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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
CV
426
Counterweight Ventures
North Carolina
$1.79M +$126K +2,003 +7%
RA
427
Rodgers & Associates
Pennsylvania
$1.78M -$20.1K -320 -1%
SWM
428
Spire Wealth Management
Virginia
$1.78M +$96.8K +1,545 +6%
FFS
429
Flavin Financial Services
Florida
$1.78M +$264K +4,208 +17%
NCM
430
Northside Capital Management
Oregon
$1.77M
AFG
431
Atomi Financial Group
New York
$1.77M +$5.14K +82 +0.3%
SWP
432
Summit Wealth Partners
Florida
$1.76M +$341K +5,446 +24%
LI
433
LMCG Investments
Massachusetts
$1.75M +$13.7K +218 +0.8%
MWA
434
Merkkuri Wealth Advisors
New York
$1.73M -$19.9K -317 -1%
EWM
435
EPG Wealth Management
Georgia
$1.73M -$878K -14,006 -33%
HTC
436
Haverford Trust Company
Pennsylvania
$1.72M -$4.7K -75 -0.3%
SG
437
StoneX Group
New York
$1.72M -$1.38M -22,037 -44%
GCL
438
Gouws Capital LLC
North Carolina
$1.72M +$156K +2,485 +10%
RCWM
439
Red Crane Wealth Management
California
$1.71M +$80.1K +1,279 +5%
PA
440
Probity Advisors
Texas
$1.71M +$1.09M +17,454 +172%
EB
441
Eastern Bank
Massachusetts
$1.69M -$5.51M -87,863 -76%
KMWM
442
Keudell/Morrison Wealth Management
Oregon
$1.69M +$17.5K +280 +1%
CCFM
443
Clear Creek Financial Management
Washington
$1.68M +$73.4K +1,171 +5%
MMM
444
Mendel Money Management
Illinois
$1.67M +$4.39K +70 +0.3%
CAC
445
Certified Advisory Corp
Florida
$1.67M -$56K -894 -3%
BI
446
Beckerman Institutional
New Jersey
$1.66M +$125 +2 +0%
SFG
447
Sowa Financial Group
Rhode Island
$1.65M -$127K -2,030 -7%
AWM
448
Apollon Wealth Management
South Carolina
$1.65M +$137K +2,193 +9%
EPA
449
Element Pointe Advisors
Florida
$1.64M
AWM
450
Axxcess Wealth Management
California
$1.63M +$1.66M +26,412 New

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.