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iShares Core Dividend Growth ETF

1,120 hedge funds and large institutions have $18.8B invested in iShares Core Dividend Growth ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 475 increasing their positions, 390 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 60

22% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 390

5% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$930M)

0% less funds holding

Funds holding: 1,1221,120 (-2)

0.71% less ownership

Funds ownership: 55.84%55.13% (-0.71%)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

24% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.83M

Holders
1,120
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
15.02%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
1.54%
New
81
Increased
475
Reduced
390
Closed
60
Calls
$2.9M
Puts
$3.83M
Net Calls
-$927K
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
226
Stephens Inc
Arkansas
$6.78M +$684K +10,910 +11%
CICC
227
Capital Investment Counsel (Colorado)
Colorado
$6.78M -$138K -2,195 -2%
SEM
228
Strategic Equity Management
Arizona
$6.74M +$256K +4,091 +4%
AWMG
229
ADG Wealth Management Group
Louisiana
$6.73M -$151K -2,408 -2%
TWA
230
Talisman Wealth Advisors
New Jersey
$6.69M +$486K +7,753 +8%
HFRG
231
Houlihan Financial Resource Group
Virginia
$6.68M -$252K -4,019 -4%
VA
232
Valmark Advisers
Ohio
$6.64M +$955K +15,243 +17%
CWM
233
Connecticut Wealth Management
Connecticut
$6.64M -$18.9K -301 -0.3%
HAG
234
HF Advisory Group
Maryland
$6.63M +$420K +6,708 +7%
AGP
235
Autumn Glory Partners
Texas
$6.61M +$4.95K +79 +0.1%
RSWM
236
Robertson Stephens Wealth Management
California
$6.6M -$188K -3,003 -3%
CBT
237
Crews Bank & Trust
Florida
$6.6M +$628K +10,020 +10%
FNC
238
First National Corp
Massachusetts
$6.58M +$219K +3,487 +3%
SFPG
239
Stonebridge Financial Planning Group
Florida
$6.56M +$296K +4,717 +5%
EL
240
EQ LLC
Washington
$6.45M -$506K -8,068 -7%
PS
241
Principal Securities
Iowa
$6.37M +$228K +3,642 +4%
HC
242
Hoese & Co
Minnesota
$6.33M +$165K +2,640 +3%
LP
243
LGL Partners
Pennsylvania
$6.3M -$13M -207,994 -67%
QCIG
244
Quad-Cities Investment Group
Iowa
$6.28M +$504K +8,043 +9%
SC
245
Stephens Consulting
Michigan
$6.28M +$175K +2,795 +3%
HSWM
246
Hubbell Strickland Wealth Management
Louisiana
$6.17M +$115K +1,839 +2%
JWWM
247
Johnson & White Wealth Management
Pennsylvania
$6.14M +$583K +9,310 +10%
MFG
248
Merit Financial Group
Georgia
$6.09M +$7.96K +127 +0.1%
GL
249
Graypoint LLC
New York
$6.06M -$634K -10,116 -9%
ADL
250
Asset Dedication LLC
California
$6.02M -$810K -12,928 -12%

DGRO Hedge Fund Activity: Q1 2025 in Review

1,120 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2025, worth a combined $18.8B — up 5.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DGRO positions and 60 closed out — a net gain of 21 holders — while 475 added to existing stakes and 390 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $101M. The largest seller was Envestnet Asset Management, cutting an estimated $72.3M.

  • 1,120 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2025, down from 1,122 in Q4 2024.
  • Funds reported $18.8B of iShares Core Dividend Growth ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 81 funds opened new iShares Core Dividend Growth ETF positions in Q1 2025 and 60 closed out, a net change of +21 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $101M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q1 2025.