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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 79 funds opening new positions, 473 increasing their positions, 386 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
15.06%
Holding in Top 10
114
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.79%
% of All Funds
1.55%
New
79
Increased
473
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 %
FA
151
FC Advisory
Pennsylvania
$11.6M +$411K +6,647 +4%
MWM
152
Meridian Wealth Management
Kentucky
$11.6M +$96.5K +1,562 +0.8%
TFS
153
Thoroughbred Financial Services
Tennessee
$11.6M +$10.8K +175 +0.1%
LFA
154
Legacy Financial Advisors
Kentucky
$11.6M -$413K -6,690 -3%
SMF
155
Sterling Manor Financial
New York
$11.4M -$8.62M -139,478 -43%
PA
156
PSI Advisors
Florida
$11.4M +$174K +2,813 +2%
FHA
157
First Horizon Advisors
Tennessee
$11.3M +$252K +4,073 +2%
GFA
158
Gallagher Fiduciary Advisors
Illinois
$11.1M -$50.2K -813 -0.5%
OS
159
Objectivity Squared
South Carolina
$10.8M +$30.2K +517 +0.3%
SWA
160
SOA Wealth Advisors
New York
$10.8M -$149K -2,419 -1%
IAN
161
Integrated Advisors Network
Texas
$10.8M +$2.95M +47,743 +38%
CIAS
162
Capital Investment Advisory Services
North Carolina
$10.8M +$217K +3,507 +2%
PGAM
163
Princeton Global Asset Management
New Jersey
$10.7M -$1.75M -28,388 -14%
MA
164
Modus Advisors
Minnesota
$10.6M +$124K +2,008 +1%
PPWP
165
Premier Path Wealth Partners
New Jersey
$10.4M +$206K +3,328 +2%
AF
166
Allworth Financial
California
$10.2M -$164K -2,762 -2%
AA
167
Argent Advisors
Louisiana
$10.2M -$1.24M -20,109 -11%
PCM
168
Perritt Capital Management
Illinois
$10.1M -$315K -5,095 -3%
CWM
169
Cornerstone Wealth Management
Missouri
$10.1M +$30.9K +500 +0.3%
KAM
170
Knightsbridge Asset Management
California
$10.1M +$55.7K +901 +0.6%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$9.95M -$6.77M -109,630 -40%
KPWS
172
Kestra Private Wealth Services
Texas
$9.9M -$753K -12,188 -7%
FAM
173
Forte Asset Management
New York
$9.86M -$140K -2,262 -1%
AWA
174
Arkadios Wealth Advisors
Georgia
$9.67M +$1.41M +22,775 +17%
SVWAG
175
Sound View Wealth Advisors Group
Georgia
$9.66M -$982K -15,897 -9%
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