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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
KHCM
776
Kirtland Hills Capital Management
Ohio
$400K +$430K +6,866 New
T. Rowe Price Associates
777
T. Rowe Price Associates
Maryland
$399K
Betterment LLC
778
Betterment LLC
New York
$399K +$86.3K +1,377 +27%
BCA
779
Bay Capital Advisors
Virginia
$397K -$123K -1,955 -23%
NWMG
780
National Wealth Management Group
Ohio
$394K +$4.89K +78 +1%
EFMC
781
Empire Financial Management Company
New York
$394K -$7.96K -127 -2%
Franklin Resources
782
Franklin Resources
California
$389K
ZF
783
Zhang Financial
Michigan
$389K +$1.5K +24 +0.4%
CL
784
CVFG LLC
Indiana
$387K -$20.5K -327 -5%
FA
785
Fortis Advisors
Pennsylvania
$386K -$88.5K -1,412 -18%
ONB
786
Old National Bancorp
Indiana
$386K +$52.3K +834 +15%
MCM
787
Mendel Capital Management
Arkansas
$386K +$501 +8 +0.1%
FF
788
Francis Financial
$385K
RBC
789
Romano Brothers & Co
Illinois
$385K +$12.5K +200 +3%
SW
790
SteelPeak Wealth
California
$383K -$97.9K -1,562 -20%
GWP
791
Gateway Wealth Partners
Wisconsin
$381K -$110K -1,761 -22%
HGA
792
Hobbs Group Advisors
South Carolina
$379K +$36.8K +587 +11%
OFS
793
Orrstown Financial Services
Pennsylvania
$372K
TCM
794
Tandem Capital Management
New Jersey
$371K
FPWM
795
FSB Premier Wealth Management
Iowa
$371K +$627 +10 +0.2%
BFG
796
Beacon Financial Group
Texas
$370K +$376K +5,997 New
TF
797
Trek Financial
Arizona
$370K +$376K +5,994 New
WSFS
798
Wilmington Savings Fund Society
Delaware
$370K -$11.8K -188 -3%
TIAA Trust, National Association
799
TIAA Trust, National Association
North Carolina
$370K -$87.7K -1,400 -19%
CA
800
Continuum Advisory
Idaho
$366K -$11.6K -185 -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.