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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
TSWM
826
Tyler-Stone Wealth Management
Ohio
$325K +$627 +10 +0.2%
OHIS
827
Oak Harvest Investment Services
Texas
$325K +$63 +1 +0%
RFN
828
RDA Financial Network
Iowa
$324K -$92.1K -1,470 -22%
LWM
829
LongView Wealth Management
Georgia
$320K +$31.1K +496 +11%
CIC
830
Chilton Investment Company
Connecticut
$320K
EWM
831
Empirical Wealth Management
Washington
$319K +$323K +5,159 New
SPWG
832
Syntegra Private Wealth Group
Missouri
$315K +$6.52K +104 +2%
PFG
833
Pinnacle Financial Group
Illinois
$315K +$25.5K +407 +9%
BAM
834
BOS Asset Management
Illinois
$314K +$26.1K +416 +9%
CMS
835
Capital Market Strategies
Florida
$310K -$362K -5,777 -53%
IIA
836
Integrity Investment Advisors
Colorado
$310K +$315K +5,022 New
LWM
837
Liberty Wealth Management
California
$309K +$314K +5,006 New
SCM
838
SOL Capital Management
Maryland
$309K
TCA
839
Transcend Capital Advisors
New Jersey
$309K
CA
840
Calton & Associates
Florida
$309K +$313K +4,997 New
BWA
841
BCU Wealth Advisors
Illinois
$309K +$1.25K +20 +0.4%
Fisher Asset Management
842
Fisher Asset Management
Washington
$307K +$312K +4,973 New
PTC
843
Philadelphia Trust Company
Pennsylvania
$305K
GWMR
844
GC Wealth Management RIA
Massachusetts
$302K -$1.94K -31 -0.6%
KFS
845
Kelly Financial Services
Massachusetts
$298K -$5.95K -95 -2%
BFC
846
Bedel Financial Consulting
Indiana
$297K -$36.6K -584 -11%
HA
847
HFG Advisors
Ohio
$295K +$7.58K +121 +3%
OFS
848
OneAscent Financial Services
Alabama
$294K -$95.5K -1,524 -24%
Empower Advisory Group
849
Empower Advisory Group
Colorado
$294K -$55.8K -890 -16%
IF
850
Integrity Financial
Wyoming
$293K +$3.26K +52 +1%

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.