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
STA
301
Smith Thornton Advisors
Alabama
$4.15M +$465K +7,419 +12%
CPC
302
Consolidated Planning Corp
Georgia
$4.13M +$2.92M +46,641 +230%
AIA
303
AssuredPartners Investment Advisors
Florida
$4.13M +$139K +2,212 +3%
GWANC
304
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.02M -$23.6K -377 -0.6%
LBC
305
Leigh Baldwin & Co
New York
$3.97M +$944K +15,060 +31%
BBWP
306
Beacon Bridge Wealth Partners
Pennsylvania
$3.95M +$12.4K +198 +0.3%
FLI
307
Family Legacy Inc
South Carolina
$3.87M -$419K -6,683 -10%
FAIM
308
Financial Advocates Investment Management
Washington
$3.78M +$84.8K +1,354 +2%
GI
309
GAMMA Investing
California
$3.75M +$262K +4,186 +7%
FA
310
Fermata Advisors
California
$3.7M -$158K -2,528 -4%
IWM
311
IHT Wealth Management
Illinois
$3.7M -$267K -4,262 -7%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$3.69M +$223K +3,559 +6%
MSA
313
Marino Stram & Associates
Massachusetts
$3.69M -$641K -10,224 -15%
BWA
314
Beam Wealth Advisors
Louisiana
$3.58M -$532K -8,487 -13%
WIA
315
World Investment Advisors
California
$3.56M +$186K +2,968 +5%
KBFS
316
Kohmann Bosshard Financial Services
Ohio
$3.5M -$86.9K -1,386 -2%
FP
317
Financial Perspectives
Minnesota
$3.45M +$266K +4,247 +8%
FFA
318
First Foundation Advisors
California
$3.43M +$101K +1,613 +3%
SIC
319
Samalin Investment Counsel
New York
$3.41M +$450K +7,176 +15%
IA
320
IFP Advisors
Florida
$3.41M -$120K -1,909 -3%
MI
321
Moneywise Inc
Virginia
$3.29M +$130K +2,078 +4%
BPA
322
Beacon Pointe Advisors
California
$3.26M -$564K -9,007 -15%
1WA
323
180 Wealth Advisors
Washington
$3.26M -$283K -4,515 -8%
KFGK
324
Keystone Financial Group (Kentucky)
Kentucky
$3.25M -$157K -2,513 -5%
MYIA
325
Mount Yale Investment Advisors
Colorado
$3.25M -$1.2M -19,139 -27%

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.