We are live on ! Find out more
DGRO icon

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
MSFS
626
Main Street Financial Solutions
Pennsylvania
$734K +$316K +5,050 +74%
FPAS
627
Focus Partners Advisor Solutions
Missouri
$731K +$32.6K +521 +5%
FPW
628
Flagship Private Wealth
Massachusetts
$730K +$63 +1 +0%
EFA
629
Evernest Financial Advisors
Indiana
$729K
WPC
630
Wedmont Private Capital
Pennsylvania
$729K +$12.3K +196 +2%
MWM
631
Modern Wealth Management
Kansas
$728K +$91K +1,452 +14%
PCA
632
Pallas Capital Advisors
Massachusetts
$727K +$11.7K +187 +2%
RF
633
Roxbury Financial
New Jersey
$726K +$29.5K +471 +4%
AHC
634
Adell Harriman & Carpenter
Texas
$725K +$23.5K +375 +3%
CPCM
635
Cardinal Point Capital Management
Ontario, Canada
$722K +$313 +5 +0%
VVP
636
Venture Visionary Partners
Ohio
$718K +$16.4K +262 +2%
WMA
637
Wealth Management Associates
New Jersey
$712K +$6.45K +103 +0.9%
FSA
638
Fort Sheridan Advisors
Illinois
$707K +$4.32K +69 +0.6%
AIP
639
ARS Investment Partners
New York
$705K
EAMA
640
EFG Asset Management (Americas)
Florida
$705K +$127K +2,034 +22%
FNWM
641
Financial Network Wealth Management
Utah
$702K
VCM
642
Virtue Capital Management
Tennessee
$700K +$709K +11,315 New
CFS
643
Compass Financial Services
Iowa
$691K +$2.82K +45 +0.4%
OWP
644
ORG Wealth Partners
Texas
$685K -$75.3K -1,201 -10%
UF
645
Univest Financial
Pennsylvania
$683K +$13.5K +215 +2%
AR
646
Apeiron RIA
Texas
$681K +$2.44K +39 +0.4%
PAS
647
PKS Advisory Services
New York
$681K -$31.6K -504 -4%
VC
648
Veracity Capital
Georgia
$679K +$32K +511 +5%
IPAM
649
Investment Partners Asset Management
New Jersey
$675K +$67.6K +1,078 +11%
JIC
650
Johnson Investment Counsel
Ohio
$674K -$14.5K -231 -2%

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.