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iShares Core Dividend Growth ETF

1,179 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 390 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,364% more call options, than puts

Call options by funds: $107M | Put options by funds: $1.65M

65% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 390

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.21B)

2% more funds holding

Funds holding: 1,1601,179 (+19)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

1.97% less ownership

Funds ownership: 55.85%53.89% (-2%)

Holders
1,179
Holders Change
+19
Holders Change %
+1.64%
% of All Funds
15.47%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.42%
New
104
Increased
495
Reduced
390
Closed
63
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
451
Alliance Wealth Management Group
New Jersey
$1.81M +$446K +6,755 +34%
BI
452
Beckerman Institutional
New Jersey
$1.81M -$3.11K -47 -0.2%
WPP
453
Whalerock Point Partners
Rhode Island
$1.81M +$15.2K +230 +0.9%
SG
454
StoneX Group
New York
$1.8M -$46.1K -698 -3%
SWA
455
Sightline Wealth Advisors
Connecticut
$1.8M +$75.6K +1,144 +5%
AWM
456
Apollon Wealth Management
South Carolina
$1.8M -$12K -181 -0.7%
CAC
457
Certified Advisory Corp
Florida
$1.79M -$53.5K -809 -3%
IA
458
Insight Advisors
Pennsylvania
$1.78M +$17.1K +258 +1%
FB
459
First Bancorp
Maine
$1.78M +$232K +3,516 +16%
AIM
460
Anchor Investment Management
South Carolina
$1.77M -$9.05K -137 -0.5%
BWA
461
Beam Wealth Advisors
Louisiana
$1.75M -$471K -7,126 -22%
SWP
462
ShoreHaven Wealth Partners
New Jersey
$1.75M -$85.9K -1,300 -5%
MMM
463
Mendel Money Management
Illinois
$1.75M -$56.8K -859 -3%
ECM
464
Evergreen Capital Management
Washington
$1.75M
UWM
465
USAdvisors Wealth Management
Minnesota
$1.75M +$32.8K +497 +2%
AQR Capital Management
466
AQR Capital Management
Connecticut
$1.74M +$330K +4,989 +24%
EWA
467
Exencial Wealth Advisors
Oklahoma
$1.72M +$101K +1,522 +6%
NFSG
468
Newbridge Financial Services Group
Florida
$1.7M -$26.2K -397 -2%
CPRC
469
Consolidated Portfolio Review Corp
New York
$1.7M -$56.9K -861 -3%
Financial Engines Advisors
470
Financial Engines Advisors
California
$1.69M +$50.1K +758 +3%
BIP
471
Bouvel Investment Partners
Pennsylvania
$1.68M -$52.7K -798 -3%
OIA
472
Optimum Investment Advisors
Illinois
$1.67M -$9.91K -150 -0.6%
GWM
473
GSB Wealth Management
Connecticut
$1.67M -$38K -575 -2%
NG
474
Norden Group
Utah
$1.65M
GWMIA
475
Global Wealth Management Investment Advisory
Florida
$1.64M +$16.5K +249 +1%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2025, worth a combined $19.1B — up 6.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DGRO positions and 63 closed out — a net gain of 41 holders — while 495 added to existing stakes and 390 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $215M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 1,179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2025, up from 1,160 in Q2 2025.
  • Funds reported $19.1B of iShares Core Dividend Growth ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 104 funds opened new iShares Core Dividend Growth ETF positions in Q3 2025 and 63 closed out, a net change of +41 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $215M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2025.