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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.

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
1
Jones Financial Companies
Missouri
$357M
2
LPL Financial
2
LPL Financial
California
$970M
3
FWA
3
FORM Wealth Advisors
Wisconsin
$41M
4
HI
4
Horizon Investments
North Carolina
$31.3M
5
SM
5
Sweeney & Michel
California
$20M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$3.07B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$587M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$419M
4
BWL
4
Bogart Wealth LLC
Virginia
$212K
5
AT
5
American Trust
Kentucky
$39.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$3.07B 16,883,038 -452,556 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.15B 18,545,534 +133,038 +0.7%
Bank of America
3
Bank of America
North Carolina
$1.12B 18,053,716 -211,862 -1%
LPL Financial
4
LPL Financial
California
$970M 15,697,592 +941,311 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$632M 10,230,233 +174,417 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$587M 9,507,635 -1,153,036 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$494M 7,996,206 +229,667 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$479M 7,745,402 +55,058 +0.7%
CIA
9
Capital Investment Advisors
Georgia
$476M 7,703,376 +207,810 +3%
Ameriprise
10
Ameriprise
Minnesota
$422M 6,823,749 -512,353 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$419M 6,787,139 -986,504 -13%
Wells Fargo
12
Wells Fargo
California
$381M 6,162,355 -36,588 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$380M 6,157,442 +219,938 +4%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$357M 5,837,667 +1,612,709 +38%
BlackRock
15
BlackRock
New York
$334M 5,409,805 +9,493 +0.2%
UBS Group
16
UBS Group
Switzerland
$288M 4,665,973 -93,965 -2%
Goldman Sachs
17
Goldman Sachs
New York
$279M 4,523,223 +131,364 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$222M 3,600,776 -245,789 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$203M 3,283,417 +39,431 +1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$200M 3,232,703 -145,627 -4%
Truist Financial
21
Truist Financial
North Carolina
$186M 3,006,133 -135,923 -4%
Mariner
22
Mariner
Kansas
$178M 2,888,439 -161,872 -5%
Stifel Financial
23
Stifel Financial
Missouri
$143M 2,316,893 +69,066 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$128M 2,078,455 +36,427 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$126M 2,034,679 +32,886 +2%
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