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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
CCM
1026
Carderock Capital Management
Maryland
$86.3K +$82.3K +1,350 New
FDW
1027
Fourth Dimension Wealth
Ohio
$83.5K
VCM
1028
Versant Capital Management
Arizona
$81.5K +$366 +6 +0.5%
GWP
1029
Gen-Wealth Partners
Michigan
$77.8K
MAS
1030
MPWM Advisory Solutions
Georgia
$77.8K +$41.6K +682 +127%
Russell Investments Group
1031
Russell Investments Group
United Kingdom
$77K +$39.2K +643 +115%
JGIA
1032
Jackson Grant Investment Advisers
Connecticut
$76.1K -$2.38K -39 -3%
RI
1033
Ridgewood Investments
New Jersey
$75.6K
FWP
1034
FAS Wealth Partners
Kansas
$74.6K +$9.02K +148 +15%
BF
1035
BOK Financial
Oklahoma
$72.5K
PSFG
1036
Park Square Financial Group
Georgia
$70.8K -$6.71K -110 -9%
HWA
1037
Heritage Wealth Advisors
Virginia
$70.6K
WFA
1038
West Financial Advisors
Iowa
$70.2K
PA
1039
Pineridge Advisors
Missouri
$69.9K -$732 -12 -1%
Lazard Asset Management
1040
Lazard Asset Management
New York
$63K
CWM
1041
Copia Wealth Management
Oregon
$62.9K -$48.3K -792 -45%
S
1042
SignatureFD
Georgia
$62.4K +$61 +1 +0.1%
WT
1043
Whittier Trust
California
$62.4K +$244 +4 +0.4%
BL
1044
BFSG LLC
California
$62.3K
BC
1045
Bulwark Capital
Florida
$60.6K +$57.8K +948 New
BTI
1046
Blue Trust Inc
Georgia
$60.2K -$3.23K -53 -5%
HNB
1047
Hilltop National Bank
Wyoming
$57.8K +$55.1K +904 New
MBFW
1048
Morton Brown Family Wealth
Pennsylvania
$57.5K
MHR
1049
Matthew Hamilton Rosenberg
$57.3K
CA
1050
Clearstead Advisors
Ohio
$56.8K +$36.7K +602 +210%

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.