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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
CB
1051
Community Bank
New York
$56.6K +$54K +886 New
NOI
1052
Newton One Investments
Delaware
$55.1K
HCM
1053
Hollencrest Capital Management
California
$54.8K +$305 +5 +0.6%
BLC
1054
Brown, Lisle/Cummings
Rhode Island
$54.3K
TIM
1055
Total Investment Management
Arizona
$54.1K +$51.6K +846 New
EWA
1056
Elevate Wealth Advisory
Georgia
$52.4K +$31.2K +512 +166%
GJIA
1057
Glass Jacobson Investment Advisors
Maryland
$51.5K -$21.4K -351 -30%
EWP
1058
Elevation Wealth Partners
California
$49.8K +$244 +4 +0.5%
FM
1059
Family Management
New York
$49.3K +$47K +771 New
AIM
1060
Access Investment Management
Georgia
$48.6K +$46.3K +760 New
JFA
1061
JNBA Financial Advisors
Minnesota
$48.3K
PFM
1062
Phillips Financial Management
Indiana
$48K
OPTFSNA
1063
Old Point Trust & Financial Services N A
Virginia
$48K
DWM
1064
Darwin Wealth Management
Florida
$43.1K -$3.9K -64 -9%
TF
1065
Tompkins Financial
New York
$42.7K
BAM
1066
Bellevue Asset Management
Washington
$41.7K -$3.66K -60 -8%
HWM
1067
Hemington Wealth Management
Virginia
$39K -$11.5K -189 -24%
DF
1068
Dunhill Financial
United Kingdom
$38.3K -$19.9K -327 -35%
OA
1069
Operose Advisors
Wisconsin
$36K
VWWMG
1070
Vermillion & White Wealth Management Group
Pennsylvania
$35.6K +$1.4K +23 +4%
IWP
1071
IAG Wealth Partners
Wisconsin
$35.1K
TC
1072
Truvestments Capital
Florida
$34.8K
ATC
1073
Advantage Trust Company
Kansas
$32.2K +$30.7K +503 New
HCM
1074
Horrell Capital Management
Arkansas
$32K
BHWM
1075
Beaird Harris Wealth Management
Texas
$31.7K +$30.2K +496 New

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.