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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
TFGT
1076
TS Financial Group (TSFG)
Illinois
$15K
CAM
1077
Costello Asset Management
Pennsylvania
$14.5K +$6.27K +100 +75%
WSCM
1078
Wellington Shields Capital Management
New York
$14.2K
RF
1079
Rossby Financial
Florida
$14.2K +$14.9K +238 New
CIAS
1080
CBIZ Investment Advisory Services
Ohio
$12.7K +$12.9K +206 New
TIM
1081
Tortoise Investment Management
New York
$12.4K
GBT
1082
Grove Bank & Trust
Florida
$12.4K +$12.5K +200 New
BIA
1083
Bell Investment Advisors
California
$11.9K
DRP
1084
Decker Retirement Planning
Utah
$11.2K -$2.94K -47 -21%
POIA
1085
Pin Oak Investment Advisors
Texas
$11K
KFP
1086
Keener Financial Planning
Texas
$11K +$11.7K +186 New
PPA
1087
Painted Porch Advisors
California
$10.8K
SN
1088
Sittner & Nelson
Oregon
$10.3K +$10.5K +167 New
AWM
1089
Abound Wealth Management
Tennessee
$10.3K
CT
1090
Caldwell Trust
Florida
$10.3K
CAWM
1091
Capital A Wealth Management
Pennsylvania
$10.2K -$1K -16 -9%
MWA
1092
Moser Wealth Advisors
Washington
$8.77K +$8.9K +142 New
T
1093
Transce3nd
Texas
$8.53K
RF
1094
Robinswood Financial
Washington
$8.31K +$63 +1 +0.8%
RIA
1095
Realta Investment Advisors
Delaware
$6.29K +$63 +1 +1%
BTD
1096
BankPlus Trust Department
Mississippi
$5.81K
BA
1097
Bristlecone Advisors
Washington
$5.62K +$5.7K +91 New
IHWM
1098
Iron Horse Wealth Management
Iowa
$5.38K
IMC
1099
Investment Management Corporation
Virginia
$4.82K
MA
1100
Montag & Associates
Georgia
$3.77K

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.