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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
LGWM
76
Litman Gregory Wealth Management
California
$29.2M +$3.77M +61,746 +16%
FTS
77
Fifth Third Securities
Ohio
$28.4M +$1.74M +28,580 +7%
SCI
78
Silver Coast Investments
United States
$28M -$944K -15,481 -3%
AWM
79
Altus Wealth Management
Kentucky
$27.4M +$219K +3,599 +0.8%
EH
80
Equitable Holdings
New York
$26.5M +$1.58M +25,834 +7%
PWM
81
Provident Wealth Management
Tennessee
$26.5M -$272K -4,453 -1%
CIA
82
Compass Ion Advisors
Pennsylvania
$25.8M -$452K -7,405 -2%
CAL
83
Capital Analysts LLC
Pennsylvania
$25.8M +$9.37M +153,641 +62%
Creative Planning
84
Creative Planning
Kansas
$25.7M +$1.78M +29,227 +8%
KAS
85
Kestra Advisory Services
Texas
$25.7M +$5.81M +95,347 +31%
SM
86
Sweeney & Michel
California
$24M +$483K +7,928 +2%
AAS
87
Avantax Advisory Services
Texas
$23.7M +$359K +5,892 +2%
MFP
88
Meridian Financial Partners
Virginia
$23.6M +$814K +13,357 +4%
AWAP
89
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$23.2M +$765K +12,539 +4%
CWA
90
Consilio Wealth Advisors
Washington
$22.9M +$301K +4,941 +1%
SIAS
91
Summit Investment Advisory Services
Minnesota
$22.9M -$264K -4,329 -1%
PAS
92
Park Avenue Securities
New York
$22.3M +$13.3M +218,721 +169%
P
93
&Partners
Tennessee
$21.9M +$2.95M +48,389 +16%
WIM
94
WealthPlan Investment Management
Nebraska
$21.7M +$2.62M +43,013 +15%
APWA
95
Atlas Private Wealth Advisors
New Jersey
$21.6M -$279K -4,582 -1%
RFC
96
Regions Financial Corp
Alabama
$21M -$468K -7,670 -2%
SDWIA
97
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$20.5M +$338K +5,536 +2%
CL
98
Choreo LLC
Illinois
$20.2M +$6.1K +100 +0%
RSWM
99
Robertson Stephens Wealth Management
California
$19.9M +$12.5M +204,389 +191%
AFG
100
Allegheny Financial Group
Pennsylvania
$19.8M -$44.9K -737 -0.2%

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.