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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
PMFA
926
Plante Moran Financial Advisors
Michigan
$225K
MIM
927
MTM Investment Management
South Carolina
$224K
NAS
928
Nicolet Advisory Services
Wisconsin
$222K +$12.3K +197 +5%
AAG
929
Armstrong Advisory Group
Massachusetts
$222K
SC
930
Sapient Capital
Indiana
$221K +$224K +3,571 New
CAM
931
Concorde Asset Management
Michigan
$220K -$3.51K -56 -1%
TC
932
TFR Capital
Texas
$220K -$5.64K -90 -2%
BF
933
Brogan Financial
Tennessee
$219K +$1.13K +18 +0.5%
UB
934
UMB Bank
Missouri
$219K
WSC
935
Wellington Shields & Co
New York
$218K +$37.5K +598 +20%
GAA
936
Guardian Asset Advisors
Pennsylvania
$217K -$21.4K -341 -9%
ACM
937
Advisors Capital Management
New Jersey
$216K -$43.6K -696 -17%
FFA
938
Founders Financial Alliance
North Carolina
$215K +$188 +3 +0.1%
HA
939
Huntleigh Advisors
Missouri
$214K
SQA
940
Simon Quick Advisors
New Jersey
$213K -$41.7K -665 -16%
QCM
941
QRG Capital Management
Illinois
$213K -$19.1K -304 -8%
BWL
942
Bogart Wealth LLC
Virginia
$212K -$52.4M -835,841 -100%
AT
943
Arlington Trust
Alabama
$211K
CCA
944
Clearwater Capital Advisors
Illinois
$211K -$223K -3,552 -51%
AMM
945
American Money Management
California
$211K -$8.52K -136 -4%
MNBTD
946
Moody National Bank Trust Division
Texas
$210K
PW
947
Pandora Wealth
Illinois
$210K +$213K +3,400 New
GIA
948
Goodwin Investment Advisory
Georgia
$207K +$210K +3,357 New
OC
949
Oakworth Capital
Alabama
$207K
WFP
950
Wrenne Financial Planning
Kentucky
$206K

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.