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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,108 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, 385 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
15.05%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.54%
New
80
Increased
472
Reduced
385
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
$357M
2
LPL Financial
LPL Financial
California
$970M
3
HI
Horizon Investments
North Carolina
$31.3M
4
FWM
FFT Wealth Management
Pennsylvania
$39.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$494M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$3.07B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$587M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
4
BWL
Bogart Wealth LLC
Virginia
$212K
5
AT
American Trust
Kentucky
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
101
&Partners
Tennessee
$18M +$3.76M +61,459 +26%
VC
102
Vicus Capital
Pennsylvania
$17.8M -$2.79M -45,206 -14%
CAL
103
Capital Advisors Ltd
Ohio
$17.6M +$574K +9,294 +3%
SCA
104
Scott Capital Advisors
Oregon
$17.6M +$1.84M +29,731 +12%
CFO
105
Custos Family Office
Texas
$17.4M -$96.4K -1,561 -0.6%
WP
106
WealthPLAN Partners
Nebraska
$17.2M +$332K +5,373 +2%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$16.8M +$735K +11,895 +5%
DC
108
Davenport & Co
Virginia
$16.8M +$469K +7,590 +3%
MCB
109
Morton Community Bank
Illinois
$16.8M +$304K +4,918 +2%
FDP
110
Financiere des Professionnels
Quebec, Canada
$16.6M – – –
Natixis Advisors
111
Natixis Advisors
Massachusetts
$16.5M +$3.97M +64,191 +32%
CPSAC
112
Chas P. Smith & Associates (CPS)
Florida
$16.2M +$922K +14,928 +6%
MCM
113
MAI Capital Management
Ohio
$16M -$249K -4,028 -2%
WDL
114
Well Done LLC
Michigan
$16M -$48.5K -791 -0.3%
CTA
115
Colonial Trust Advisors
South Carolina
$15.6M +$981K +15,884 +7%
CAL
116
Capital Analysts LLC
Pennsylvania
$15.4M +$1.5M +24,357 +11%
FA
117
Flagstar Advisors
New York
$15.4M -$3.83K -62 -0%
IWC
118
Integrated Wealth Concepts
Massachusetts
$15.2M +$851K +13,773 +6%
RWP
119
Ridgecrest Wealth Partners
California
$14.4M +$314K +5,079 +2%
ES
120
Eagle Strategies
New York
$14.3M -$2.33M -37,755 -14%
PAG
121
Powers Advisory Group
Illinois
$14.1M +$1.22M +19,736 +9%
PP
122
PFS Partners
New Jersey
$14.1M -$114K -1,849 -0.8%
DAS
123
Dynamic Advisor Solutions
Arizona
$14.1M -$302K -4,895 -2%
HWM
124
HB Wealth Management
Georgia
$14M -$179K -2,901 -1%
RWA
125
Rooted Wealth Advisors
Illinois
$14M -$429K -7,601 -3%
3 4
5
6 7