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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
AWA
751
Alta Wealth Advisors
Massachusetts
$441K +$1.25K +20 +0.3%
BFW
752
Brady Family Wealth
Missouri
$441K +$63 +1 +0%
PW
753
Potentia Wealth
California
$436K
CA
754
Capital Advantage
California
$435K
CWAF
755
Core Wealth Advisors (Florida)
Florida
$432K
NEPWA
756
New England Private Wealth Advisors
Massachusetts
$431K -$564 -9 -0.1%
GWAG
757
Garrett Wealth Advisory Group
Texas
$429K -$36.4K -581 -8%
HDIM
758
Hanson & Doremus Investment Management
Vermont
$429K
CAGAS
759
Capital Advisory Group Advisory Services
Minnesota
$429K -$5.01K -80 -1%
FCCM
760
First City Capital Management
Georgia
$428K
RWM
761
Riverchase Wealth Management
Texas
$422K
KeyBank National Association
762
KeyBank National Association
Ohio
$422K +$313 +5 +0.1%
AG
763
AmeriFlex Group
Nevada
$422K +$43.2K +689 +11%
SG
764
Stanich Group
New York
$421K
EWM
765
Evermay Wealth Management
Virginia
$420K
PWM
766
Perigon Wealth Management
California
$417K -$27.4K -437 -6%
DWM
767
Destination Wealth Management
California
$415K +$2.19K +35 +0.5%
BWM
768
Bernard Wealth Management
Michigan
$415K -$71.7K -1,144 -15%
QCG
769
Quadrant Capital Group
Ohio
$414K -$41.4K -661 -9%
FAM
770
Formidable Asset Management
Ohio
$413K
CPBTD
771
Central Pacific Bank - Trust Division
Hawaii
$411K -$117K -1,870 -22%
TPWA
772
TRUE Private Wealth Advisors
Oregon
$408K +$13.3K +213 +3%
CWM
773
Collaborative Wealth Management
Florida
$406K -$75.7K -1,208 -16%
MLIC
774
Mandatum Life Insurance Company
Finland
$404K
QWM
775
Quadcap Wealth Management
Texas
$401K -$3.76K -60 -0.9%

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.