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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
SFG
651
Sunburst Financial Group
Alabama
$672K -$46.2K -737 -6%
PWP
652
Principle Wealth Partners
Connecticut
$670K
SA
653
Sovran Advisors
California
$666K -$69.1K -1,103 -9%
SWM
654
SigFig Wealth Management
California
$662K -$86.2K -1,375 -11%
MWM
655
Mission Wealth Management
California
$661K +$39.8K +635 +6%
MCA
656
MSH Capital Advisors
Arizona
$661K +$77.2K +1,232 +13%
KDA
657
Kraft Davis & Associates
Missouri
$660K +$63 +1 +0%
RFN
658
Redwood Financial Network
Ohio
$655K -$3.13K -50 -0.5%
BHWA
659
Beacon Harbor Wealth Advisors
Virginia
$655K
Qube Research & Technologies (QRT)
660
Qube Research & Technologies (QRT)
United Kingdom
$647K +$124K +1,972 +23%
MFGM
661
Marshall Financial Group (Maryland)
Maryland
$643K -$3.23M -51,612 -83%
HI
662
Human Investing
Oregon
$641K +$24.5K +391 +4%
AFG
663
Albion Financial Group
Utah
$641K -$16.2K -259 -2%
RSF
664
Rik Saylor Financial
Ohio
$639K +$313 +5 +0%
ACM
665
Advance Capital Management
Michigan
$638K +$138K +2,197 +27%
MWM
666
Modera Wealth Management
New Jersey
$636K
BFO
667
Biltmore Family Office
North Carolina
$633K
WC
668
Wolfstich Capital
Massachusetts
$630K
ACG
669
Allen Capital Group
Nebraska
$628K +$21.7K +347 +4%
RC
670
Randolph Company
Ohio
$627K -$32.8K -523 -5%
BNP Paribas Financial Markets
671
BNP Paribas Financial Markets
France
$626K +$635K +10,134 New
RRA
672
Round Rock Advisors
Connecticut
$624K +$98K +1,564 +18%
CFP
673
Comprehensive Financial Planning
Pennsylvania
$624K -$110K -1,755 -15%
NL
674
NWAM LLC
Washington
$622K +$390K +6,221 +162%
EWA
675
ERTS Wealth Advisors
Michigan
$621K

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.