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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
BFIM
876
Beese Fulmer Investment Management
Ohio
$294K +$549 +9 +0.2%
Vontobel Holding
877
Vontobel Holding
Switzerland
$294K
MWM
878
Maripau Wealth Management
Indiana
$292K +$279K +4,574 New
SAA
879
Southeast Asset Advisors
Georgia
$291K
HT
880
Headlands Technologies
Illinois
$291K -$73K -1,197 -21%
HNB
881
Huntington National Bank
Ohio
$291K
M&T Bank
882
M&T Bank
New York
$290K
RFA
883
Resurgent Financial Advisors
Georgia
$290K +$276K +4,528 New
SFS
884
Security Financial Services
Indiana
$289K -$211K -3,465 -43%
CRWM
885
Castle Rock Wealth Management
California
$289K +$1.4K +23 +0.5%
CCM
886
Coldstream Capital Management
Washington
$288K +$21.3K +349 +8%
NWA
887
Navis Wealth Advisors
New York
$288K
AMCA
888
Arthur M. Cohen & Associates
Illinois
$288K
BZWA
889
Blue Zone Wealth Advisors
California
$288K
CAG
890
Curtis Advisory Group
California
$288K
PA
891
Procyon Advisors
Connecticut
$285K
NFW
892
Noble Family Wealth
Florida
$284K +$271K +4,441 New
WSFS
893
Wilmington Savings Fund Society
Delaware
$284K -$94.8K -1,554 -26%
TSS
894
Two Sigma Securities
New York
$283K +$270K +4,430 New
DSC
895
Duncker Streett & Co
Missouri
$280K +$97.9K +1,606 +58%
IPA
896
Investment Planning Advisors
Georgia
$278K +$27.3K +447 +11%
SIMC
897
Squire Investment Management Company
Utah
$278K -$183 -3 -0.1%
IP
898
Integras Partners
Georgia
$278K +$610 +10 +0.2%
SAM
899
SP Asset Management
California
$275K +$1.04K +17 +0.4%
EL
900
Essex LLC
Illinois
$274K -$16.8K -275 -6%

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.