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iShares Core Dividend Growth ETF

1,159 hedge funds and large institutions have $17.9B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 524 increasing their positions, 348 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,818% more call options, than puts

Call options by funds: $103M | Put options by funds: $1.73M

87% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 61

51% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 348

3% more funds holding

Funds holding: 1,1201,159 (+39)

0.72% more ownership

Funds ownership: 55.13%55.85% (+0.72%)

5% less capital invested

Capital invested by funds: $18.8B → $17.9B (-$882M)

7% less funds holding in top 10

Funds holding in top 10: 115107 (-8)

Holders
1,159
Holders Change
+39
Holders Change %
+3.48%
% of All Funds
15.26%
Holding in Top 10
107
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.96%
% of All Funds
1.41%
New
114
Increased
524
Reduced
348
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
SouthState Corp
Florida
$6.13M +$1.74M +28,601 +42%
CWM
252
Congress Wealth Management
Massachusetts
$6.13M +$114K +1,872 +2%
SC
253
Stephens Consulting
Michigan
$6.03M -$443K -7,264 -7%
GLA
254
Good Life Advisors
Pennsylvania
$5.97M +$404K +6,624 +8%
NW
255
NewEdge Wealth
Pennsylvania
$5.9M -$58.9K -966 -1%
AF
256
AtlasMark Financial
Texas
$5.88M +$161K +2,642 +3%
FWA
257
Flagship Wealth Advisors
Massachusetts
$5.85M -$270K -4,427 -5%
CAM
258
Cresset Asset Management
Illinois
$5.85M -$1.25M -20,429 -18%
GWM
259
Geneos Wealth Management
Colorado
$5.8M -$2.75M -45,159 -33%
UCFA
260
United Capital Financial Advisors
Texas
$5.79M -$208K -3,407 -4%
CAG
261
Csenge Advisory Group
Florida
$5.77M -$50.5K -829 -0.9%
SMC
262
Smith, Moore & Co
Missouri
$5.72M -$137K -2,240 -2%
US Bancorp
263
US Bancorp
Minnesota
$5.71M +$70.4K +1,154 +1%
MCCA
264
Mill Creek Capital Advisors
Pennsylvania
$5.7M +$467K +7,662 +9%
PS
265
Principal Securities
Iowa
$5.69M -$909K -14,908 -14%
SSWM
266
Sheets Smith Wealth Management
North Carolina
$5.61M +$270K +4,435 +5%
LFG
267
Larson Financial Group
Missouri
$5.58M +$2.78M +45,516 +109%
CFP
268
Cascade Financial Partners
California
$5.43M +$256K +4,194 +5%
VWA
269
Visionary Wealth Advisors
Illinois
$5.4M +$8.96K +147 +0.2%
William Blair & Company
270
William Blair & Company
Illinois
$5.35M +$392K +6,427 +8%
HI
271
Harbour Investments
Wisconsin
$5.32M +$328K +5,387 +7%
WS
272
Wela Strategies
Georgia
$5.24M -$27.6K -452 -0.5%
CPIA
273
Cornell Pochily Investment Advisors
New York
$5.22M +$221K +3,622 +5%
JWM
274
JPL Wealth Management
Colorado
$5.21M +$67.6K +1,109 +1%
TF
275
TME Financial
California
$5.17M +$559K +9,166 +13%

DGRO Hedge Fund Activity: Q2 2025 in Review

1,159 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2025, worth a combined $17.9B — down 4.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DGRO positions and 61 closed out — a net gain of 53 holders — while 524 added to existing stakes and 348 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $246M. The largest seller was Wealthfront Advisers, cutting an estimated $219M.

  • 1,159 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2025, up from 1,120 in Q1 2025.
  • Funds reported $17.9B of iShares Core Dividend Growth ETF stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 114 funds opened new iShares Core Dividend Growth ETF positions in Q2 2025 and 61 closed out, a net change of +53 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $246M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $219M sold.

Based on aggregated 13F filings for Q2 2025.