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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
AWM
26
Avior Wealth Management
Nebraska
$109M +$1.77M +28,285 +2%
FCAS
27
First Command Advisory Services
Texas
$93.2M -$531K -8,473 -0.6%
NFC
28
Northeast Financial Consultants
Connecticut
$90.8M +$1.3M +20,768 +1%
SAF
29
Smith Anglin Financial
Texas
$87.5M +$704K +11,231 +0.8%
Osaic Holdings
30
Osaic Holdings
Arizona
$80.9M -$21.8M -348,147 -21%
PMG
31
ProVise Management Group
Florida
$80.5M +$4.01M +63,935 +5%
SWA
32
Strategies Wealth Advisors
Michigan
$76.7M +$2.31M +36,827 +3%
GWA
33
Gratus Wealth Advisors
Virginia
$74.2M +$72.1K +1,150 +0.1%
LNB
34
Ledyard National Bank
$74.2M -$12.7M -202,713 -14%
PAG
35
Private Advisor Group
New Jersey
$70.5M +$891K +14,218 +1%
TPCW
36
TD Private Client Wealth
New York
$69.4M +$9.2M +146,886 +15%
SSWG
37
Seven Springs Wealth Group
Tennessee
$62.2M +$2.69M +42,898 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$60.7M -$1.33M -21,159 -2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$60M +$2.02M +32,249 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$58.6M -$724K -11,561 -1%
FBFS
41
First Business Financial Services
Wisconsin
$57.8M +$2M +31,879 +4%
SA
42
Sanctuary Advisors
Indiana
$53.5M -$1.42M -22,712 -3%
SPC
43
Sigma Planning Corp
Michigan
$50M +$12.8M +204,363 +34%
CWS
44
Confluence Wealth Services
Pennsylvania
$48.7M +$3.42M +54,574 +7%
CCWM
45
Correct Capital Wealth Management
Missouri
$47.8M -$805K -12,848 -2%
SFGP
46
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$47.1M +$2.45M +39,101 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$43.9M -$318K -5,079 -0.7%
CCA
48
Conservest Capital Advisors
Pennsylvania
$42.7M +$445K +7,099 +1%
NA
49
NewEdge Advisors
Louisiana
$42.4M +$6.1M +97,289 +17%
FWA
50
FORM Wealth Advisors
Wisconsin
$41M +$41.6M +664,277 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.