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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
FWA
251
Flagship Wealth Advisors
Massachusetts
$5.93M +$145K +2,319 +2%
PFA
252
Professional Financial Advisors
Nebraska
$5.92M +$244K +3,893 +4%
CWM
253
Congress Wealth Management
Massachusetts
$5.81M +$5.6M +89,373 +1,917%
UCFA
254
United Capital Financial Advisors
Texas
$5.81M -$39.2K -625 -0.7%
PCM
255
Parsons Capital Management
Rhode Island
$5.75M +$256K +4,084 +5%
GEA
256
Glen Eagle Advisors
New Jersey
$5.74M -$382K -6,093 -6%
NW
257
NewEdge Wealth
Pennsylvania
$5.68M +$176K +2,802 +3%
SMC
258
Smith, Moore & Co
Missouri
$5.67M +$195K +3,105 +4%
IIC
259
Integrated Investment Consultants
Michigan
$5.65M -$54.7K -873 -0.9%
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$5.57M -$2.34M -37,277 -30%
AF
261
AtlasMark Financial
Texas
$5.52M +$234K +3,727 +4%
MOS
262
MGO One Seven
Ohio
$5.48M +$262K +4,186 +5%
CAG
263
Csenge Advisory Group
Florida
$5.45M +$80.5K +1,284 +1%
US Bancorp
264
US Bancorp
Minnesota
$5.44M -$72.6K -1,158 -1%
GLA
265
Good Life Advisors
Pennsylvania
$5.36M +$2.01M +32,099 +59%
FFS
266
Founders Financial Securities
Maryland
$5.34M +$5.61M +89,499 New
VWA
267
Visionary Wealth Advisors
Illinois
$5.21M +$155K +2,478 +3%
CAMV
268
Concord Asset Management (Virginia)
Virginia
$5.17M -$7.51M -119,872 -58%
SSWM
269
Sheets Smith Wealth Management
North Carolina
$5.14M +$411K +6,552 +9%
WS
270
Wela Strategies
Georgia
$5.09M -$839K -13,389 -14%
RWA
271
Redhawk Wealth Advisors
Minnesota
$5.06M -$115K -1,843 -2%
MCCA
272
Mill Creek Capital Advisors
Pennsylvania
$5.03M -$2.55M -40,631 -33%
SS
273
Sunbelt Securities
Texas
$5M -$34.1K -544 -0.7%
CFP
274
Cascade Financial Partners
California
$4.99M +$99.6K +1,590 +2%
JWM
275
JPL Wealth Management
Colorado
$4.97M +$238K +3,801 +5%

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.