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 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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$7.64M +$392K +6,353 +5%
OPS
202
Orion Portfolio Solutions
Nebraska
$7.64M +$392K +6,353 +5%
PCG
203
Prosperity Consulting Group
Maryland
$7.6M +$482K +7,803 +7%
PWA
204
Physician Wealth Advisors
Utah
$7.6M -$173K -2,806 -2%
RFM
205
Royal Fund Management
Florida
$7.51M +$102K +1,649 +1%
DIA
206
Davidson Investment Advisors
Montana
$7.51M -$631K -10,207 -8%
AGA
207
Arkos Global Advisors
Texas
$7.46M +$266K +4,309 +4%
FIA
208
Foundations Investment Advisors
Arizona
$7.35M -$1.86M -30,096 -20%
DADC
209
D.A. Davidson & Co
Montana
$7.3M +$107K +1,726 +1%
YWS
210
Yarger Wealth Strategies
Ohio
$7.26M +$28.5K +461 +0.4%
AWM
211
Aprio Wealth Management
Georgia
$7.23M +$414K +6,694 +6%
BWS
212
Buck Wealth Strategies
Colorado
$7.14M -$2.25M -36,410 -24%
MC
213
Matisse Capital
Oregon
$7.11M +$4.14K +67 +0.1%
CBA
214
Coastal Bridge Advisors
Connecticut
$7.08M +$7.08M +114,659 New
MF
215
Meridian Financial
Massachusetts
$7.08M -$53.1K -859 -0.7%
ASN
216
Advisory Services Network
Georgia
$7M +$299K +4,846 +4%
AWE
217
Avidian Wealth Enterprises
Texas
$6.98M -$513K -8,297 -7%
LWA
218
Lineweaver Wealth Advisors
Ohio
$6.95M -$160K -2,584 -2%
CAM
219
Cresset Asset Management
Illinois
$6.91M -$152K -2,465 -2%
DFG
220
Demars Financial Group
Washington
$6.91M -$287K -17,723 -4%
ACA
221
Aptus Capital Advisors
Alabama
$6.89M +$1.02M +16,445 +17%
SWA
222
Stratos Wealth Advisors
Ohio
$6.87M -$2.52M -40,823 -27%
AIM
223
Alhambra Investment Management
Florida
$6.86M +$474K +7,673 +7%
EWA
224
EP Wealth Advisors
California
$6.86M -$971K -15,714 -12%
SI
225
Stephens Inc
Arkansas
$6.78M +$674K +10,910 +11%
7 8
9
10 11