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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
CIC
651
Carnegie Investment Counsel
Ohio
$706K +$193K +3,172 +40%
VC
652
Veracity Capital
Georgia
$702K -$549 -9 -0.1%
SFG
653
Sunburst Financial Group
Alabama
$695K
UF
654
Univest Financial
Pennsylvania
$694K -$12.6K -207 -2%
NG
655
Novem Group
New York
$694K +$54.1K +888 +9%
MC
656
Montag & Caldwell
Georgia
$689K +$657K +10,771 New
AUB
657
Atlantic Union Bankshares
Virginia
$679K +$183K +3,001 +39%
BHWA
658
Beacon Harbor Wealth Advisors
Virginia
$678K
CPCM
659
Cardinal Point Capital Management
Ontario, Canada
$675K -$68.5K -1,123 -10%
PAS
660
PKS Advisory Services
New York
$669K -$34.6K -567 -5%
HIS
661
Horizon Investment Services
Indiana
$666K -$119K -1,956 -16%
MWA
662
Midland Wealth Advisors
Illinois
$666K -$153K -2,502 -19%
AFG
663
Albion Financial Group
Utah
$663K
RSF
664
Rik Saylor Financial
Ohio
$661K -$1.04K -17 -0.2%
MCA
665
MSH Capital Advisors
Arizona
$660K -$22.8K -374 -3%
GS
666
GWN Securities
Florida
$658K -$941K -15,435 -60%
MWM
667
Modera Wealth Management
New Jersey
$656K -$2.07K -34 -0.3%
BFO
668
Biltmore Family Office
North Carolina
$655K
FSA
669
Fort Sheridan Advisors
Illinois
$654K -$74.2K -1,217 -11%
PI
670
PFG Investments
New York
$650K +$30.2K +495 +5%
CFP
671
Comprehensive Financial Planning
Pennsylvania
$649K +$3.05K +50 +0.5%
QCM
672
Quantinno Capital Management
New York
$648K +$618K +10,136 New
AWM
673
Alterna Wealth Management
Texas
$647K +$8.23K +135 +1%
RFN
674
Redwood Financial Network
Ohio
$647K -$29.7K -487 -5%
RRA
675
Round Rock Advisors
Connecticut
$647K +$488 +8 +0.1%

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.