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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
EP
951
Edgestream Partners
New Jersey
$204K +$207K +3,309 New
JFG
952
JMG Financial Group
Illinois
$204K
OCM
953
One Capital Management
California
$204K -$6.27K -100 -3%
NSIM
954
North Star Investment Management
Illinois
$203K
SLC
955
Second Line Capital
Louisiana
$202K +$205K +3,275 New
RMDI
956
R.M. Davis Inc
Maine
$202K +$204K +3,262 New
PCM
957
Pennsylvania Capital Management
Pennsylvania
$202K +$204K +3,262 New
LWL
958
Leo Wealth LLC
Texas
$201K -$2.33M -37,106 -92%
GIA
959
GHP Investment Advisors
Colorado
$197K +$14.1K +225 +8%
ACA
960
American Capital Advisory
Idaho
$193K -$4.89K -78 -2%
CAM
961
Creekmur Asset Management
Illinois
$193K +$30.8K +491 +19%
SSB
962
Sandy Spring Bank
Maryland
$185K -$54.4K -868 -22%
EDRH
963
Edmond de Rothschild Holding
Switzerland
$185K -$918K -14,648 -83%
WTFG
964
Wood Tarver Financial Group
Idaho
$182K +$188 +3 +0.1%
MPWT
965
MassMutual Private Wealth & Trust
Connecticut
$175K +$26.5K +423 +18%
WIM
966
Westside Investment Management
California
$173K -$79.8K -1,273 -31%
DSC
967
Duncker Streett & Co
Missouri
$172K
BBPWM
968
Blue Bell Private Wealth Management
Pennsylvania
$171K
VWA
969
Valued Wealth Advisors
Utah
$170K -$1.06K -17 -0.6%
WBC
970
West Branch Capital
Massachusetts
$166K +$815 +13 +0.5%
BC
971
Barrett & Company
Rhode Island
$161K
CPA
972
Cardiff Park Advisors
California
$157K +$815 +13 +0.5%
LFA
973
LGT Financial Advisors
Texas
$155K -$32.1K -512 -17%
Allspring Global Investments
974
Allspring Global Investments
North Carolina
$153K -$3.48M -55,602 -96%
SHIM
975
Stone House Investment Management
Pennsylvania
$143K +$145K +2,321 New

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.