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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
VT
551
Vise Technologies
New York
$1.11M +$1.06M +17,423 New
IWA
552
Icon Wealth Advisors
Texas
$1.11M -$161K -2,636 -13%
BL
553
Balentine LLC
Georgia
$1.11M
VA
554
VestGen Advisors
Illinois
$1.1M -$28.8K -472 -3%
National Bank of Canada
555
National Bank of Canada
Quebec, Canada
$1.09M -$201K -3,293 -16%
LIM
556
Leavell Investment Management
Alabama
$1.08M
NGA
557
Naples Global Advisors
Florida
$1.08M -$4.27K -70 -0.4%
CFS
558
Commonwealth Financial Services
West Virginia
$1.08M -$20.5K -337 -2%
FA
559
Freestate Advisors
Kansas
$1.07M +$15K +246 +1%
IAG
560
Ipsen Advisor Group
Arkansas
$1.07M +$105K +1,717 +11%
AFP
561
Ausdal Financial Partners
Iowa
$1.07M -$54.1K -887 -5%
MFG
562
Mosaic Financial Group
Illinois
$1.07M +$610 +10 +0.1%
CFS
563
CGC Financial Services
Oregon
$1.06M
ZF
564
Zhang Financial
Michigan
$1.06M +$623K +10,219 +162%
GIM
565
Glenmede Investment Management
Pennsylvania
$1.05M +$1M +16,470 New
Renaissance Technologies
566
Renaissance Technologies
New York
$1.04M -$470K -7,700 -32%
LW
567
Linscomb Wealth
Texas
$1.04M -$166K -2,730 -14%
PAG
568
Paladin Advisory Group
Iowa
$1.03M -$1.77K -29 -0.2%
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$1.02M +$93.4K +1,532 +11%
AW
570
Alteri Wealth
California
$1.01M +$23.5K +386 +3%
TFA
571
Tranquilli Financial Advisor
New Jersey
$1M +$441K +7,225 +86%
SA
572
Sovran Advisors
California
$1M +$245K +4,015 +35%
GM
573
GeoWealth Management
Illinois
$999K +$467K +7,658 +96%
TFA
574
Teamwork Financial Advisors
Texas
$996K +$104K +1,713 +12%
IIA
575
IPG Investment Advisors
California
$996K

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.