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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 %
AOI
126
Auto-Owners Insurance
Michigan
$14M -$28.4M -462,200 -67%
JWM
127
Jackson Wealth Management
Florida
$13.9M +$291K +4,705 +2%
BTWM
128
Brass Tax Wealth Management
Ohio
$13.2M +$576K +9,319 +5%
AWM
129
Accel Wealth Management
Iowa
$13.2M +$3.18M +51,538 +32%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$13M -$918K -14,857 -7%
CAS
131
Coppell Advisory Solutions
Texas
$12.9M +$12.8M +276,824 +8,816%
IA
132
IFS Advisors
Kansas
$12.8M +$152K +2,467 +1%
PJWM
133
Philip James Wealth Mangement
Georgia
$12.6M -$66.3K -1,073 -0.5%
MA
134
Mutual Advisors
Nebraska
$12.6M +$175K +2,943 +1%
HCP
135
Holt Capital Partners
Texas
$12.5M +$140K +2,274 +1%
EWA
136
EverSource Wealth Advisors
Alabama
$12.4M +$1M +16,256 +9%
TWA
137
Tandem Wealth Advisors
Arizona
$12.3M -$303K -4,913 -2%
AF
138
Apexium Financial
Texas
$12.2M +$127K +2,058 +1%
SIM
139
Stratos Investment Management
Ohio
$12.2M +$1.5M +24,238 +14%
AssetMark Inc
140
AssetMark Inc
California
$12.1M -$851K -13,780 -7%
SC
141
Savant Capital
Illinois
$12.1M -$875K -14,167 -7%
DI
142
DDFG Inc
California
$12M +$1.02M +16,562 +9%
JAG
143
Journey Advisory Group
Kentucky
$11.9M -$1.15M -18,611 -9%
BFA
144
Beaumont Financial Advisors
Massachusetts
$11.9M +$85.6K +1,385 +0.7%
VCP
145
Verus Capital Partners
Arizona
$11.9M +$415K +6,717 +4%
WP
146
WealthShield Partners
North Carolina
$11.8M +$1.41M +22,792 +14%
KOMWMG
147
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.8M -$5.52M -89,398 -32%
PFS
148
Prospera Financial Services
Texas
$11.7M +$2.29M +37,088 +24%
CFP
149
Cypress Financial Planning
New Jersey
$11.7M -$370K -5,983 -3%
FA
150
FC Advisory
Pennsylvania
$11.6M +$411K +6,647 +4%
4 5
6
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