth Management
Texas
– -$10.7K -174 Closed
CMA
1163
Cedar Mountain Advisors
Oregon
– -$10.4K -170 Closed
CB
1164
CNB Bank
Pennsylvania
– -$9.2K -150 Closed
SAM
1165
Synergy Asset Management
Washington
– -$8.9K -142 Closed
PPC
1166
Park Place Capital
Alabama
– -$5.58K -91 Closed
MFS
1167
Mattson Financial Services
Michigan
– -$3.57K -57 Closed
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