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iShares Core Dividend Growth ETF

1,179 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 390 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,364% more call options, than puts

Call options by funds: $107M | Put options by funds: $1.65M

65% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 63

27% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 390

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.21B)

2% more funds holding

Funds holding: 1,1601,179 (+19)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

1.97% less ownership

Funds ownership: 55.85%53.89% (-2%)

Holders
1,179
Holders Change
+19
Holders Change %
+1.64%
% of All Funds
15.47%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.42%
New
104
Increased
495
Reduced
390
Closed
63
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
626
Merkkuri Wealth Advisors
New York
$823K -$941K -14,232 -54%
EW
627
Element Wealth
Mississippi
$822K -$12.2K -184 -2%
IWS
628
Insight Wealth Strategies
California
$814K +$1.92K +29 +0.2%
WCFA
629
Walkner Condon Financial Advisors
Wisconsin
$814K -$1.19K -18 -0.2%
FPW
630
Flagship Private Wealth
Massachusetts
$804K +$264 +4 +0%
EFA
631
Evernest Financial Advisors
Indiana
$803K
EIG
632
Ellenbecker Investment Group
Wisconsin
$800K -$10.8K -163 -1%
RFP
633
Root Financial Partners
California
$799K +$536K +8,117 +224%
WMA
634
Wealth Management Associates
New Jersey
$797K +$11.5K +174 +2%
AWMS
635
Advocacy Wealth Management Services
Georgia
$794K +$771K +11,664 New
CIC
636
Chilton Investment Company
Connecticut
$793K
LWM
637
LongView Wealth Management
Georgia
$793K +$284K +4,290 +58%
DIA
638
Dana Investment Advisors
Wisconsin
$792K +$118K +1,781 +18%
CFS
639
Compass Financial Services
Iowa
$788K +$23K +348 +3%
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$788K -$55.1K -834 -7%
ASBI
641
American State Bank (Iowa)
Iowa
$784K +$5.55K +84 +0.7%
LF
642
LifePlan Financial
Minnesota
$784K -$42.4K -642 -5%
MF
643
Montis Financial
Massachusetts
$781K -$220K -3,324 -22%
FNWM
644
Financial Network Wealth Management
Utah
$774K +$752K +11,374 New
HSG
645
Helen Stephens Group
Texas
$772K +$4.1K +62 +0.6%
PCA
646
Pallas Capital Advisors
Massachusetts
$770K -$4.63K -70 -0.6%
GCG
647
Gilbert Capital Group
Maine
$769K -$22.2K -336 -3%
NAS
648
Nicolet Advisory Services
Wisconsin
$766K +$66 +1 +0%
TIAA Trust, National Association
649
TIAA Trust, National Association
North Carolina
$763K +$198K +2,989 +36%
AR
650
Apeiron RIA
Texas
$761K -$5.88K -89 -0.8%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2025, worth a combined $19.1B — up 6.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DGRO positions and 63 closed out — a net gain of 41 holders — while 495 added to existing stakes and 390 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $215M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 1,179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2025, up from 1,160 in Q2 2025.
  • Funds reported $19.1B of iShares Core Dividend Growth ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 104 funds opened new iShares Core Dividend Growth ETF positions in Q3 2025 and 63 closed out, a net change of +41 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $215M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2025.