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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
CS
901
Capital Square
Tennessee
$242K -$3.13K -50 -1%
IPA
902
Investment Planning Advisors
Georgia
$241K +$245K +3,906 New
LSWP
903
Liberty Square Wealth Partners
Pennsylvania
$241K
VH
904
Visionary Horizons
Tennessee
$240K +$244K +3,891 New
FWP
905
Firethorn Wealth Partners
Georgia
$240K -$11.8K -189 -5%
GWM
906
GDS Wealth Management
Texas
$239K
HCC
907
Hirtle Callaghan & Co
Pennsylvania
$239K
KFI
908
Key Financial Inc
Pennsylvania
$239K
SPWM
909
Straight Path Wealth Management
Michigan
$238K +$242K +3,854 New
SPP
910
Single Point Partners
Massachusetts
$238K +$313 +5 +0.1%
CGFA
911
Colton Groome Financial Advisors
North Carolina
$237K +$247K +3,938 New
GP
912
Guardian Partners
Canada
$235K
FNA
913
First National Advisers
Nebraska
$234K
IIC
914
Ironwood Investment Counsel
Arizona
$233K +$236K +3,773 New
OC
915
Oarsman Capital
Wisconsin
$233K -$29.1K -465 -11%
SIA
916
Soltis Investment Advisors
Utah
$231K +$235K +3,744 New
DWP
917
Daymark Wealth Partners
Ohio
$231K -$24.7K -394 -10%
ZIM
918
Zacks Investment Management
Illinois
$231K -$904K -14,428 -79%
SW
919
SVB Wealth
Massachusetts
$230K +$188 +3 +0.1%
PFG
920
Prosperity Financial Group
California
$227K +$11.2K +178 +5%
BW
921
BIP Wealth
Georgia
$226K +$230K +3,665 New
TWCA
922
Two West Capital Advisors
Kansas
$226K -$145K -2,318 -37%
HWA
923
HHM Wealth Advisors
Tennessee
$225K -$4.95K -79 -2%
BWP
924
Balboa Wealth Partners
Arizona
$225K -$145K -2,306 -39%
RW
925
RVW Wealth
California
$225K -$7.46K -119 -3%

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.