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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
LIM
551
Leavell Investment Management
Alabama
$1.05M
EIG
552
Ellenbecker Investment Group
Wisconsin
$1.04M -$115K -1,834 -10%
FNT
553
First National Trust
Pennsylvania
$1.04M +$75.4K +1,204 +8%
MFG
554
Mosaic Financial Group
Illinois
$1.03M +$689 +11 +0.1%
CFS
555
CGC Financial Services
Oregon
$1.02M
FA
556
Freestate Advisors
Kansas
$1.02M -$574K -9,156 -36%
SP
557
Sequent Planning
Nebraska
$1.01M -$439 -7 -0%
HP
558
Holistic Planning
Texas
$1M -$134K -2,139 -12%
PAG
559
Paladin Advisory Group
Iowa
$1M
HSA
560
HBK Sorce Advisory
Pennsylvania
$993K +$615K +9,809 +157%
NP
561
NorthRock Partners
Minnesota
$990K +$932K +14,873 +1,300%
IA
562
IFG Advisory
Georgia
$977K +$54K +861 +6%
CWP
563
Cyndeo Wealth Partners
Florida
$963K +$57.8K +923 +6%
IIA
564
IPG Investment Advisors
California
$962K
BOPW
565
Brandywine Oak Private Wealth
Pennsylvania
$951K -$18.5K -295 -2%
OWA
566
Opal Wealth Advisors
New York
$950K -$20K -319 -2%
AW
567
Alteri Wealth
California
$949K +$124K +1,984 +15%
MSAM
568
Moloney Securities Asset Management
Missouri
$943K +$49.8K +794 +5%
FCH
569
Freestone Capital Holdings
Washington
$939K -$31.3K -500 -3%
BCA
570
Bay Colony Advisors
Massachusetts
$934K +$22.9K +366 +2%
CFG
571
Citizens Financial Group
Rhode Island
$931K +$580K +9,260 +159%
IAG
572
Ipsen Advisor Group
Arkansas
$928K -$2.07K -33 -0.2%
IC
573
Inscription Capital
Texas
$917K +$990K +15,800 New
WCFA
574
Walkner Condon Financial Advisors
Wisconsin
$908K -$110K -1,748 -11%
OFG
575
Oxford Financial Group
Indiana
$903K -$58.3K -930 -6%

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.