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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
SWP
451
ShoreHaven Wealth Partners
New Jersey
$1.62M -$83.1K -1,326 -5%
DL
452
DOHJ LLC
Washington
$1.61M -$10.2K -163 -0.6%
BIP
453
Bouvel Investment Partners
Pennsylvania
$1.61M +$45.1K +719 +3%
CW
454
CreativeOne Wealth
Kansas
$1.61M -$5.08K -81 -0.3%
WPP
455
Whalerock Point Partners
Rhode Island
$1.6M +$21.4K +342 +1%
CPRC
456
Consolidated Portfolio Review Corp
New York
$1.6M +$35.7K +570 +2%
CA
457
Crewe Advisors
Utah
$1.59M +$17.9K +285 +1%
I
458
INVST
Indiana
$1.59M -$695K -11,089 -30%
GS
459
GWN Securities
Florida
$1.58M +$1.61M +25,710 New
APA
460
Astoria Portfolio Advisors
New York
$1.58M +$833K +13,300 +98%
EWA
461
Exencial Wealth Advisors
Oklahoma
$1.58M -$7.46K -119 -0.5%
ICM
462
Islay Capital Management
Texas
$1.58M -$703K -11,215 -31%
AIM
463
Anchor Investment Management
South Carolina
$1.57M -$36.7K -585 -2%
GWM
464
GSB Wealth Management
Connecticut
$1.56M +$34.7K +554 +2%
KFA
465
Kapstone Financial Advisors
Ohio
$1.56M
NG
466
Norden Group
Utah
$1.55M +$31K +495 +2%
CFG
467
Carr Financial Group
Massachusetts
$1.55M +$17.4K +277 +1%
CFO
468
CVA Family Office
Colorado
$1.55M +$506K +8,070 +48%
UWM
469
USAdvisors Wealth Management
Minnesota
$1.54M -$173K -2,754 -10%
OIA
470
Optimum Investment Advisors
Illinois
$1.53M +$147K +2,350 +10%
Capital International Investors
471
Capital International Investors
California
$1.51M -$62.6K -999 -4%
AM
472
Atwater Malick
Pennsylvania
$1.51M +$366K +5,842 +31%
GWMIA
473
Global Wealth Management Investment Advisory
Florida
$1.49M +$39.7K +633 +3%
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$1.49M +$314K +5,009 +26%
AFA
475
Allium Financial Advisors
Oregon
$1.49M +$1.51M +24,099 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.