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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,136 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 110 funds opening new positions, 515 increasing their positions, 341 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+28
Holders Change %
+2.53%
% of All Funds
15.24%
Holding in Top 10
105
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.08%
% of All Funds
1.41%
New
110
Increased
515
Reduced
341
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M

Top Buyers

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

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$850M
2
BlackRock
BlackRock
New York
$176M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$340M
4
DFG
Demars Financial Group
Washington
$442K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Arkadios Wealth Advisors
Georgia
$9.94M -$64.5K -1,009 -0.6%
FFP
177
FourThought Financial Partners
Florida
$9.86M +$757K +11,846 +8%
FF
178
Fairway Financial
Florida
$9.77M +$64.1K +1,002 +0.7%
KAS
179
KPP Advisory Services
Kentucky
$9.75M +$165K +2,575 +2%
SVWAG
180
Sound View Wealth Advisors Group
Georgia
$9.74M -$254K -3,977 -3%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$9.73M +$180K +2,808 +2%
OIA
182
OneDigital Investment Advisors
Kansas
$9.69M -$72.1K -1,127 -0.7%
AssetMark Inc
183
AssetMark Inc
California
$9.63M -$2.93M -45,748 -23%
TWC
184
TD Waterhouse Canada
Ontario, Canada
$9.25M +$345K +5,329 +4%
SB
185
Strategic Blueprint
Georgia
$9.24M +$309K +4,827 +3%
GFA
186
Gallagher Fiduciary Advisors
Illinois
$9.13M -$2.32M -36,349 -20%
TWM
187
TriaGen Wealth Management
California
$9.11M +$457K +7,150 +5%
BAAM
188
Baker Avenue Asset Management
California
$8.99M -$150K -2,343 -2%
BP
189
BBR Partners
New York
$8.81M +$3.39K +53 +0%
KWM
190
Kingsview Wealth Management
Oregon
$8.76M -$772K -12,076 -8%
BWS
191
Buck Wealth Strategies
Colorado
$8.51M +$1.12M +17,520 +15%
PCG
192
Prosperity Consulting Group
Maryland
$8.5M +$642K +10,042 +8%
SWP
193
Sagespring Wealth Partners
Tennessee
$8.47M +$227K +3,544 +3%
FIA
194
Foundations Investment Advisors
Arizona
$8.47M +$860K +13,457 +11%
ASN
195
Advisory Services Network
Georgia
$8.43M +$1.11M +17,170 +15%
Citigroup
196
Citigroup
New York
$8.29M -$121K -1,898 -1%
CICC
197
Capital Investment Counsel (Colorado)
Colorado
$8.24M +$1.22M +19,135 +17%
BCI
198
Brinker Capital Investments
Pennsylvania
$8.22M +$308K +4,811 +4%
ACA
199
Aptus Capital Advisors
Alabama
$8.17M +$1.04M +16,282 +15%
FAM
200
Forte Asset Management
New York
$8.09M -$2.11M -33,063 -21%
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