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iShares Core Dividend Growth ETF

1,159 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 114 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

87% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 61

51% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 348

3% more funds holding

Funds holding: 1,1201,159 (+39)

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
1,159
Holders Change
+39
Holders Change %
+3.48%
% of All Funds
15.26%
Holding in Top 10
107
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.96%
% of All Funds
1.41%
New
114
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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$43.9M -$1.4M -22,934 -3%
CCA
52
Conservest Capital Advisors
Pennsylvania
$42.8M -$1.39M -22,847 -3%
FWM
53
FFT Wealth Management
Pennsylvania
$42.7M +$843K +13,817 +2%
SPIA
54
Steward Partners Investment Advisory
New York
$42.5M +$325K +5,334 +0.8%
CCWM
55
Correct Capital Wealth Management
Missouri
$41.4M -$7.68M -125,889 -16%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$41M +$302K +4,953 +0.8%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$40.2M -$407K -6,674 -1%
FWA
58
FORM Wealth Advisors
Wisconsin
$39.7M -$2.61M -42,757 -6%
Comerica Bank
59
Comerica Bank
Texas
$39.6M +$3.69M +60,437 +11%
MWP
60
Madison Wealth Partners
Wisconsin
$39.4M +$287K +4,706 +0.8%
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$38.6M +$1.14M +18,757 +3%
HFS
62
Hughes Financial Services
Virginia
$38.4M +$36M +591,138 +86,424%
OC
63
Oppenheimer & Co
New York
$38.3M +$28.9K +474 +0.1%
ODG
64
O'Dell Group
Ohio
$38M -$245K -4,026 -0.7%
LFS
65
Legacy Financial Strategies
Kansas
$36.7M +$1.08M +17,697 +3%
VDI
66
Vaughan David Investments
Illinois
$35.2M +$1.25M +20,519 +4%
WFM
67
Wolff Financial Management
Michigan
$33.4M +$612K +10,033 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$33.2M -$541K -8,870 -2%
AOI
69
Auto-Owners Insurance
Michigan
$32.9M +$17.5M +287,200 +126%
WA
70
Waverly Advisors
Alabama
$32.8M +$884K +14,503 +3%
SWP
71
Stratos Wealth Partners
Ohio
$32.6M -$565K -9,270 -2%
XF
72
XML Financial
Maryland
$32.3M +$491K +8,058 +2%
DI
73
DAGCO Inc
Ohio
$31.9M +$1.21M +19,864 +4%
DOA
74
D'Orazio & Associates
Virginia
$30.4M -$4.2M -68,952 -13%
JWM
75
JGP Wealth Management
Oregon
$30M +$1.4M +22,982 +5%

DGRO Hedge Fund Activity: Q2 2025 in Review

1,159 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: 114 funds opened new DGRO positions and 61 closed out — a net gain of 53 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.

  • 1,159 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.
  • 114 funds opened new iShares Core Dividend Growth ETF positions in Q2 2025 and 61 closed out, a net change of +53 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.