We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF

1,159 hedge funds and large institutions have $17.9B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 524 increasing their positions, 348 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,818% more call options, than puts

Call options by funds: $103M | Put options by funds: $1.73M

87% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 61

51% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 348

3% more funds holding

Funds holding: 1,1201,159 (+39)

0.72% more ownership

Funds ownership: 55.13%55.85% (+0.72%)

5% less capital invested

Capital invested by funds: $18.8B → $17.9B (-$882M)

7% less funds holding in top 10

Funds holding in top 10: 115107 (-8)

Holders
1,159
Holders Change
+39
Holders Change %
+3.48%
% of All Funds
15.26%
Holding in Top 10
107
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.96%
% of All Funds
1.41%
New
114
Increased
524
Reduced
348
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
351
Kingswood Wealth Advisors
California
$2.92M +$835K +13,699 +43%
IFG
352
Independent Financial Group
California
$2.88M +$68.2K +1,119 +3%
OAM
353
Oak Asset Management
California
$2.87M +$17.7K +290 +0.7%
SF
354
Synovus Financial
Georgia
$2.85M +$21K +344 +0.8%
SCA
355
Snowden Capital Advisors
New York
$2.84M +$237K +3,881 +10%
NSB
356
Norway Savings Bank
Maine
$2.81M +$462K +7,574 +21%
1WA
357
180 Wealth Advisors
Washington
$2.8M -$550K -9,028 -17%
WWM
358
Western Wealth Management
Colorado
$2.77M -$21.5K -353 -0.8%
FWA
359
FSC Wealth Advisors
New York
$2.76M
CCWA
360
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M +$1.18M +19,376 +83%
EWM
361
Echo Wealth Management
Minnesota
$2.73M +$4.08K +67 +0.2%
MWS
362
MFA Wealth Services
California
$2.69M +$52.3K +858 +2%
SPC
363
Spirepoint Private Client
Florida
$2.63M +$32K +524 +1%
BPA
364
Beacon Pointe Advisors
California
$2.63M -$718K -11,772 -22%
PIA
365
Perennial Investment Advisors
California
$2.61M +$327K +5,360 +15%
AC
366
AlphaCore Capital
California
$2.61M -$22.3K -365 -0.9%
AWP
367
Accretive Wealth Partners
New Jersey
$2.59M +$1.32M +21,699 +115%
WAG
368
Winthrop Advisory Group
Massachusetts
$2.57M +$2.45M +40,208 New
LWL
369
Leo Wealth LLC
Texas
$2.57M +$2.25M +36,948 +1,135%
MWM
370
Mission Wealth Management
California
$2.57M +$1.79M +29,421 +275%
HBW
371
Hazlett, Burt & Watson
West Virginia
$2.56M -$126K -2,066 -5%
SFG
372
SevenBridge Financial Group
Pennsylvania
$2.54M +$228K +3,741 +11%
KIA
373
KCM Investment Advisors
California
$2.53M -$99.1K -1,625 -4%
GA
374
GSG Advisors
New Jersey
$2.52M -$40.4K -663 -2%
EWM
375
Endowment Wealth Management
Wisconsin
$2.51M +$164K +2,687 +7%

DGRO Hedge Fund Activity: Q2 2025 in Review

1,159 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2025, worth a combined $17.9B — down 4.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DGRO positions and 61 closed out — a net gain of 53 holders — while 524 added to existing stakes and 348 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $246M. The largest seller was Wealthfront Advisers, cutting an estimated $219M.

  • 1,159 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2025, up from 1,120 in Q1 2025.
  • Funds reported $17.9B of iShares Core Dividend Growth ETF stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 114 funds opened new iShares Core Dividend Growth ETF positions in Q2 2025 and 61 closed out, a net change of +53 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $246M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $219M sold.

Based on aggregated 13F filings for Q2 2025.