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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 62 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

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

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: 1,1591,179 (+20)

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
+20
Holders Change %
+1.73%
% 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
62
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$49.1M +$6.68M +101,003 +16%
JWCA
52
J.W. Cole Advisors
Florida
$47.9M +$312K +4,726 +0.7%
FWM
53
FFT Wealth Management
Pennsylvania
$46.2M +$1.3M +19,742 +3%
CCA
54
Conservest Capital Advisors
Pennsylvania
$46.1M +$537K +8,133 +1%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$45.4M -$1.3M -19,727 -3%
SPIA
56
Steward Partners Investment Advisory
New York
$44.8M -$497K -7,523 -1%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$43.7M -$13K -197 -0%
MWP
58
Madison Wealth Partners
Wisconsin
$43.1M +$1.04M +15,802 +3%
RDFA
59
Ritter Daniher Financial Advisory
Ohio
$42.8M +$1.65M +24,902 +4%
HFS
60
Hughes Financial Services
Virginia
$41.5M +$1.21M +18,375 +3%
ODG
61
O'Dell Group
Ohio
$41.4M +$940K +14,216 +2%
LFS
62
Legacy Financial Strategies
Kansas
$40.5M +$1.39M +21,062 +4%
OC
63
Oppenheimer & Co
New York
$40.2M -$499K -7,546 -1%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$39.8M -$2.27M -34,322 -6%
VDI
65
Vaughan David Investments
Illinois
$38M +$495K +7,497 +1%
WFM
66
Wolff Financial Management
Michigan
$36.6M +$1.01M +15,302 +3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$36M +$613K +9,272 +2%
WA
68
Waverly Advisors
Alabama
$35.8M +$885K +13,387 +3%
CCWM
69
Correct Capital Wealth Management
Missouri
$35.4M -$8.44M -127,739 -20%
AOI
70
Auto-Owners Insurance
Michigan
$35M
DI
71
DAGCO Inc
Ohio
$34.8M +$795K +12,022 +2%
XF
72
XML Financial
Maryland
$34.6M +$250K +3,777 +0.7%
LGWM
73
Litman Gregory Wealth Management
California
$33.8M +$2.67M +40,460 +9%
VAS
74
Vestmark Advisory Solutions
Massachusetts
$33.5M -$32.6M -493,921 -50%
JWM
75
JGP Wealth Management
Oregon
$33.3M +$1.24M +18,810 +4%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,619 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 62 closed out — a net gain of 42 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 1,159 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 62 closed out, a net change of +42 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.