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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
BOPW
576
Brandywine Oak Private Wealth
Pennsylvania
$984K
CRC
577
Curi RMB Capital
Illinois
$966K +$95.3K +1,563 +12%
CFG
578
Citizens Financial Group
Rhode Island
$963K -$976 -16 -0.1%
AAS
579
Ameritas Advisory Services
Nebraska
$962K -$1.06M -17,315 -54%
LT
580
Legacy Trust
Michigan
$959K +$189K +3,100 +26%
OWA
581
Opal Wealth Advisors
New York
$954K -$27.3K -448 -3%
BCA
582
Bay Colony Advisors
Massachusetts
$950K -$25.2K -414 -3%
HI
583
Human Investing
Oregon
$947K +$270K +4,427 +43%
MF
584
Montis Financial
Massachusetts
$946K +$36.8K +603 +4%
MWM
585
Modern Wealth Management
Kansas
$940K +$178K +2,921 +25%
CWP
586
Cyndeo Wealth Partners
Florida
$938K -$56.3K -923 -6%
VFA
587
Valeo Financial Advisors
Indiana
$937K +$14K +229 +2%
PFT
588
Providence First Trust
Arizona
$935K +$892K +14,631 New
RFN
589
RDA Financial Network
Iowa
$935K +$572K +9,386 +179%
OFG
590
Oxford Financial Group
Indiana
$935K
BCWM
591
Bartlett & Co Wealth Management
Ohio
$928K
SFO
592
Stokes Family Office
Louisiana
$918K -$2.26K -37 -0.3%
WIP
593
WealthCare Investment Partners
Rhode Island
$915K +$53.8K +882 +7%
CWM
594
Crowley Wealth Management
Delaware
$911K +$39.9K +655 +5%
FCH
595
Freestone Capital Holdings
Washington
$907K -$61.6K -1,010 -7%
FPW
596
Fairvoy Private Wealth
Alabama
$907K +$2.68K +44 +0.3%
PWH
597
Priebe Wealth Holdings
Minnesota
$903K -$434K -7,120 -34%
AFAS
598
Acorn Financial Advisory Services
Virginia
$878K -$40K -656 -5%
IAG
599
Investment Advisory Group
Massachusetts
$876K +$1.28K +21 +0.2%
MAM
600
MWA Asset Management
Massachusetts
$875K +$6.1K +100 +0.7%

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.