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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
DFG
776
Demars Financial Group
Washington
$442K -$25.6M -419,749 -98%
HFA
777
High Falls Advisors
New York
$442K +$156K +2,553 +59%
ONB
778
Old National Bancorp
Indiana
$439K +$37.4K +614 +10%
HDIM
779
Hanson & Doremus Investment Management
Vermont
$438K -$4.88K -80 -1%
RWM
780
Riverchase Wealth Management
Texas
$437K
EWM
781
Evermay Wealth Management
Virginia
$434K
TPWA
782
TRUE Private Wealth Advisors
Oregon
$431K +$8.41K +138 +2%
QCG
783
Quadrant Capital Group
Ohio
$429K
CPBTD
784
Central Pacific Bank - Trust Division
Hawaii
$428K +$2.62K +43 +0.6%
DWM
785
Destination Wealth Management
California
$425K -$4.63K -76 -1%
PFG
786
Pinnacle Financial Group
Illinois
$425K +$94.4K +1,548 +30%
CWM
787
Collaborative Wealth Management
Florida
$420K
TF
788
Trek Financial
Arizona
$419K +$34K +558 +9%
QWM
789
Quadcap Wealth Management
Texas
$417K +$1.4K +23 +0.4%
PWM
790
Perigon Wealth Management
California
$417K -$14.1K -231 -3%
BWM
791
Bernard Wealth Management
Michigan
$416K -$12.8K -210 -3%
FAM
792
Formidable Asset Management
Ohio
$413K
CL
793
CVFG LLC
Indiana
$412K +$11.3K +185 +3%
BCA
794
Bay Capital Advisors
Virginia
$412K +$671 +11 +0.2%
NWMG
795
National Wealth Management Group
Ohio
$410K +$2.07K +34 +0.5%
EFMC
796
Empire Financial Management Company
New York
$406K -$1.83K -30 -0.5%
RBC
797
Romano Brothers & Co
Illinois
$405K +$6.1K +100 +2%
MLIC
798
Mandatum Life Insurance Company
Finland
$405K -$13.1K -215 -3%
TCBWMS
799
Texas Capital Bank Wealth Management Services
Texas
$404K +$26.6K +436 +7%
Franklin Resources
800
Franklin Resources
California
$403K

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.