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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
IAIM
601
International Assets Investment Management
Florida
$823K -$41.4K -661 -5%
LSIA
602
LaSalle St. Investment Advisors
Illinois
$823K +$450K +7,175 +116%
WWG
603
West Wealth Group
California
$822K +$141K +2,246 +20%
FFN
604
Focus Financial Network
Minnesota
$820K +$1.19K +19 +0.1%
NFG
605
Northeast Financial Group
Pennsylvania
$820K -$334K -5,335 -29%
Jane Street
606
Jane Street
New York
$818K -$2.52M -40,282 -75%
ARC
607
Advisor Resource Council
Texas
$815K +$826K +13,184 New
PCH
608
PGIM Custom Harvest
New Jersey
$813K -$157K -2,500 -16%
OP
609
ORG Partners
Indiana
$811K -$3.9M -62,209 -83%
MWA
610
Midland Wealth Advisors
Illinois
$798K -$204K -3,257 -20%
BFP
611
Beacon Financial Planning
Massachusetts
$793K +$485K +7,746 +152%
PIAS
612
PCA Investment Advisory Services
Ohio
$791K +$1.88K +30 +0.2%
ST
613
Smithfield Trust
Pennsylvania
$784K -$261K -4,168 -25%
CCAM
614
Cascades Capital Asset Management
North Carolina
$782K -$29.3K -467 -4%
CF
615
Centaurus Financial
California
$781K +$57.6K +919 +8%
Fifth Third Bancorp
616
Fifth Third Bancorp
Ohio
$775K +$296K +4,723 +60%
HPC
617
HM Payson & Co
Maine
$775K -$40.1K -640 -5%
HIS
618
Horizon Investment Services
Indiana
$764K -$112K -1,784 -13%
LF
619
LifePlan Financial
Minnesota
$754K +$52.6K +839 +7%
WIP
620
WealthCare Investment Partners
Rhode Island
$752K -$33.4K -533 -4%
RMAM
621
Raab & Moskowitz Asset Management
New Jersey
$748K +$5.33K +85 +0.7%
EW
622
Element Wealth
Mississippi
$745K -$67.4K -1,076 -8%
IWS
623
Insight Wealth Strategies
California
$738K -$7.71K -123 -1%
BCM
624
Brasada Capital Management
Texas
$737K -$25.6K -408 -3%
LT
625
Legacy Trust
Michigan
$735K +$407K +6,500 +121%

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.