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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
ZIC
876
ZWJ Investment Counsel
Georgia
$272K -$224K -3,569 -45%
CRI
877
Commonwealth Retirement Investments
Virginia
$272K -$21K -335 -7%
WW
878
Waterfront Wealth
Kansas
$269K +$7.14K +114 +3%
HFA
879
High Falls Advisors
New York
$269K -$31.6K -505 -10%
SIMC
880
Squire Investment Management Company
Utah
$269K -$62K -989 -19%
IP
881
Integras Partners
Georgia
$268K +$251 +4 +0.1%
SAM
882
SP Asset Management
California
$265K +$1K +16 +0.4%
JSW
883
Journey Strategic Wealth
New Jersey
$262K -$25K -399 -9%
CCM
884
Coldstream Capital Management
Washington
$257K -$14.3K -228 -5%
EFG
885
Ethos Financial Group
Pennsylvania
$255K
AAP
886
Arax Advisory Partners
Colorado
$253K -$7.9K -126 -3%
GP
887
Geneva Partners
Wisconsin
$252K +$43K +687 +20%
FDCDDQ
888
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K +$68.7K +1,096 +37%
SP
889
Stonebrook Private
Michigan
$249K -$119K -1,895 -32%
AA
890
Armis Advisers
Georgia
$249K +$260K +4,143 New
S
891
Sachetta
Massachusetts
$249K -$36K -574 -12%
PCMF
892
Private Capital Management (Florida)
Florida
$248K +$251K +4,012 New
SGI
893
Summit Global Investments
Utah
$247K +$251K +4,004 New
NA
894
Note Advisors
New York
$247K -$19.4K -310 -7%
TCM
895
Traynor Capital Management
Pennsylvania
$247K +$4.01K +64 +2%
Deutsche Bank
896
Deutsche Bank
Germany
$246K
CWM
897
Cedar Wealth Management
California
$243K
AC
898
Avant Capital
Louisiana
$243K +$246K +3,926 New
TFA
899
Tobias Financial Advisors
Florida
$242K +$1.06K +17 +0.4%
FFB
900
First Financial Bankshares
Texas
$242K +$10.8K +173 +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.