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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
SWA
251
Stratos Wealth Advisors
Ohio
$6.72M -$723K -10,933 -10%
Renaissance Technologies
252
Renaissance Technologies
New York
$6.64M +$5.38M +81,400 +502%
KIM
253
Karpus Investment Management
New York
$6.6M +$6.41M +97,006 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$6.58M +$1.19M +17,955 +23%
US Bancorp
255
US Bancorp
Minnesota
$6.43M +$341K +5,163 +6%
SFA
256
Sequoia Financial Advisors
Ohio
$6.41M -$1.39M -21,064 -18%
RFM
257
Royal Fund Management
Florida
$6.37M -$1.97M -29,849 -24%
SMC
258
Smith, Moore & Co
Missouri
$6.24M +$143K +2,165 +2%
GWM
259
Geneos Wealth Management
Colorado
$6.23M +$54.1K +818 +0.9%
PS
260
Principal Securities
Iowa
$6.13M +$71.7K +1,085 +1%
SSWM
261
Sheets Smith Wealth Management
North Carolina
$6.1M +$126K +1,900 +2%
MCCA
262
Mill Creek Capital Advisors
Pennsylvania
$6.09M +$22.7K +344 +0.4%
AC
263
AlphaCore Capital
California
$6.09M +$3.21M +48,607 +119%
HI
264
Harbour Investments
Wisconsin
$6M +$326K +4,928 +6%
LFG
265
Larson Financial Group
Missouri
$5.95M +$12K +182 +0.2%
CFP
266
Cascade Financial Partners
California
$5.89M +$98.7K +1,493 +2%
UCFA
267
United Capital Financial Advisors
Texas
$5.85M -$304K -4,602 -5%
LBC
268
Leigh Baldwin & Co
New York
$5.81M +$443K +6,702 +9%
CPIA
269
Cornell Pochily Investment Advisors
New York
$5.8M +$240K +3,632 +4%
VWA
270
Visionary Wealth Advisors
Illinois
$5.79M +$36.3K +549 +0.6%
TF
271
TME Financial
California
$5.77M +$254K +3,837 +5%
TCM
272
Towercrest Capital Management
Pennsylvania
$5.68M +$436K +6,603 +9%
CAMV
273
Concord Asset Management (Virginia)
Virginia
$5.64M -$2.12M -32,133 -28%
William Blair & Company
274
William Blair & Company
Illinois
$5.63M -$65.7K -994 -1%
LA
275
LexAurum Advisors
Kansas
$5.62M +$473K +7,162 +10%

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.