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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
SIA
801
Soltis Investment Advisors
Utah
$401K +$155K +2,534 +68%
AWM
802
Axxcess Wealth Management
California
$401K -$1.23M -20,136 -76%
GWP
803
Gateway Wealth Partners
Wisconsin
$401K +$5.98K +98 +2%
GWMR
804
GC Wealth Management RIA
Massachusetts
$400K +$83.3K +1,366 +28%
MCM
805
Mendel Capital Management
Arkansas
$400K +$488 +8 +0.1%
LRPA
806
L. Roy Papp & Associates
Arizona
$399K +$44.2K +725 +13%
TCWA
807
Turtle Creek Wealth Advisors
Texas
$396K +$378K +6,200 New
BLFG
808
Brian Low Financial Group
Louisiana
$393K +$375K +6,144 New
BWA
809
BCU Wealth Advisors
Illinois
$386K +$63.5K +1,041 +21%
FPWM
810
FSB Premier Wealth Management
Iowa
$385K +$1.34K +22 +0.4%
OFS
811
Orrstown Financial Services
Pennsylvania
$385K
SWMG
812
Sanchez Wealth Management Group
Florida
$385K -$150K -2,462 -29%
DFG
813
Dynamic Financial Group
Iowa
$377K +$359K +5,890 New
PCH
814
PGIM Custom Harvest
New Jersey
$373K -$447K -7,324 -56%
LSA
815
Lion Street Advisors
Texas
$369K +$352K +5,768 New
TCM
816
Tandem Capital Management
New Jersey
$368K -$15.2K -250 -4%
CRI
817
Commonwealth Retirement Investments
Virginia
$365K +$79.7K +1,307 +30%
AF
818
Abound Financial
California
$365K
VA
819
Vident Advisory
Georgia
$365K
CWM
820
Castle Wealth Management
Florida
$361K +$14.5K +238 +4%
SAM
821
Silvercrest Asset Management
New York
$361K -$61 -1 -0%
CA
822
Continuum Advisory
Idaho
$360K -$18.6K -305 -5%
EP
823
Edgestream Partners
New Jersey
$360K +$141K +2,315 +70%
AAG
824
Armstrong Advisory Group
Massachusetts
$355K +$118K +1,941 +54%
GWSG
825
GPS Wealth Strategies Group
Colorado
$355K +$17.4K +285 +5%

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.