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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,131 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 108 funds opening new positions, 513 increasing their positions, 340 reducing their positions, and 61 closing their positions.

Holders
1,131
Holders Change
+23
Holders Change %
+2.08%
% of All Funds
15.19%
Holding in Top 10
104
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.96%
% of All Funds
1.4%
New
108
Increased
513
Reduced
340
Closed
61
Calls
$99.6M
Puts
$352K
Net Calls
+$99.2M
Net Calls Change
+$100M

Top Buyers

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

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$850M
2
BlackRock
2
BlackRock
New York
$176M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$340M
4
DFG
4
Demars Financial Group
Washington
$442K
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$3.48M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$19M 297,697 -39,815 -12%
AWS
102
Atria Wealth Solutions
New York
$18.8M 292,635 -78,542 -21%
CAL
103
Capital Advisors Ltd
Ohio
$18.6M 291,354 +6,765 +2%
DC
104
Davenport & Co
Virginia
$18.5M 289,338 +16,986 +6%
CFO
105
Custos Family Office
Texas
$18.2M 284,544 +3,096 +1%
IWC
106
Integrated Wealth Concepts
Massachusetts
$18.2M 284,390 +38,683 +16%
MCB
107
Morton Community Bank
Illinois
$18.1M 282,892 +11,709 +4%
CPSAC
108
Chas P. Smith & Associates (CPS)
Florida
$18M 282,145 +19,178 +7%
FDP
109
Financiere des Professionnels
Quebec, Canada
$17.8M 278,800 +10,000 +4%
FHA
110
First Horizon Advisors
Tennessee
$17.8M 278,439 +94,980 +52%
HWM
111
HB Wealth Management
Georgia
$17.5M 274,356 +46,937 +21%
CTA
112
Colonial Trust Advisors
South Carolina
$16.7M 261,003 +8,856 +4%
RWA
113
Rooted Wealth Advisors
Illinois
$16.6M 256,739 +8,264 +3%
MCM
114
MAI Capital Management
Ohio
$16.4M 256,263 -2,302 -0.9%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$16.3M 255,380 +94,308 +59%
PFS
116
Prospera Financial Services
Texas
$15.7M 244,963 +54,938 +29%
CP
117
Capital Planning
Washington
$15.5M 242,217 -105,183 -30%
OS
118
Objectivity Squared
South Carolina
$15.4M 241,521 +55,912 +30%
PAG
119
Powers Advisory Group
Illinois
$15.4M 241,517 +12,865 +6%
WDL
120
Well Done LLC
Michigan
$15.4M 240,213 -19,996 -8%
TWG
121
The Wealth Group
Minnesota
$15.4M 240,141 -66,530 -22%
EWA
122
EverSource Wealth Advisors
Alabama
$15.3M 238,943 +38,433 +19%
TWA
123
Tandem Wealth Advisors
Arizona
$15.3M 238,806 +39,258 +20%
RWP
124
Ridgecrest Wealth Partners
California
$15.2M 237,137 +3,589 +2%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$15.1M 236,078 -36,562 -13%
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5
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