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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
BFS
726
Bradley Foster & Sargent
Connecticut
$485K +$9.53K +152 +2%
FPGK
727
Financial Partners Group (Kansas)
Kansas
$482K +$2.19K +35 +0.5%
HL
728
HeadInvest LLC
Maine
$481K -$173K -2,760 -26%
BWM
729
BKM Wealth Management
Wisconsin
$480K +$45.2K +721 +10%
AAS
730
Annex Advisory Services
Wisconsin
$479K -$186K -2,972 -28%
CSB
731
City State Bank
Iowa
$478K +$5.33K +85 +1%
BW
732
Balance Wealth
Ohio
$477K +$484K +7,717 New
WJA
733
Willis Johnson & Associates
Texas
$476K +$8.33K +133 +2%
ML
734
McAdam LLC
Pennsylvania
$476K -$74.1K -1,183 -13%
SFS
735
Summit Financial Strategies
Ohio
$475K
AWM
736
Avaii Wealth Management
Wisconsin
$473K -$17.7K -283 -4%
KWM
737
Keebeck Wealth Management
Illinois
$472K +$70.2K +1,120 +17%
AUB
738
Atlantic Union Bankshares
Virginia
$470K
BA
739
Bluesphere Advisors
Pennsylvania
$469K +$68.4K +1,092 +17%
ICM
740
Intrepid Capital Management
Florida
$462K
SHJ
741
Sharkey, Howes & Javer
Colorado
$461K -$74.1K -1,183 -14%
AF
742
Apollon Financial
South Carolina
$459K +$28.8K +460 +7%
DWT
743
Dorsey & Whitney Trust
South Dakota
$457K
FCT
744
Family Capital Trust
Massachusetts
$451K
PFWA
745
Paces Ferry Wealth Advisors
Georgia
$450K -$19.4K -310 -4%
WCM
746
Whitener Capital Management
North Carolina
$448K -$25.1K -400 -5%
CIC
747
Carnegie Investment Counsel
Ohio
$446K +$63.5K +1,014 +15%
SBIA
748
Sheaff Brock Investment Advisors
Indiana
$446K +$1.63K +26 +0.4%
RIL
749
Rothschild Investment LLC
Illinois
$442K +$24.4K +390 +6%
MWM
750
Mascoma Wealth Management
New Hampshire
$442K -$329K -5,252 -42%

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.