We are live on ! Find out more
DGRO icon

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
IWP
826
Insight Wealth Partners
Texas
$355K
AA
827
Addison Advisors
Vermont
$353K
Betterment LLC
828
Betterment LLC
New York
$350K -$60.2K -987 -15%
LWM
829
Liberty Wealth Management
California
$347K +$25.8K +423 +8%
EIA
830
Eastover Investment Advisors
North Carolina
$347K
HAIM
831
Hunter Associates Investment Management
Pennsylvania
$345K
FFWM
832
Future Financial Wealth Management
Ohio
$345K -$671 -11 -0.2%
BDFN
833
Bond & Devick Financial Network
Minnesota
$345K
DW30
834
Drucker Wealth 3.0
New Jersey
$342K -$12.7K -209 -4%
APW
835
Aurora Private Wealth
New Jersey
$342K -$191K -3,128 -37%
AAS
836
Annex Advisory Services
Wisconsin
$342K -$147K -2,407 -31%
SPF
837
South Plains Financial
Texas
$342K +$44.9K +737 +16%
CIR
838
Clear Investment Research
Georgia
$341K -$4.88K -80 -1%
WJWM
839
Williams Jones Wealth Management
New York
$341K +$325K +5,331 New
RHP
840
Royal Harbor Partners
Texas
$340K +$1.71K +28 +0.5%
CWA
841
Continuum Wealth Advisors
New York
$339K -$36.6K -601 -10%
GAG
842
GM Advisory Group
New York
$339K +$323K +5,300 New
PWM
843
Pacific Wealth Management
California
$338K
TSWM
844
Tyler-Stone Wealth Management
Ohio
$337K +$671 +11 +0.2%
OHIS
845
Oak Harvest Investment Services
Texas
$336K +$122 +2 +0%
SC
846
Soundwatch Capital
Connecticut
$335K
PA
847
Planning Alternatives
Michigan
$335K -$3.72K -61 -1%
TCOV
848
Trust Company of Vermont
Vermont
$332K +$45.7K +749 +17%
RFA
849
Rollins Financial Advisors
New York
$329K +$314K +5,150 New
CMS
850
Capital Market Strategies
Florida
$329K +$7.01K +115 +2%

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.