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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
4WM
376
4J Wealth Management
Virginia
$2.48M -$34.9K -573 -1%
SWP
377
Summit Wealth Partners
Florida
$2.46M +$614K +10,065 +35%
BF
378
Bonfire Financial
Colorado
$2.46M +$2.13K +35 +0.1%
JC
379
JB Capital
Connecticut
$2.44M -$165K -2,713 -7%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$2.44M -$10.3K -169 -0.4%
PCA
381
Prosperity Capital Advisors
Ohio
$2.43M +$93.4K +1,532 +4%
MCC
382
Money Concepts Capital
Florida
$2.42M -$303K -4,966 -12%
BBHC
383
Brown Brothers Harriman & Co
New York
$2.41M +$1M +16,417 +77%
MMPW
384
Mitchell McLeod Pugh & Williams
Alabama
$2.4M
FWM
385
Forza Wealth Management
Florida
$2.38M -$841K -13,795 -27%
CIA
386
Concurrent Investment Advisors
Florida
$2.37M +$105K +1,718 +5%
HH
387
Hilltop Holdings
Texas
$2.35M +$1.05M +17,144 +87%
WWA
388
WCG Wealth Advisors
Nevada
$2.35M +$74.9K +1,228 +3%
CFO
389
CVA Family Office
Colorado
$2.35M +$712K +11,676 +47%
AM
390
Atwater Malick
Pennsylvania
$2.34M +$745K +12,210 +50%
GF
391
Gries Financial
Ohio
$2.33M -$57.8K -948 -3%
CAG
392
Centerpoint Advisory Group
Kansas
$2.32M -$179K -2,943 -8%
RCWM
393
Red Crane Wealth Management
California
$2.31M +$520K +8,527 +31%
Neuberger Berman Group
394
Neuberger Berman Group
New York
$2.3M +$174K +2,848 +9%
O3W
395
Omni 360 Wealth
New Jersey
$2.3M +$33K +542 +2%
Corient Private Wealth
396
Corient Private Wealth
Florida
$2.27M +$99.1K +1,625 +5%
SEP
397
Southland Equity Partners
Missouri
$2.21M -$58.7K -962 -3%
B
398
Bailard
California
$2.21M +$28.2K +463 +1%
Kovitz Investment Group Partners
399
Kovitz Investment Group Partners
Illinois
$2.2M -$125K -2,044 -6%
FI
400
Financial Insights
Washington
$2.18M -$26.8K -440 -1%

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.