We are live on ! Find out more
DGRO icon

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
HNWAG
526
High Net Worth Advisory Group
Florida
$1.18M
GMFG
527
Greater Midwest Financial Group
Minnesota
$1.17M -$63K -1,005 -5%
LW
528
Linscomb Wealth
Texas
$1.17M -$2K -32 -0.2%
PHWM
529
Pine Harbor Wealth Management
Maryland
$1.15M -$22.1K -352 -2%
Lido Advisors
530
Lido Advisors
California
$1.15M +$17.9K +286 +2%
BSTWA
531
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M -$501 -8 -0%
AWP
532
Accretive Wealth Partners
New Jersey
$1.13M +$224K +3,569 +23%
ISFAN
533
Investor's Fiduciary Advisor Network
Washington
$1.12M +$54.8K +874 +5%
FCI
534
Financial Counselors Inc
Kansas
$1.12M +$820K +13,079 +260%
EFG
535
Ehrlich Financial Group
California
$1.12M -$14K -224 -1%
CA
536
Claro Advisors
Massachusetts
$1.11M -$380K -6,069 -25%
PPW
537
Pasadena Private Wealth
California
$1.11M +$171K +2,731 +18%
PTC
538
Private Trust Company
Ohio
$1.11M +$93.9K +1,499 +9%
FPCP
539
Fort Point Capital Partners
California
$1.1M +$4.89K +78 +0.4%
ESB
540
Essex Savings Bank
Connecticut
$1.1M +$38.2K +610 +4%
AFP
541
Ausdal Financial Partners
Iowa
$1.09M -$247K -3,936 -18%
VA
542
VestGen Advisors
Illinois
$1.08M +$1.1M +17,557 New
AFW
543
Avantra Family Wealth
Pennsylvania
$1.08M +$67.9K +1,084 +7%
CFB
544
Cullen/Frost Bankers
Texas
$1.08M -$356K -5,688 -25%
BL
545
Balentine LLC
Georgia
$1.07M +$1.09M +17,341 New
VNA
546
Valley National Advisers
Pennsylvania
$1.07M +$87.8K +1,401 +9%
PWMAG
547
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$29.1K -464 -3%
CFS
548
Commonwealth Financial Services
West Virginia
$1.06M -$28.3K -451 -3%
NGA
549
Naples Global Advisors
Florida
$1.05M -$89.7K -1,431 -8%
QPWM
550
Quadrant Private Wealth Management
Pennsylvania
$1.05M +$82.5K +1,317 +8%

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.