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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
SF
676
Symphony Financial
Texas
$647K +$607K +9,961 New
CWG
677
Cornerstone Wealth Group
North Carolina
$646K +$616K +10,097 New
SFS
678
Sowell Financial Services
Arkansas
$644K +$5.61K +92 +0.9%
LA
679
Latitude Advisors
Florida
$642K +$1.4K +23 +0.2%
AFW
680
Avantra Family Wealth
Pennsylvania
$637K -$455K -7,465 -43%
KDA
681
Kraft Davis & Associates
Missouri
$633K -$100K -1,645 -15%
LC
682
Lincoln Capital
Nebraska
$633K +$9.39K +154 +2%
DIA
683
Dana Investment Advisors
Wisconsin
$630K +$27.1K +444 +5%
TWCA
684
Two West Capital Advisors
Kansas
$630K +$347K +5,695 +147%
SWM
685
SigFig Wealth Management
California
$629K -$57.5K -943 -9%
SAW
686
Signal Advisors Wealth
Michigan
$628K +$39.9K +655 +7%
ACG
687
Allen Capital Group
Nebraska
$627K -$21.6K -355 -3%
IP
688
Ignite Planners
California
$624K +$305 +5 +0.1%
WAL
689
W Advisors LLC
Tennessee
$620K
CB
690
Commerce Bank
Missouri
$617K +$85.3K +1,399 +17%
OAP
691
One Advisory Partners
Kansas
$616K +$571K +9,361 New
WJA
692
Willis Johnson & Associates
Texas
$615K +$116K +1,906 +25%
DT
693
Diversified Trust
Tennessee
$614K +$29.7K +487 +5%
GT
694
Glenview Trust
Kentucky
$608K +$38.8K +637 +7%
AA
695
Ancora Advisors
Ohio
$608K +$244 +4 +0%
JPG
696
Jordan Park Group
California
$607K
SIAG
697
Safeguard Investment Advisory Group
California
$601K +$573K +9,393 New
MFF
698
Michels Family Financial
Texas
$595K -$5.12K -84 -0.9%
GSWM
699
Golden State Wealth Management
California
$595K -$35.2K -577 -6%
CAAM
700
Cornerstone Advisors Asset Management
Pennsylvania
$591K

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.