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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
GPA
326
Guidance Point Advisors
Massachusetts
$3.24M +$16.2K +258 +0.5%
CPIG
327
Chicago Partners Investment Group
Illinois
$3.22M +$1.45M +23,066 +76%
PA
328
Prism Advisors
California
$3.21M -$201K -3,215 -6%
IA
329
Intellus Advisors
Florida
$3.2M +$61.1K +975 +2%
RMC
330
Ring Mountain Capital
California
$3.18M +$44.7K +713 +1%
BFA
331
Beacon Financial Advisory
Ohio
$3.16M +$942K +15,035 +42%
RWM
332
Riverbend Wealth Management
South Carolina
$3.16M -$149K -2,375 -4%
FWM
333
Forza Wealth Management
Florida
$3.16M -$56.4K -900 -2%
MWPCG
334
Measured Wealth Private Client Group
New Hampshire
$3.16M
MWM
335
MBE Wealth Management
Wisconsin
$3.15M -$93.4K -1,491 -3%
HR
336
Howe & Rusling
New York
$3.15M +$166K +2,652 +5%
Brown Advisory
337
Brown Advisory
Maryland
$3.14M +$270K +4,309 +9%
MAMG
338
Milestone Asset Management Group
Connecticut
$3.03M +$35.8K +571 +1%
WCG
339
Weaver Consulting Group
California
$3M -$85.9K -1,371 -3%
AWM
340
AE Wealth Management
Kansas
$2.97M -$791K -12,630 -21%
FHA
341
Flagship Harbor Advisors
Massachusetts
$2.96M +$1.82K +29 +0.1%
VCA
342
Verdence Capital Advisors
Maryland
$2.93M +$426K +6,795 +17%
RSS
343
Rosenblum Silverman Sutton
California
$2.91M -$13.5K -215 -0.5%
BEI
344
Benjamin Edwards Inc
Missouri
$2.9M +$107K +1,711 +4%
HIA
345
Harbor Investment Advisory
Maryland
$2.87M -$8.08K -129 -0.3%
RA
346
RFG Advisory
Alabama
$2.85M -$45.5K -726 -2%
TPWM
347
Twelve Points Wealth Management
Massachusetts
$2.84M -$426K -6,801 -13%
HAS
348
HBW Advisory Services
California
$2.83M +$162K +2,593 +6%
CFD
349
Creative Financial Designs
Indiana
$2.82M +$304K +4,857 +12%
GFG
350
Goldstone Financial Group
Illinois
$2.78M -$64.5K -1,030 -2%

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.