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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
HSG
576
Helen Stephens Group
Texas
$897K +$4.57K +73 +0.5%
BCWM
577
Bartlett & Co Wealth Management
Ohio
$896K +$484K +7,725 +114%
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
$895K -$160K -2,559 -15%
VFA
579
Valeo Financial Advisors
Indiana
$891K -$2.19K -35 -0.2%
SFO
580
Stokes Family Office
Louisiana
$889K -$74.6K -1,190 -8%
AFAS
581
Acorn Financial Advisory Services
Virginia
$889K -$83.3K -1,329 -8%
SEIA
582
Signature Estate & Investment Advisors
California
$882K +$364K +5,810 +69%
MF
583
Montis Financial
Massachusetts
$877K -$307K -4,894 -26%
FPW
584
Fairvoy Private Wealth
Alabama
$873K -$19.6K -313 -2%
MFG
585
Magnus Financial Group
New York
$858K -$316K -5,036 -27%
TFA
586
Teamwork Financial Advisors
Texas
$857K +$657K +10,485 +310%
AQR Capital Management
587
AQR Capital Management
Connecticut
$855K +$423K +6,758 +95%
ASBI
588
American State Bank (Iowa)
Iowa
$853K -$1.69K -27 -0.2%
IAG
589
Investment Advisory Group
Massachusetts
$845K +$1.25K +20 +0.1%
TPW
590
Talon Private Wealth
Florida
$841K -$245K -3,917 -22%
PB
591
Pinnacle Bancorp
Nebraska
$840K +$46.8K +747 +6%
SW
592
Simplicity Wealth
New Jersey
$840K +$285K +4,544 +50%
CWM
593
Crowley Wealth Management
Delaware
$839K -$95.6K -1,526 -10%
MAM
594
MWA Asset Management
Massachusetts
$839K +$6.58K +105 +0.8%
CRC
595
Curi RMB Capital
Illinois
$837K -$160K -2,553 -16%
WF
596
Warner Financial
Maryland
$836K
MSWMA
597
Market Street Wealth Management Advisors
Indiana
$833K -$55.3K -883 -6%
DWA
598
Delos Wealth Advisors
Texas
$832K +$844K +13,473 New
AL
599
Aspiriant LLC
California
$832K
GT
600
Glenmede Trust
Pennsylvania
$826K -$6.27K -100 -0.7%

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.