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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
CWA
801
Continuum Wealth Advisors
New York
$365K -$5.83K -93 -2%
TCBWMS
802
Texas Capital Bank Wealth Management Services
Texas
$364K
FIM
803
FWL Investment Management
Texas
$362K -$118K -1,886 -24%
AG
804
Ascent Group
Virginia
$358K +$123K +1,960 +51%
HT
805
Headlands Technologies
Illinois
$355K -$42.9K -684 -11%
AF
806
Abound Financial
California
$353K +$63 +1 +0%
VA
807
Vident Advisory
Georgia
$352K
CPSC
808
Carl P. Sherr & Co
Massachusetts
$350K
SAM
809
Silvercrest Asset Management
New York
$349K +$376 +6 +0.1%
IWP
810
Insight Wealth Partners
Texas
$343K
AA
811
Addison Advisors
Vermont
$341K +$2.07K +33 +0.6%
LRPA
812
L. Roy Papp & Associates
Arizona
$340K
DW30
813
Drucker Wealth 3.0
New Jersey
$339K -$2K -32 -0.6%
CTI
814
Community Trust & Investment
Kentucky
$336K +$23.8K +380 +8%
EIA
815
Eastover Investment Advisors
North Carolina
$335K -$232K -3,695 -41%
CIR
816
Clear Investment Research
Georgia
$334K -$313 -5 -0.1%
CWM
817
Castle Wealth Management
Florida
$334K
HAIM
818
Hunter Associates Investment Management
Pennsylvania
$334K
FFWM
819
Future Financial Wealth Management
Ohio
$334K -$31.1K -496 -8%
BDFN
820
Bond & Devick Financial Network
Minnesota
$333K
PA
821
Planning Alternatives
Michigan
$328K -$564 -9 -0.2%
RHP
822
Royal Harbor Partners
Texas
$327K +$1.69K +27 +0.5%
PWM
823
Pacific Wealth Management
California
$326K
SC
824
Soundwatch Capital
Connecticut
$326K -$24.1K -384 -7%
GWSG
825
GPS Wealth Strategies Group
Colorado
$326K +$33.3K +531 +11%

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.