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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
MT
651
Midwest Trust
Kansas
$757K -$461K -6,980 -39%
PAS
652
PKS Advisory Services
New York
$757K +$43.7K +661 +6%
SIA
653
Soltis Investment Advisors
Utah
$748K +$312K +4,714 +75%
PWP
654
Principle Wealth Partners
Connecticut
$740K -$18.3K -277 -2%
UF
655
Univest Financial
Pennsylvania
$739K -$198 -3 -0%
NG
656
Novem Group
New York
$729K -$9.38K -142 -1%
FSA
657
Fort Sheridan Advisors
Illinois
$727K +$30.1K +456 +4%
MCA
658
MSH Capital Advisors
Arizona
$725K +$21.5K +325 +3%
RRA
659
Round Rock Advisors
Connecticut
$725K +$34.9K +528 +5%
RIA
660
Regal Investment Advisors
Michigan
$720K -$922K -13,958 -57%
AIA
661
AssuredPartners Investment Advisors
Florida
$714K +$693K +10,490 New
CPCM
662
Cardinal Point Capital Management
Ontario, Canada
$714K
HAS
663
HBW Advisory Services
California
$712K -$1.52M -22,971 -69%
MSWMA
664
Market Street Wealth Management Advisors
Indiana
$711K -$185K -2,795 -21%
AFG
665
Albion Financial Group
Utah
$706K
PI
666
PFG Investments
New York
$703K +$10.2K +155 +2%
BHWA
667
Beacon Harbor Wealth Advisors
Virginia
$701K -$19.8K -300 -3%
RSF
668
Rik Saylor Financial
Ohio
$700K -$3.24K -49 -0.5%
MWM
669
Modera Wealth Management
New Jersey
$699K
HIS
670
Horizon Investment Services
Indiana
$699K -$10K -152 -1%
BFO
671
Biltmore Family Office
North Carolina
$698K
AUB
672
Atlantic Union Bankshares
Virginia
$688K -$33K -499 -5%
WWG
673
West Wealth Group
California
$688K -$68.5K -1,036 -9%
CWG
674
Cornerstone Wealth Group
North Carolina
$687K
RBWA
675
RFG - Bristol Wealth Advisors
Massachusetts
$687K -$859K -13,001 -56%

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.