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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
KFP
976
KMG Fiduciary Partners
Ohio
$206K +$197K +3,223 New
SFS
977
Sharp Financial Services
Pennsylvania
$206K +$196K +3,222 New
SCM
978
Stordahl Capital Management
Colorado
$206K +$196K +3,220 New
WA
979
Wealth Architects
California
$205K +$195K +3,206 New
HWM
980
Hohimer Wealth Management
Washington
$205K +$195K +3,202 New
LWMNY
981
Landmark Wealth Management (New York)
New York
$202K +$192K +3,154 New
MWM
982
MGB Wealth Management
Texas
$202K +$132K +2,171 +221%
SB
983
Simmons Bank
Arkansas
$202K +$192K +3,152 New
VPIM
984
Vanguard Personalized Indexing Management
California
$201K +$191K +3,140 New
NFG
985
Nations Financial Group
Iowa
$200K +$191K +3,129 New
GIA
986
GHP Investment Advisors
Colorado
$192K -$10.9K -179 -6%
EDRH
987
Edmond de Rothschild Holding
Switzerland
$192K
MPWT
988
MassMutual Private Wealth & Trust
Connecticut
$188K +$6.34K +104 +4%
PMFA
989
Plante Moran Financial Advisors
Michigan
$177K -$52.7K -865 -24%
VWA
990
Valued Wealth Advisors
Utah
$174K -$1.83K -30 -1%
WBC
991
West Branch Capital
Massachusetts
$173K +$854 +14 +0.5%
BBPWM
992
Blue Bell Private Wealth Management
Pennsylvania
$172K -$4.33K -71 -3%
BC
993
Barrett & Company
Rhode Island
$166K
CPA
994
Cardiff Park Advisors
California
$163K +$793 +13 +0.5%
WTFG
995
Wood Tarver Financial Group
Idaho
$163K -$24.1K -396 -13%
JWA
996
JFS Wealth Advisors
Pennsylvania
$157K +$119K +1,954 +395%
AG
997
AmeriFlex Group
Nevada
$155K -$267K -4,379 -64%
BWL
998
Bogart Wealth LLC
Virginia
$155K -$61K -1,001 -29%
LFA
999
LGT Financial Advisors
Texas
$152K -$7.99K -131 -5%
CTC
1000
Central Trust Company
Missouri
$151K +$27.3K +447 +23%

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.