We are live on ! Find out more
DGRO icon

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
SFC
276
Strategic Financial Concepts
Texas
$4.89M +$1.32M +21,087 +36%
CPIA
277
Cornell Pochily Investment Advisors
New York
$4.82M +$124K +1,980 +3%
HI
278
Harbour Investments
Wisconsin
$4.81M +$997K +15,912 +26%
Northern Trust
279
Northern Trust
Illinois
$4.77M -$336K -5,368 -6%
William Blair & Company
280
William Blair & Company
Illinois
$4.77M +$956K +15,259 +25%
TCM
281
Towercrest Capital Management
Pennsylvania
$4.74M -$1.12M -17,797 -19%
PFG
282
Pacific Financial Group
Washington
$4.72M -$129K -2,065 -3%
Cerity Partners
283
Cerity Partners
New York
$4.68M +$371K +5,918 +8%
GVAG
284
Great Valley Advisor Group
Delaware
$4.65M +$159K +2,538 +3%
SFA
285
Sequoia Financial Advisors
Ohio
$4.6M +$4.21M +67,170 +918%
RTL
286
Red Tortoise LLC
Georgia
$4.59M +$19.4K +309 +0.4%
PA
287
Pinnacle Associates
New York
$4.52M +$39.5K +631 +0.9%
LFAS
288
Level Four Advisory Services
Texas
$4.47M +$1.57M +25,114 +53%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$4.46M +$357K +5,697 +9%
TF
290
TME Financial
California
$4.43M +$4.5M +71,768 New
VCWM
291
Vista Cima Wealth Management
Arizona
$4.37M +$80.8K +1,290 +2%
TP
292
Tranquility Partners
Tennessee
$4.37M +$84.2K +1,344 +2%
IA
293
Integrity Alliance
Iowa
$4.37M +$4.43M +70,680 New
FFP
294
Forbes Financial Planning
Rhode Island
$4.34M -$3.57K -57 -0.1%
AWA
295
Arete Wealth Advisors
Illinois
$4.34M -$559K -8,921 -11%
IWB
296
Innovative Wealth Building
Maryland
$4.33M -$123K -1,967 -3%
HA
297
Herold Advisors
New York
$4.21M +$188K +3,007 +5%
SWMG
298
Stillwater Wealth Management Group
Florida
$4.18M +$792K +12,637 +23%
LA
299
LexAurum Advisors
Kansas
$4.16M +$164K +2,624 +4%
SC
300
SouthState Corp
Florida
$4.16M +$2.61M +41,701 +163%

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.