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iShares Core Dividend Growth ETF

1,160 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 115 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

89% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 61

51% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 348

4% more funds holding

Funds holding: 1,1201,160 (+40)

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
1,160
Holders Change
+40
Holders Change %
+3.57%
% of All Funds
15.27%
Holding in Top 10
107
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.96%
% of All Funds
1.41%
New
115
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
IP
501
Investment Partners
Ohio
$1.43M +$2.62K +43 +0.2%
RWP
502
RWA Wealth Partners
Massachusetts
$1.42M -$94.5K -1,550 -7%
PA
503
PFG Advisors
Arizona
$1.41M -$65.3K -1,071 -5%
EIP
504
Ellis Investment Partners
Pennsylvania
$1.41M +$18.7K +306 +1%
JIC
505
Joel Isaacson & Co
New York
$1.4M +$6.71K +110 +0.5%
PCIA
506
Prime Capital Investment Advisors
Kansas
$1.38M -$903K -14,804 -41%
CFB
507
Cullen/Frost Bankers
Texas
$1.36M +$231K +3,796 +22%
HP
508
Holistic Planning
Texas
$1.35M +$301K +4,933 +30%
RC
509
Rovin Capital
Arizona
$1.35M -$10.5K -173 -0.8%
OAM
510
Occidental Asset Management
California
$1.34M
AQR Capital Management
511
AQR Capital Management
Connecticut
$1.32M +$411K +6,741 +49%
WFA
512
Wells Financial Advisors
Massachusetts
$1.3M -$4.27K -70 -0.3%
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$1.3M -$96.3K -1,580 -7%
CFS
514
CRA Financial Services
New Jersey
$1.3M
RCA
515
Ranch Capital Advisors
Florida
$1.29M +$63.2K +1,037 +5%
SFSG
516
Sound Financial Strategies Group
Mississippi
$1.28M -$18.8K -309 -2%
FFS
517
Flavin Financial Services
Florida
$1.28M -$532K -8,730 -30%
DRP
518
Decker Retirement Planning
Utah
$1.28M +$1.21M +19,823 +10,892%
AWMG
519
Alliance Wealth Management Group
New Jersey
$1.27M -$40.1K -657 -3%
OFG
520
Opulen Financial Group
Virginia
$1.26M -$4.7K -77 -0.4%
3F
521
360 Financial
Minnesota
$1.26M -$85.8K -1,407 -7%
TAM
522
Titleist Asset Management
Texas
$1.25M -$27.7K -455 -2%
ISFAN
523
Investor's Fiduciary Advisor Network
Washington
$1.24M +$75.9K +1,244 +7%
NCM
524
NCM Capital Management
New Jersey
$1.24M
FPCP
525
Fort Point Capital Partners
California
$1.23M +$83.5K +1,370 +8%

DGRO Hedge Fund Activity: Q2 2025 in Review

1,160 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: 115 funds opened new DGRO positions and 61 closed out — a net gain of 54 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.

  • 1,160 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.
  • 115 funds opened new iShares Core Dividend Growth ETF positions in Q2 2025 and 61 closed out, a net change of +54 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.