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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
SCA
1051
Stuart Chaussee & Associates
California
$29.5K
RWM
1052
Rialto Wealth Management
New York
$29.5K -$3.57K -57 -11%
NWM
1053
Nova Wealth Management
Florida
$28.7K
AWM
1054
Accredited Wealth Management
Kentucky
$27.8K
RA
1055
Rise Advisors
New York
$27.5K +$27.9K +445 New
UIA
1056
Ulland Investment Advisors
Minnesota
$27K
MSWM
1057
Mowery & Schoenfeld Wealth Management
Illinois
$26.1K -$41.6K -664 -61%
SIS
1058
Sound Income Strategies
Florida
$25.2K +$18K +287 +235%
MTIC
1059
Missouri Trust & Investment Company
Missouri
$24.7K
TWD
1060
True Wealth Design
Ohio
$24.3K +$24.6K +393 New
BDPWM
1061
Barnes Dennig Private Wealth Management
Ohio
$23.8K +$24.1K +385 New
FMTCOCP
1062
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
LWMI
1063
Legacy Wealth Management (Idaho)
Idaho
$21.9K
CTB
1064
Country Trust Bank
Illinois
$19.8K
DPW
1065
DiNuzzo Private Wealth
Pennsylvania
$19.5K
EWA
1066
Elevate Wealth Advisory
Georgia
$19K
ITIM
1067
Indiana Trust & Investment Management
Indiana
$19K
KFGG
1068
Keystone Financial Group (Georgia)
Georgia
$18.3K
AW
1069
Avion Wealth
Texas
$18K
CRFG
1070
Columbia River Financial Group
Washington
$18K +$18.8K +300 New
CA
1071
Clearstead Advisors
Ohio
$17.7K -$5.7K -91 -24%
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$17.3K
PK
1073
Pflug Koory
Nebraska
$15.8K
SWP
1074
SIMA Wealth Partners
Virginia
$15.6K
MG
1075
Mather Group
Illinois
$15.1K

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.