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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
VCM
1001
Versant Capital Management
Arizona
$78.3K +$439 +7 +0.6%
JGIA
1002
Jackson Grant Investment Advisers
Connecticut
$75.9K
PSFG
1003
Park Square Financial Group
Georgia
$75.2K -$24.3K -387 -24%
GWP
1004
Gen-Wealth Partners
Michigan
$75.2K -$6.58K -105 -8%
RI
1005
Ridgewood Investments
New Jersey
$73K
WT
1006
Washington Trust
Rhode Island
$71.6K
GJIA
1007
Glass Jacobson Investment Advisors
Maryland
$70.9K
BF
1008
BOK Financial
Oklahoma
$70.1K
WF
1009
Wayfinding Financial
Washington
$70K +$71.9K +1,147 New
PA
1010
Pineridge Advisors
Missouri
$68.3K -$40.4K -645 -37%
HWA
1011
Heritage Wealth Advisors
Virginia
$68.2K
WFA
1012
West Financial Advisors
Iowa
$67.8K -$33.8K -540 -33%
FWP
1013
FAS Wealth Partners
Kansas
$63K -$13.3K -212 -17%
QC
1014
Quent Capital
New York
$62.8K +$313 +5 +0.5%
BTI
1015
Blue Trust Inc
Georgia
$61.5K
Lazard Asset Management
1016
Lazard Asset Management
New York
$61K +$62.7K +1,000 New
MWM
1017
MGB Wealth Management
Texas
$60.7K +$3.07K +49 +5%
S
1018
SignatureFD
Georgia
$60.3K -$67.1K -1,071 -52%
BL
1019
BFSG LLC
California
$60.2K
WT
1020
Whittier Trust
California
$60K +$188 +3 +0.3%
TAM
1021
Tucker Asset Management
Colorado
$57.6K -$17K -272 -23%
DF
1022
Dunhill Financial
United Kingdom
$55.6K +$33K +526 +132%
MBFW
1023
Morton Brown Family Wealth
Pennsylvania
$55.5K
MHR
1024
Matthew Hamilton Rosenberg
$55.4K
HFS
1025
Hantz Financial Services
Michigan
$54K +$54.3K +866 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.