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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
FFA
851
Florida Financial Advisors
Florida
$290K +$38.4K +612 +15%
LA
852
LM Advisors
California
$289K
CI
853
CX Institutional
Indiana
$289K +$293K +4,671 New
NSG
854
Nalls Sherbakoff Group
Tennessee
$287K +$291K +4,645 New
MAG
855
M3 Advisory Group
Massachusetts
$285K -$115K -1,836 -28%
SPF
856
South Plains Financial
Texas
$285K
Vontobel Holding
857
Vontobel Holding
Switzerland
$284K
HNB
858
Huntington National Bank
Ohio
$284K
BFIM
859
Beese Fulmer Investment Management
Ohio
$284K
AWA
860
Amplius Wealth Advisors
Pennsylvania
$283K +$81.5K +1,300 +40%
MCM
861
Mattern Capital Management
Colorado
$283K -$4.45K -71 -2%
EL
862
Essex LLC
Illinois
$282K
SAA
863
Southeast Asset Advisors
Georgia
$281K -$1.38K -22 -0.5%
FIM
864
Freedom Investment Management
Connecticut
$281K -$9.6M -153,227 -97%
M&T Bank
865
M&T Bank
New York
$280K +$284K +4,534 New
NWA
866
Navis Wealth Advisors
New York
$278K
AMCA
867
Arthur M. Cohen & Associates
Illinois
$278K
CAG
868
Curtis Advisory Group
California
$278K
BZWA
869
Blue Zone Wealth Advisors
California
$278K +$282K +4,500 New
PA
870
Procyon Advisors
Connecticut
$276K -$68.6K -1,094 -20%
MWP
871
Moller Wealth Partners
$276K +$627 +10 +0.2%
TCOV
872
Trust Company of Vermont
Vermont
$275K
SYBT
873
Stock Yards Bank & Trust
Kentucky
$274K
MP
874
McDonald Partners
Ohio
$273K -$47K -750 -14%
CRWM
875
Castle Rock Wealth Management
California
$272K +$1.38K +22 +0.5%

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.