We are live on ! Find out more
DGRO icon

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
EB
501
Eastern Bank
Massachusetts
$1.43M -$335K -5,073 -19%
OAM
502
Occidental Asset Management
California
$1.43M
EF
503
Elite Financial
Idaho
$1.42M -$132K -1,999 -9%
EIP
504
Ellis Investment Partners
Pennsylvania
$1.4M -$95.7K -1,448 -7%
HP
505
Holistic Planning
Texas
$1.4M -$39K -590 -3%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$1.4M +$16.4K +248 +1%
SFC
507
Strategic Financial Concepts
Texas
$1.39M -$400K -6,046 -23%
APA
508
Astoria Portfolio Advisors
New York
$1.39M -$437K -6,615 -25%
RCA
509
Ranch Capital Advisors
Florida
$1.39M +$10.5K +159 +0.8%
IWA
510
Icon Wealth Advisors
Texas
$1.35M +$161K +2,443 +14%
FTUS
511
Flow Traders U.S.
New York
$1.35M +$1.31M +19,848 New
OFG
512
Opulen Financial Group
Virginia
$1.34M -$1.52K -23 -0.1%
ISFAN
513
Investor's Fiduciary Advisor Network
Washington
$1.34M +$15.3K +231 +1%
MFG
514
Magnus Financial Group
New York
$1.34M -$786K -11,897 -38%
KHCM
515
Kirtland Hills Capital Management
Ohio
$1.33M +$106K +1,600 +9%
HF
516
HRT Financial
New York
$1.33M +$1.29M +19,583 New
TAM
517
Titleist Asset Management
Texas
$1.33M +$330 +5 +0%
SFSG
518
Sound Financial Strategies Group
Mississippi
$1.33M -$38.2K -578 -3%
BFP
519
Beacon Financial Planning
Massachusetts
$1.33M +$96K +1,452 +8%
NCM
520
NCM Capital Management
New Jersey
$1.31M -$6.61K -100 -0.5%
FWCM
521
Ferguson Wellman Capital Management
Oregon
$1.31M +$7.53K +114 +0.6%
HNWAG
522
High Net Worth Advisory Group
Florida
$1.3M
SFWA
523
Summit Financial Wealth Advisors
Louisiana
$1.3M -$11K -166 -0.9%
ESB
524
Essex Savings Bank
Connecticut
$1.28M
EPA
525
Element Pointe Advisors
Florida
$1.28M -$506K -7,663 -29%

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.