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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
CWM
351
Centricity Wealth Management
Ohio
$2.77M +$484K +7,718 +21%
OAM
352
Oak Asset Management
California
$2.75M -$2.19K -35 -0.1%
SF
353
Synovus Financial
Georgia
$2.73M +$32.5K +519 +1%
IFG
354
Independent Financial Group
California
$2.71M -$138K -2,209 -5%
WWM
355
Western Wealth Management
Colorado
$2.7M +$150K +2,392 +6%
FWA
356
FSC Wealth Advisors
New York
$2.67M
CFGA
357
Cambridge Financial Group (Arizona)
Arizona
$2.66M +$12.4K +198 +0.5%
TC
358
TownSquare Capital
Utah
$2.64M +$190K +3,025 +8%
MCC
359
Money Concepts Capital
Florida
$2.64M -$48.9K -780 -2%
EWM
360
Echo Wealth Management
Minnesota
$2.63M +$49.8K +794 +2%
HBW
361
Hazlett, Burt & Watson
West Virginia
$2.6M -$31K -494 -1%
LFG
362
Larson Financial Group
Missouri
$2.58M +$98.8K +1,577 +4%
KIA
363
KCM Investment Advisors
California
$2.55M -$18.8K -300 -0.7%
MWS
364
MFA Wealth Services
California
$2.55M -$91.1K -1,454 -3%
AC
365
AlphaCore Capital
California
$2.54M +$2.58M +41,154 New
JC
366
JB Capital
Connecticut
$2.53M +$728K +11,624 +40%
SCA
367
Snowden Capital Advisors
New York
$2.51M +$431K +6,877 +20%
SPC
368
Spirepoint Private Client
Florida
$2.51M -$145K -2,312 -5%
GC
369
Guidance Capital
Kentucky
$2.49M +$56.8K +906 +2%
GB
370
Gunma Bank
Japan
$2.47M -$4.07M -65,000 -62%
4WM
371
4J Wealth Management
Virginia
$2.43M -$8.25M -131,609 -77%
HCA
372
Heck Capital Advisors
Wisconsin
$2.43M +$2.16M +34,404 +702%
CAG
373
Centerpoint Advisory Group
Kansas
$2.42M +$490K +7,815 +25%
WA
374
WBH Advisory
Maryland
$2.41M -$1.75M -27,976 -42%
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$2.38M +$347K +5,531 +17%

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.