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iShares Core Dividend Growth ETF

1,120 hedge funds and large institutions have $18.8B invested in iShares Core Dividend Growth ETF in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 475 increasing their positions, 390 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 60

22% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 390

5% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$930M)

0% less funds holding

Funds holding: 1,1221,120 (-2)

0.71% less ownership

Funds ownership: 55.84%55.13% (-0.71%)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

24% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.83M

Holders
1,120
Holders Change
-2
Holders Change %
-0.18%
% of All Funds
15.02%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
1.54%
New
81
Increased
475
Reduced
390
Closed
60
Calls
$2.9M
Puts
$3.83M
Net Calls
-$927K
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$40.8M +$661K +10,550 +2%
FWM
52
FFT Wealth Management
Pennsylvania
$39.8M +$15.1M +240,327 +59%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$39.3M -$10.7M -169,977 -21%
AT
54
American Trust
Kentucky
$39.2M -$48.5M -774,106 -55%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$38.5M +$521K +8,322 +1%
MWP
56
Madison Wealth Partners
Wisconsin
$37.8M -$17.7M -282,649 -32%
OC
57
Oppenheimer & Co
New York
$37M +$565K +9,016 +2%
ODG
58
O'Dell Group
Ohio
$36.9M +$581K +9,279 +2%
RDFA
59
Ritter Daniher Financial Advisory
Ohio
$36.2M +$1.39M +22,102 +4%
Comerica Bank
60
Comerica Bank
Texas
$34.6M +$1.19M +19,048 +4%
LFS
61
Legacy Financial Strategies
Kansas
$34.3M +$715K +11,412 +2%
DOA
62
D'Orazio & Associates
Virginia
$33.6M -$912K -14,550 -3%
VAS
63
Vestmark Advisory Solutions
Massachusetts
$33.3M -$3.13M -49,896 -8%
VDI
64
Vaughan David Investments
Illinois
$32.8M +$168K +2,680 +0.5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$32.7M +$493K +7,863 +2%
JWCA
66
J.W. Cole Advisors
Florida
$32.4M -$2.38M -38,046 -7%
SWP
67
Stratos Wealth Partners
Ohio
$32M +$8.86M +141,433 +38%
WFM
68
Wolff Financial Management
Michigan
$31.6M +$194K +3,100 +0.6%
HI
69
Horizon Investments
North Carolina
$31.3M +$31.8M +507,129 +473,952%
WA
70
Waverly Advisors
Alabama
$30.8M +$428K +6,833 +1%
XF
71
XML Financial
Maryland
$30.7M -$473K -7,544 -1%
DI
72
DAGCO Inc
Ohio
$29.6M +$924K +14,751 +3%
SCI
73
Silver Coast Investments
United States
$28M -$1.57M -24,984 -5%
JWM
74
JGP Wealth Management
Oregon
$27.6M +$10.4M +166,050 +59%
AWM
75
Altus Wealth Management
Kentucky
$26.2M +$83.1K +1,326 +0.3%

DGRO Hedge Fund Activity: Q1 2025 in Review

1,120 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2025, worth a combined $18.8B — up 5.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DGRO positions and 60 closed out — a net gain of 21 holders — while 475 added to existing stakes and 390 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $101M. The largest seller was Envestnet Asset Management, cutting an estimated $72.3M.

  • 1,120 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2025, down from 1,122 in Q4 2024.
  • Funds reported $18.8B of iShares Core Dividend Growth ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
  • 81 funds opened new iShares Core Dividend Growth ETF positions in Q1 2025 and 60 closed out, a net change of +21 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $101M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $72.3M sold.

Based on aggregated 13F filings for Q1 2025.