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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
NOI
1026
Newton One Investments
Delaware
$53.3K
HCM
1027
Hollencrest Capital Management
California
$52.7K -$73.6K -1,175 -58%
BLC
1028
Brown, Lisle/Cummings
Rhode Island
$52.5K
HWM
1029
Hemington Wealth Management
Virginia
$49K -$7.9K -126 -14%
EWP
1030
Elevation Wealth Partners
California
$47.9K +$251 +4 +0.5%
JFA
1031
JNBA Financial Advisors
Minnesota
$46.7K
PFM
1032
Phillips Financial Management
Indiana
$46.4K
OPTFSNA
1033
Old Point Trust & Financial Services N A
Virginia
$46.3K
DWM
1034
Darwin Wealth Management
Florida
$45.2K
BAM
1035
Bellevue Asset Management
Washington
$43.9K -$8.71K -139 -16%
GWM
1036
Graybill Wealth Management
Illinois
$43.3K +$44K +702 New
HFS
1037
Hughes Financial Services
Virginia
$42.1K +$42.9K +684 New
TF
1038
Tompkins Financial
New York
$41.3K
SIM
1039
Synergy Investment Management
Florida
$38.4K +$1.38K +22 +4%
OA
1040
Operose Advisors
Wisconsin
$34.8K
Russell Investments Group
1041
Russell Investments Group
United Kingdom
$34.7K -$2.13K -34 -6%
IWP
1042
IAG Wealth Partners
Wisconsin
$33.9K
TC
1043
Truvestments Capital
Florida
$33.7K +$6.58K +105 +24%
MAS
1044
MPWM Advisory Solutions
Georgia
$33.1K +$125 +2 +0.4%
VWWMG
1045
Vermillion & White Wealth Management Group
Pennsylvania
$32.9K +$33.4K +533 New
AGWCA
1046
Annis Gardner Whiting Capital Advisors
Florida
$32.8K
IBOK
1047
Independence Bank of Kentucky
Kentucky
$31.2K
HCM
1048
Horrell Capital Management
Arkansas
$30.9K
JWA
1049
JFS Wealth Advisors
Pennsylvania
$30.6K +$11.7K +187 +61%
CPG
1050
Cornerstone Planning Group
New Jersey
$29.6K +$31.6K +504 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.