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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
BCM
601
Brasada Capital Management
Texas
$873K +$2.44K +40 +0.3%
PB
602
Pinnacle Bancorp
Nebraska
$872K +$1.77K +29 +0.2%
QPWM
603
Quadrant Private Wealth Management
Pennsylvania
$871K -$204K -3,338 -20%
WF
604
Warner Financial
Maryland
$867K +$1.71K +28 +0.2%
DWG
605
Darden Wealth Group
Michigan
$863K +$823K +13,500 New
VVP
606
Venture Visionary Partners
Ohio
$862K +$114K +1,864 +16%
DWA
607
Delos Wealth Advisors
Texas
$861K
AL
608
Aspiriant LLC
California
$861K
OP
609
ORG Partners
Indiana
$856K +$14.1K +231 +2%
IAIM
610
International Assets Investment Management
Florida
$852K
JIC
611
Johnson Investment Counsel
Ohio
$849K +$145K +2,383 +22%
FFN
612
Focus Financial Network
Minnesota
$848K -$488 -8 -0.1%
MSWMA
613
Market Street Wealth Management Advisors
Indiana
$846K -$15.4K -253 -2%
TPW
614
Talon Private Wealth
Florida
$838K -$30.4K -498 -4%
CF
615
Centaurus Financial
California
$832K +$22.5K +369 +3%
PIAS
616
PCA Investment Advisory Services
Ohio
$831K +$11K +181 +1%
LSIA
617
LaSalle St. Investment Advisors
Illinois
$828K -$22.7K -373 -3%
RF
618
Roxbury Financial
New Jersey
$816K +$88.6K +1,453 +13%
ST
619
Smithfield Trust
Pennsylvania
$814K +$61 +1 +0%
USCWA
620
U.S. Capital Wealth Advisors
Texas
$813K +$216K +3,547 +39%
CCAM
621
Cascades Capital Asset Management
North Carolina
$800K -$8.78K -144 -1%
Fifth Third Bancorp
622
Fifth Third Bancorp
Ohio
$794K -$8.29K -136 -1%
EW
623
Element Wealth
Mississippi
$784K +$12.2K +200 +2%
NFG
624
Northeast Financial Group
Pennsylvania
$784K -$62K -1,017 -8%
MSFS
625
Main Street Financial Solutions
Pennsylvania
$779K +$18.6K +305 +3%

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.