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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
SHIM
1001
Stone House Investment Management
Pennsylvania
$149K +$427 +7 +0.3%
DJSG
1002
D.J. St. Germain
Massachusetts
$146K
RP
1003
Rowlandmiller & Partners
Georgia
$142K
NS
1004
NBC Securities
Alabama
$139K +$5.85K +96 +5%
WA
1005
WPG Advisers
Maryland
$134K
ACA
1006
American Capital Advisory
Idaho
$131K -$65.6K -1,076 -34%
CWM
1007
Cranbrook Wealth Management
Michigan
$126K
BIG
1008
Brooklyn Investment Group
New York
$125K +$119K +1,949 New
EWM
1009
EPG Wealth Management
Georgia
$120K -$1.59M -26,056 -93%
GWS
1010
Glassman Wealth Services
Virginia
$120K
TSMHT
1011
Thurston Springer Miller Herd & Titak
Indiana
$119K +$13.5K +222 +14%
LBC
1012
Lowe Brockenbrough & Co
Virginia
$113K +$108K +1,768 New
AIC
1013
Archer Investment Corporation
Indiana
$111K +$61 +1 +0.1%
MA
1014
MCF Advisors
Kentucky
$107K +$3.6K +59 +4%
WSC
1015
Wellington Shields & Co
New York
$106K -$114K -1,865 -53%
HAP
1016
Harbor Asset Planning
Massachusetts
$106K +$101K +1,657 New
HI
1017
Hoey Investments
Pennsylvania
$106K
TRCT
1018
Tower Research Capital (TRC)
New York
$106K +$100K +1,648 +54,933%
EWA
1019
EQ Wealth Advisors
Texas
$104K
RPA
1020
Redwood Park Advisors
California
$102K +$97.7K +1,603 New
AGWCA
1021
Annis Gardner Whiting Capital Advisors
Florida
$101K +$64.1K +1,052 +198%
Allspring Global Investments
1022
Allspring Global Investments
North Carolina
$95.2K -$62K -1,017 -41%
BCMLT
1023
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.6K +$122 +2 +0.1%
GG
1024
Gleason Group
Kentucky
$94K +$488 +8 +0.5%
OHWP
1025
Oak Harbor Wealth Partners
North Carolina
$88.2K

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.