We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF

1,179 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 390 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,364% more call options, than puts

Call options by funds: $107M | Put options by funds: $1.65M

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 390

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.21B)

2% more funds holding

Funds holding: 1,1591,179 (+20)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

1.97% less ownership

Funds ownership: 55.85%53.89% (-2%)

Holders
1,179
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
15.47%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.42%
New
104
Increased
495
Reduced
390
Closed
62
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1001
Forum Financial Management
Illinois
$207K +$201K +3,047 New
FFWA
1002
Forthright Family Wealth Advisory
Texas
$207K +$201K +3,044 New
SAI
1003
Savvy Advisors Inc
New York
$205K +$199K +3,016 New
EDRH
1004
Edmond de Rothschild Holding
Switzerland
$204K
WF
1005
Welch & Forbes
Massachusetts
$204K +$198K +2,998 New
IIC
1006
Ironwood Investment Counsel
Arizona
$204K -$35.6K -538 -15%
FTWA
1007
Fifth Third Wealth Advisors
Ohio
$202K +$196K +2,961 New
BWM
1008
BNC Wealth Management
Oregon
$201K +$195K +2,951 New
EFP
1009
EnRich Financial Partners
Wisconsin
$200K +$194K +2,938 New
HFS
1010
Hantz Financial Services
Michigan
$200K -$38.2K -578 -16%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$190K -$9.91K -150 -5%
IW
1012
Imprint Wealth
South Carolina
$187K +$181K +2,742 New
GIA
1013
GHP Investment Advisors
Colorado
$186K -$18.2K -276 -9%
VWA
1014
Valued Wealth Advisors
Utah
$186K
WBC
1015
West Branch Capital
Massachusetts
$185K +$991 +15 +0.6%
BBPWM
1016
Blue Bell Private Wealth Management
Pennsylvania
$183K
BC
1017
Barrett & Company
Rhode Island
$177K
JWA
1018
JFS Wealth Advisors
Pennsylvania
$167K
SHIM
1019
Stone House Investment Management
Pennsylvania
$159K +$793 +12 +0.5%
DJSG
1020
D.J. St. Germain
Massachusetts
$156K
FHC
1021
First Horizon Corporation
Tennessee
$155K +$151K +2,283 New
RP
1022
Rowlandmiller & Partners
Georgia
$151K
NS
1023
NBC Securities
Alabama
$148K
CJ
1024
Caitlin John
Michigan
$141K +$137K +2,067 New
AIC
1025
Archer Investment Corporation
Indiana
$139K +$20.6K +311 +18%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2025, worth a combined $19.1B — up 6.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DGRO positions and 62 closed out — a net gain of 42 holders — while 495 added to existing stakes and 390 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $215M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 1,179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2025, up from 1,159 in Q2 2025.
  • Funds reported $19.1B of iShares Core Dividend Growth ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 104 funds opened new iShares Core Dividend Growth ETF positions in Q3 2025 and 62 closed out, a net change of +42 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $215M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2025.