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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
PWM
76
Provident Wealth Management
Tennessee
$25.9M +$496K +7,912 +2%
FTS
77
Fifth Third Securities
Ohio
$25.6M +$681K +10,869 +3%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$25.6M +$1.99M +31,770 +8%
CIA
79
Compass Ion Advisors
Pennsylvania
$25.4M +$1.02M +16,244 +4%
LGWM
80
Litman Gregory Wealth Management
California
$24.4M +$2.76M +44,086 +13%
EH
81
Equitable Holdings
New York
$24M +$3M +47,953 +14%
Creative Planning
82
Creative Planning
Kansas
$23.1M +$9.16M +146,244 +64%
AWS
83
Atria Wealth Solutions
New York
$22.9M -$3.42M -54,536 -13%
AAS
84
Avantax Advisory Services
Texas
$22.5M +$1.7M +27,196 +8%
SIAS
85
Summit Investment Advisory Services
Minnesota
$22.4M -$368K -5,875 -2%
MFP
86
Meridian Financial Partners
Virginia
$22M +$438K +6,997 +2%
CWA
87
Consilio Wealth Advisors
Washington
$22M +$385K +6,142 +2%
AWAP
88
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$21.7M +$726K +11,580 +3%
CP
89
Capital Planning
Washington
$21.5M -$89.4K -1,427 -0.4%
APWA
90
Atlas Private Wealth Advisors
New Jersey
$21.2M +$2.26M +35,998 +12%
RPWA
91
Regent Peak Wealth Advisors
Georgia
$21.1M +$431K +6,876 +2%
AI
92
Atria Investments
North Carolina
$20.9M -$1.1M -17,569 -5%
RFC
93
Regions Financial Corp
Alabama
$20.8M -$438K -6,996 -2%
SM
94
Sweeney & Michel
California
$20M +$22.7M +361,780 New
SDWIA
95
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$19.5M +$641K +10,223 +3%
CL
96
Choreo LLC
Illinois
$19.5M +$316K +5,035 +2%
AFG
97
Allegheny Financial Group
Pennsylvania
$19.2M +$107K +1,703 +0.6%
TWG
98
The Wealth Group
Minnesota
$18.9M -$496K -7,913 -3%
KAS
99
Kestra Advisory Services
Texas
$18.9M -$82.6K -1,318 -0.4%
WIM
100
WealthPlan Investment Management
Nebraska
$18.3M -$1.31M -20,912 -7%

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.