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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
VH
926
Visionary Horizons
Tennessee
$249K +$122 +2 +0.1%
CWM
927
Calamos Wealth Management
Illinois
$248K +$237K +3,882 New
GWM
928
GDS Wealth Management
Texas
$248K
HCC
929
Hirtle Callaghan & Co
Pennsylvania
$247K
MHWM
930
Montz Harcus Wealth Management
Louisiana
$246K +$235K +3,855 New
FWP
931
Firethorn Wealth Partners
Georgia
$246K -$2.87K -47 -1%
FNA
932
First National Advisers
Nebraska
$242K
OC
933
Oarsman Capital
Wisconsin
$241K
NSG
934
Nalls Sherbakoff Group
Tennessee
$241K -$53.7K -880 -19%
JSW
935
Journey Strategic Wealth
New Jersey
$241K -$29K -475 -11%
DWP
936
Daymark Wealth Partners
Ohio
$240K +$793 +13 +0.3%
QCM
937
QRG Capital Management
Illinois
$240K +$18.8K +308 +9%
CGFA
938
Colton Groome Financial Advisors
North Carolina
$236K -$15.5K -254 -6%
RMDI
939
R.M. Davis Inc
Maine
$235K +$25.5K +418 +13%
MCM
940
Mattern Capital Management
Colorado
$235K -$55.4K -908 -20%
FFA
941
Florida Financial Advisors
Florida
$235K -$63.5K -1,042 -22%
HWA
942
HHM Wealth Advisors
Tennessee
$233K
TFA
943
Tobias Financial Advisors
Florida
$232K -$17.4K -285 -7%
MAG
944
M3 Advisory Group
Massachusetts
$232K -$60.3K -989 -21%
MIM
945
MTM Investment Management
South Carolina
$232K
RFP
946
Root Financial Partners
California
$231K +$220K +3,616 New
SC
947
Sapient Capital
Indiana
$228K
BF
948
Brogan Financial
Tennessee
$228K +$1.16K +19 +0.5%
PCM
949
Prelude Capital Management
New York
$227K +$216K +3,546 New
UB
950
UMB Bank
Missouri
$226K

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.