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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
Corient Private Wealth
401
Corient Private Wealth
Florida
$2.09M -$16.9K -269 -0.8%
Vanguard Group
402
Vanguard Group
Pennsylvania
$2.07M +$37K +590 +2%
OCM
403
Objective Capital Management
Ohio
$2.06M +$7.27K +116 +0.3%
WANY
404
Wealthspire Advisors (New York)
New York
$2.05M +$31.2K +498 +2%
WA
405
Westfuller Advisors
New York
$2.05M -$141K -2,252 -6%
Neuberger Berman Group
406
Neuberger Berman Group
New York
$2.04M -$51.1K -815 -2%
TCM
407
TD Capital Management
Tennessee
$2.04M -$44.4K -709 -2%
BC
408
Brio Consultants
California
$2M -$316K -5,040 -13%
SWA
409
Sterling Wealth Advisors
Florida
$1.99M +$5.7K +91 +0.3%
AAS
410
Ameritas Advisory Services
Nebraska
$1.99M -$2.16M -34,434 -52%
KWA
411
Kingswood Wealth Advisors
California
$1.98M -$68.5K -1,093 -3%
CWP
412
Curated Wealth Partners
California
$1.97M -$57.4K -916 -3%
SS
413
Sound Stewardship
Kansas
$1.97M -$5.2K -83 -0.3%
AA
414
Advisory Alpha
Michigan
$1.95M +$2.13K +34 +0.1%
CA
415
CoreCap Advisors
Michigan
$1.93M -$117K -1,867 -6%
SC
416
Scotia Capital
Ontario, Canada
$1.93M -$33.8K -540 -2%
WN
417
Williams & Novak
California
$1.93M -$4.01K -64 -0.2%
SAM
418
Smartleaf Asset Management
Massachusetts
$1.89M +$855K +13,638 +79%
CWM
419
Centurion Wealth Management
Virginia
$1.87M
MCWS
420
McKinley Carter Wealth Services
West Virginia
$1.84M +$150K +2,391 +9%
JWBC
421
John W. Brooker & Co
California
$1.83M +$6.77K +108 +0.4%
Q1WB
422
Quest 10 Wealth Builders
Virginia
$1.81M +$38.9K +620 +2%
MCM
423
MidAtlantic Capital Management
Virginia
$1.81M +$33.8K +539 +2%
PRTG
424
Post Resch Tallon Group
New York
$1.79M +$189K +3,020 +12%
DWM
425
Drive Wealth Management
Utah
$1.79M -$36.7K -586 -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.