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iShares Core Dividend Growth ETF

1,159 hedge funds and large institutions have $17.9B invested in iShares Core Dividend Growth ETF in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 524 increasing their positions, 348 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,818% more call options, than puts

Call options by funds: $103M | Put options by funds: $1.73M

87% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 61

51% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 348

3% more funds holding

Funds holding: 1,1201,159 (+39)

0.72% more ownership

Funds ownership: 55.13%55.85% (+0.72%)

5% less capital invested

Capital invested by funds: $18.8B → $17.9B (-$882M)

7% less funds holding in top 10

Funds holding in top 10: 115107 (-8)

Holders
1,159
Holders Change
+39
Holders Change %
+3.48%
% of All Funds
15.26%
Holding in Top 10
107
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.96%
% of All Funds
1.41%
New
114
Increased
524
Reduced
348
Closed
61
Calls
$103M
Puts
$1.73M
Net Calls
+$101M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$114M +$1.04M +17,125 +1%
FCAS
27
First Command Advisory Services
Texas
$97.5M +$1.06M +17,373 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$95.3M +$11M +180,434 +14%
SAF
29
Smith Anglin Financial
Texas
$93.8M +$3.01M +49,331 +3%
NFC
30
Northeast Financial Consultants
Connecticut
$93.4M -$537K -8,811 -0.6%
TPCW
31
TD Private Client Wealth
New York
$83.5M +$11.2M +183,892 +16%
PMG
32
ProVise Management Group
Florida
$83.5M +$252K +4,127 +0.3%
SWA
33
Strategies Wealth Advisors
Michigan
$79.5M +$112K +1,838 +0.1%
PAG
34
Private Advisor Group
New Jersey
$77.7M +$4.47M +73,359 +6%
GWA
35
Gratus Wealth Advisors
Virginia
$77.5M +$653K +10,701 +0.9%
LNB
36
Ledyard National Bank
$72.2M -$4.37M -71,697 -6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$70.3M +$7.82M +128,293 +13%
SSWG
38
Seven Springs Wealth Group
Tennessee
$69.4M +$4.79M +78,495 +8%
HI
39
Horizon Investments
North Carolina
$65.5M +$31.5M +516,482 +102%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$64M +$1.08M +17,786 +2%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$63M +$27.3M +447,210 +83%
FBFS
42
First Business Financial Services
Wisconsin
$59.9M +$40.9K +670 +0.1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$59.4M -$1.13M -18,498 -2%
AT
44
American Trust
Kentucky
$58.7M +$17.2M +282,505 +44%
CWS
45
Confluence Wealth Services
Pennsylvania
$57.1M +$3.94M +64,691 +8%
SA
46
Sanctuary Advisors
Indiana
$57M +$1.54M +25,304 +3%
SPC
47
Sigma Planning Corp
Michigan
$50.6M -$1.12M -18,367 -2%
SFGP
48
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$49.6M +$786K +12,890 +2%
NA
49
NewEdge Advisors
Louisiana
$46.4M +$2.42M +39,769 +6%
JWCA
50
J.W. Cole Advisors
Florida
$44.7M +$10.7M +174,676 +33%

DGRO Hedge Fund Activity: Q2 2025 in Review

1,159 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2025, worth a combined $17.9B — down 4.7% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DGRO positions and 61 closed out — a net gain of 53 holders — while 524 added to existing stakes and 348 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $246M. The largest seller was Wealthfront Advisers, cutting an estimated $219M.

  • 1,159 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2025, up from 1,120 in Q1 2025.
  • Funds reported $17.9B of iShares Core Dividend Growth ETF stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 114 funds opened new iShares Core Dividend Growth ETF positions in Q2 2025 and 61 closed out, a net change of +53 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $246M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2025 was Wealthfront Advisers, an estimated $219M sold.

Based on aggregated 13F filings for Q2 2025.