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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
DJSG
976
D.J. St. Germain
Massachusetts
$141K
RP
977
Rowlandmiller & Partners
Georgia
$137K
PPWM
978
PFG Private Wealth Management
Florida
$136K
WA
979
WPG Advisers
Maryland
$130K
NS
980
NBC Securities
Alabama
$128K +$130K +2,078 +103,900%
CWM
981
Cranbrook Wealth Management
Michigan
$122K
KWM
982
Kiker Wealth Management
Georgia
$122K +$123K +1,967 New
CTC
983
Central Trust Company
Missouri
$119K -$41.9K -668 -26%
GWS
984
Glassman Wealth Services
Virginia
$116K -$41.2K -657 -26%
MIM
985
Marshall Investment Management
Colorado
$110K +$111K +1,776 New
CWM
986
Copia Wealth Management
Oregon
$110K -$24.4K -390 -18%
AIC
987
Archer Investment Corporation
Indiana
$107K +$63 +1 +0.1%
HI
988
Hoey Investments
Pennsylvania
$102K
TSMHT
989
Thurston Springer Miller Herd & Titak
Indiana
$102K +$103K +1,642 New
EWA
990
EQ Wealth Advisors
Texas
$100K +$102K +1,625 New
MA
991
MCF Advisors
Kentucky
$99.5K +$1.25K +20 +1%
CWC
992
Carolinas Wealth Consulting
North Carolina
$97.6K +$188 +3 +0.2%
NWMP
993
Noble Wealth Management PBC
Colorado
$93.3K +$2.19K +35 +2%
BCMLT
994
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.3K +$62.7K +1,001 +210%
GG
995
Gleason Group
Kentucky
$90.4K +$439 +7 +0.5%
MWA
996
Medallion Wealth Advisors
Connecticut
$86.7K
OHWP
997
Oak Harbor Wealth Partners
North Carolina
$85.3K
LC
998
Lindbrook Capital
California
$85.2K -$36.2K -577 -29%
FDW
999
Fourth Dimension Wealth
Ohio
$80.7K -$37.1K -592 -31%
Bessemer Group
1000
Bessemer Group
New Jersey
$79K -$107K -1,710 -57%

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.