We are live on ! Find out more
DGRO icon

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
AHC
626
Adell Harriman & Carpenter
Texas
$779K +$27.2K +446 +4%
LF
627
LifePlan Financial
Minnesota
$778K -$2.44K -40 -0.3%
RMAM
628
Raab & Moskowitz Asset Management
New Jersey
$774K +$244 +4 +0%
IWS
629
Insight Wealth Strategies
California
$772K -$1.4K -23 -0.2%
AIP
630
ARS Investment Partners
New York
$772K +$34.6K +567 +5%
EAMA
631
EFG Asset Management (Americas)
Florida
$770K +$37.8K +620 +5%
WCFA
632
Walkner Condon Financial Advisors
Wisconsin
$765K -$167K -2,733 -19%
EIG
633
Ellenbecker Investment Group
Wisconsin
$762K -$298K -4,892 -29%
Susquehanna International Group
634
Susquehanna International Group
Pennsylvania
$758K +$723K +11,849 New
FPW
635
Flagship Private Wealth
Massachusetts
$755K +$122 +2 +0%
EFA
636
Evernest Financial Advisors
Indiana
$754K
CIC
637
Chilton Investment Company
Connecticut
$745K +$395K +6,480 +125%
GCG
638
Gilbert Capital Group
Maine
$744K +$709K +11,629 New
FPAS
639
Focus Partners Advisor Solutions
Missouri
$740K -$15.8K -259 -2%
WMA
640
Wealth Management Associates
New Jersey
$738K +$244 +4 +0%
ASBI
641
American State Bank (Iowa)
Iowa
$731K -$144K -2,363 -17%
PCA
642
Pallas Capital Advisors
Massachusetts
$728K -$23K -378 -3%
AR
643
Apeiron RIA
Texas
$726K +$19.6K +322 +3%
IPAM
644
Investment Partners Asset Management
New Jersey
$721K +$21.2K +348 +3%
WWG
645
West Wealth Group
California
$721K -$135K -2,208 -17%
HSG
646
Helen Stephens Group
Texas
$721K -$198K -3,244 -22%
OWP
647
ORG Wealth Partners
Texas
$720K
CFS
648
Compass Financial Services
Iowa
$718K +$2.81K +46 +0.4%
NAS
649
Nicolet Advisory Services
Wisconsin
$717K +$445K +7,305 +189%
PWP
650
Principle Wealth Partners
Connecticut
$713K +$17.8K +292 +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.