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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
BF
376
Bonfire Financial
Colorado
$2.38M -$368K -5,866 -13%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$2.37M +$51.9K +828 +2%
GA
378
GSG Advisors
New Jersey
$2.36M +$7.39K +118 +0.3%
IA
379
Insight Advisors
Pennsylvania
$2.33M -$10.8K -173 -0.5%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$2.32M
GF
381
Gries Financial
Ohio
$2.31M +$399K +6,371 +20%
EWM
382
Endowment Wealth Management
Wisconsin
$2.26M +$212K +3,390 +10%
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$2.25M -$7.21K -115 -0.3%
PCIA
384
Prime Capital Investment Advisors
Kansas
$2.25M +$345K +5,503 +18%
NSB
385
Norway Savings Bank
Maine
$2.25M +$526K +8,391 +30%
PCA
386
Prosperity Capital Advisors
Ohio
$2.24M +$309K +4,930 +16%
GCM
387
Gallacher Capital Management
Colorado
$2.24M +$33.2K +530 +1%
TVAMP
388
Tennessee Valley Asset Management Partners
Tennessee
$2.23M +$171K +2,735 +8%
Pathstone Holdings
389
Pathstone Holdings
New Jersey
$2.21M +$246K +3,918 +12%
BMCM
390
Bryn Mawr Capital Management
Pennsylvania
$2.21M +$158K +2,523 +8%
WWA
391
WCG Wealth Advisors
Nevada
$2.19M -$293K -4,668 -12%
SEP
392
Southland Equity Partners
Missouri
$2.19M -$9.21K -147 -0.4%
PIA
393
Perennial Investment Advisors
California
$2.19M +$449K +7,166 +25%
O3W
394
Omni 360 Wealth
New Jersey
$2.19M +$24.4K +390 +1%
CIA
395
Concurrent Investment Advisors
Florida
$2.18M -$38.6K -616 -2%
SIC
396
Sterling Investment Counsel
New York
$2.18M +$1.84M +29,357 +497%
SFG
397
SevenBridge Financial Group
Pennsylvania
$2.16M +$2.19M +34,902 New
HAC
398
Harbor Advisory Corp
New Hampshire
$2.14M
FI
399
Financial Insights
Washington
$2.14M -$62.3K -994 -3%
B
400
Bailard
California
$2.1M -$21.9K -350 -1%

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.