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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
CIC
676
Carnegie Investment Counsel
Ohio
$683K -$67.1K -1,015 -9%
IP
677
Ignite Planners
California
$683K +$26.5K +401 +4%
CCM
678
Coldstream Capital Management
Washington
$681K +$364K +5,502 +122%
CG
679
Caprock Group
Idaho
$678K +$670K +10,133 New
SWM
680
SigFig Wealth Management
California
$675K +$5.82K +88 +0.9%
LA
681
Latitude Advisors
Florida
$672K -$11.9K -180 -2%
ACG
682
Allen Capital Group
Nebraska
$668K
RFN
683
Redwood Financial Network
Ohio
$664K -$23.9K -361 -4%
CFP
684
Comprehensive Financial Planning
Pennsylvania
$663K -$27.3K -413 -4%
WAL
685
W Advisors LLC
Tennessee
$660K
VC
686
Veracity Capital
Georgia
$659K -$85.7K -1,297 -12%
SW
687
Simplicity Wealth
New Jersey
$650K -$999K -15,118 -61%
LC
688
Lincoln Capital
Nebraska
$640K -$36.5K -553 -6%
SWM
689
Silverlake Wealth Management
Vermont
$640K -$559K -8,454 -47%
HIP
690
HUB Investment Partners
Texas
$638K +$13.7K +207 +2%
CB
691
Commerce Bank
Missouri
$636K -$19.8K -300 -3%
WJA
692
Willis Johnson & Associates
Texas
$636K -$18K -272 -3%
CWA
693
Clarus Wealth Advisors
Arizona
$634K +$17.4K +263 +3%
MFF
694
Michels Family Financial
Texas
$630K -$3.44K -52 -0.6%
IRP
695
Investment Research Partners
Pennsylvania
$629K +$609K +9,210 New
CAAM
696
Cornerstone Advisors Asset Management
Pennsylvania
$629K
LWM
697
Liberty Wealth Management
California
$627K +$250K +3,782 +70%
DWG
698
Darden Wealth Group
Michigan
$626K -$284K -4,300 -32%
OAP
699
One Advisory Partners
Kansas
$625K -$7.73K -117 -1%
HPC
700
HM Payson & Co
Maine
$621K

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.