DGRO icon

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 80 funds opening new positions, 472 increasing their positions, 386 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
15.07%
Holding in Top 10
114
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.79%
% of All Funds
1.55%
New
80
Increased
472
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 %
GAM
176
Gotham Asset Management
New York
$9.5M +$3.74M +60,554 +65%
OIA
177
OneDigital Investment Advisors
Kansas
$9.43M -$104K -1,677 -1%
FF
178
Fairway Financial
Florida
$9.38M +$123K +1,999 +1%
EFS
179
Essex Financial Services
Connecticut
$9.35M +$353K +5,715 +4%
CT
180
Colonial Trust
South Carolina
$9.27M -$87K -1,409 -0.9%
KAS
181
KPP Advisory Services
Kentucky
$9.26M +$4.32M +69,943 +87%
GIA
182
Gladstone Institutional Advisory
Florida
$9.26M +$456K +7,377 +5%
LWA
183
LifeGoal Wealth Advisors
New York
$9.23M -$1.21M -19,577 -12%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$9.23M -$600K -9,714 -6%
KWM
185
Kingsview Wealth Management
Oregon
$9.21M +$152K +2,463 +2%
MPW
186
Monterey Private Wealth
California
$9.13M +$211K +3,415 +2%
SFP
187
Shepherd Financial Partners
Massachusetts
$9.07M -$33.1K -536 -0.4%
BAAM
188
Baker Avenue Asset Management
California
$8.83M +$24.3K +393 +0.3%
FFP
189
FourThought Financial Partners
Florida
$8.79M -$1.88M -30,411 -18%
SB
190
Strategic Blueprint
Georgia
$8.63M +$6.74M +109,082 +356%
BP
191
BBR Partners
New York
$8.51M +$3.21K +52 +0%
TWC
192
TD Waterhouse Canada
Ontario, Canada
$8.46M +$424K +6,910 +5%
GWM
193
Geneos Wealth Management
Colorado
$8.4M +$6.01M +97,351 +252%
TWM
194
TriaGen Wealth Management
California
$8.36M +$68.3K +1,106 +0.8%
CWP
195
Concord Wealth Partners
Virginia
$8.25M -$6.7M -108,502 -45%
CA
196
Crumly & Associates
Illinois
$8.2M -$7.11M -115,010 -46%
IC
197
IEQ Capital
California
$8.19M +$892K +14,444 +12%
Citigroup
198
Citigroup
New York
$8.13M -$361K -5,849 -4%
PAS
199
Park Avenue Securities
New York
$7.99M -$8.9M -144,023 -53%
SWP
200
Sagespring Wealth Partners
Tennessee
$7.96M -$1.49M -24,183 -16%
6 7
8
9 10