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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
SFWA
526
Summit Financial Wealth Advisors
Louisiana
$1.23M +$854 +14 +0.1%
HNWAG
527
High Net Worth Advisory Group
Florida
$1.22M
CA
528
Claro Advisors
Massachusetts
$1.22M +$67.9K +1,113 +6%
FWCM
529
Ferguson Wellman Capital Management
Oregon
$1.22M -$28.9K -474 -2%
Lido Advisors
530
Lido Advisors
California
$1.22M +$30.6K +502 +3%
EFG
531
Ehrlich Financial Group
California
$1.21M +$51.8K +850 +5%
ESB
532
Essex Savings Bank
Connecticut
$1.2M +$59.5K +975 +5%
SP
533
Sequent Planning
Nebraska
$1.2M +$146K +2,392 +15%
FNT
534
First National Trust
Pennsylvania
$1.2M +$116K +1,902 +11%
NP
535
NorthRock Partners
Minnesota
$1.19M +$160K +2,623 +16%
BSTWA
536
Blake Schutter Theil Wealth Advisors
Ohio
$1.18M -$2.13K -35 -0.2%
MSAM
537
Moloney Securities Asset Management
Missouri
$1.18M +$190K +3,119 +20%
GMFG
538
Greater Midwest Financial Group
Minnesota
$1.17M -$42.5K -697 -4%
PA
539
Parallel Advisors
California
$1.17M -$230K -3,766 -17%
WGC
540
Watts Gwilliam & Co
Arizona
$1.16M -$214K -3,513 -17%
MT
541
Midwest Trust
Kansas
$1.16M +$1.1M +18,105 New
BFP
542
Beacon Financial Planning
Massachusetts
$1.15M +$316K +5,185 +40%
KHCM
543
Kirtland Hills Capital Management
Ohio
$1.15M +$679K +11,141 +162%
SWM
544
Silverlake Wealth Management
Vermont
$1.14M +$1.09M +17,859 New
PPW
545
Pasadena Private Wealth
California
$1.14M -$12.4K -203 -1%
VNA
546
Valley National Advisers
Pennsylvania
$1.13M +$28.7K +471 +3%
SEIA
547
Signature Estate & Investment Advisors
California
$1.12M +$202K +3,312 +23%
IA
548
IFG Advisory
Georgia
$1.12M +$107K +1,759 +11%
PWMAG
549
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M +$20.7K +340 +2%
PTC
550
Private Trust Company
Ohio
$1.12M -$27.9K -458 -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.