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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
RIA
476
Regal Investment Advisors
Michigan
$1.57M +$1.5M +24,528 New
BC
477
Brio Consultants
California
$1.57M -$484K -7,937 -24%
NG
478
Norden Group
Utah
$1.55M -$54.9K -900 -4%
NA
479
Nottingham Advisors
New York
$1.54M +$54K +886 +4%
Financial Engines Advisors
480
Financial Engines Advisors
California
$1.54M +$159K +2,602 +12%
AFA
481
Allium Financial Advisors
Oregon
$1.54M
MAM
482
McLean Asset Management
Virginia
$1.53M +$1.89K +31 +0.1%
BIA
483
Biondo Investment Advisors
Pennsylvania
$1.53M -$2.74K -45 -0.2%
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$1.53M -$15.3K -251 -1%
CCFM
485
Clear Creek Financial Management
Washington
$1.53M -$198K -3,246 -12%
RBFC
486
Roman Butler Fullerton & Co
Missouri
$1.52M +$4.88K +80 +0.3%
EWA
487
Exencial Wealth Advisors
Oklahoma
$1.52M -$109K -1,792 -7%
KFA
488
Kapstone Financial Advisors
Ohio
$1.51M -$98.9K -1,622 -6%
BCM
489
Brookstone Capital Management
Illinois
$1.51M +$3.9K +64 +0.3%
PIMG
490
Patriot Investment Management Group
Tennessee
$1.5M
MFA
491
Mayflower Financial Advisors
Massachusetts
$1.49M -$6.16K -101 -0.4%
FG
492
Fiduciary Group
Georgia
$1.49M -$22.6K -370 -2%
EF
493
Elite Financial
Idaho
$1.48M
DL
494
DOHJ LLC
Washington
$1.48M -$55.2K -906 -3%
RBWA
495
RFG - Bristol Wealth Advisors
Massachusetts
$1.48M +$848K +13,907 +151%
PHWM
496
Pine Harbor Wealth Management
Maryland
$1.47M +$269K +4,414 +24%
PRI
497
Prepared Retirement Institute
Pennsylvania
$1.47M -$17.4K -286 -1%
FHC
498
First Heartland Consultants
Missouri
$1.45M +$79.7K +1,307 +6%
FB
499
First Bancorp
Maine
$1.45M +$99.7K +1,635 +8%
MGIA
500
Moneta Group Investment Advisors
Missouri
$1.44M -$46.1K -756 -3%

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.