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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
HIP
701
HUB Investment Partners
Texas
$586K -$13K -213 -2%
BJL
702
Brighton Jones LLC
Washington
$584K -$5.37K -88 -1%
HPC
703
HM Payson & Co
Maine
$584K -$208K -3,412 -27%
CWA
704
Clarus Wealth Advisors
Arizona
$582K -$46.9K -769 -8%
DC
705
Diametric Capital
Massachusetts
$580K +$553K +9,064 New
ACM
706
Advance Capital Management
Michigan
$578K -$78.4K -1,286 -12%
JHCP
707
Jackson Hole Capital Partners
Oklahoma
$568K
MFGM
708
Marshall Financial Group (Maryland)
Maryland
$568K -$100K -1,646 -16%
Qube Research & Technologies (QRT)
709
Qube Research & Technologies (QRT)
United Kingdom
$559K -$105K -1,726 -16%
KCM
710
Kathmere Capital Management
Pennsylvania
$551K +$526K +8,623 New
BB
711
Bell Bank
North Dakota
$550K
ACM
712
Ayrshire Capital Management
Connecticut
$546K -$9.15K -150 -2%
WE
713
Wealth Effects
Massachusetts
$545K -$610 -10 -0.1%
SAG
714
SageView Advisory Group
California
$543K -$84.8K -1,391 -14%
FNBT
715
FineMark National Bank & Trust
Florida
$539K
OFS
716
OneAscent Financial Services
Alabama
$538K +$217K +3,557 +75%
SXL
717
Summit X LLC
Missouri
$532K -$28.6K -469 -5%
ML
718
McAdam LLC
Pennsylvania
$532K +$37.1K +609 +8%
First Manhattan
719
First Manhattan
New York
$528K -$122 -2 -0%
SCM
720
SCS Capital Management
Massachusetts
$528K +$504K +8,259 New
SSI
721
Scott & Selber Inc
Texas
$526K +$122 +2 +0%
TIAA Trust, National Association
722
TIAA Trust, National Association
North Carolina
$525K +$136K +2,229 +37%
WF
723
Whelan Financial
California
$522K -$1.1K -18 -0.2%
SWA
724
Sax Wealth Advisors
New Jersey
$520K -$8.96K -147 -2%
RWA
725
River Wealth Advisors
Pennsylvania
$518K -$15.2K -250 -3%

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.