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iShares Core Dividend Growth ETF

1,179 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 390 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,364% more call options, than puts

Call options by funds: $107M | Put options by funds: $1.65M

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 390

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.21B)

2% more funds holding

Funds holding: 1,1591,179 (+20)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

1.97% less ownership

Funds ownership: 55.85%53.89% (-2%)

Holders
1,179
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
15.47%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.42%
New
104
Increased
495
Reduced
390
Closed
62
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$7.9M +$1.62M +24,518 +27%
BRWA
227
B. Riley Wealth Advisors
Florida
$7.88M -$37.1K -562 -0.5%
SS
228
Sunbelt Securities
Texas
$7.73M +$2.12M +32,083 +39%
MOS
229
MGO One Seven
Ohio
$7.66M +$875K +13,236 +13%
MC
230
Matisse Capital
Oregon
$7.66M -$176K -2,657 -2%
LWA
231
Lineweaver Wealth Advisors
Ohio
$7.58M -$79.2K -1,199 -1%
AIM
232
Alhambra Investment Management
Florida
$7.57M +$1.26K +19 +0%
JWWM
233
Johnson & White Wealth Management
Pennsylvania
$7.53M +$239K +3,609 +3%
AGP
234
Autumn Glory Partners
Texas
$7.43M +$442K +6,689 +7%
IIC
235
Integrated Investment Consultants
Michigan
$7.42M +$145K +2,200 +2%
FWA
236
Flagship Wealth Advisors
Massachusetts
$7.38M +$1.11M +16,802 +18%
AWMG
237
ADG Wealth Management Group
Louisiana
$7.37M +$249K +3,769 +4%
CWP
238
Concord Wealth Partners
Virginia
$7.31M -$502K -7,592 -7%
QCIG
239
Quad-Cities Investment Group
Iowa
$7.28M +$155K +2,340 +2%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$7.26M +$3.44M +52,100 +96%
FA
241
Fiduciary Alliance
South Carolina
$7.18M +$19K +287 +0.3%
HC
242
Hoese & Co
Minnesota
$7.12M +$46.3K +700 +0.7%
LP
243
LGL Partners
Pennsylvania
$7.12M +$189K +2,853 +3%
HSWM
244
Hubbell Strickland Wealth Management
Louisiana
$7.08M +$11K +167 +0.2%
TPWM
245
Twelve Points Wealth Management
Massachusetts
$7.08M +$3.69M +55,826 +116%
PFA
246
Professional Financial Advisors
Nebraska
$6.96M +$143K +2,161 +2%
CWM
247
Connecticut Wealth Management
Connecticut
$6.88M -$338K -5,117 -5%
CAG
248
Csenge Advisory Group
Florida
$6.82M +$480K +7,264 +8%
AF
249
AtlasMark Financial
Texas
$6.75M +$475K +7,180 +8%
PCM
250
Parsons Capital Management
Rhode Island
$6.74M +$135K +2,037 +2%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2025, worth a combined $19.1B — up 6.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DGRO positions and 62 closed out — a net gain of 42 holders — while 495 added to existing stakes and 390 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $215M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 1,179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2025, up from 1,159 in Q2 2025.
  • Funds reported $19.1B of iShares Core Dividend Growth ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 104 funds opened new iShares Core Dividend Growth ETF positions in Q3 2025 and 62 closed out, a net change of +42 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $215M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2025.