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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
SCA
1076
Stuart Chaussee & Associates
California
$30.6K
RWM
1077
Rialto Wealth Management
New York
$30.5K
NWM
1078
Nova Wealth Management
Florida
$29.7K
KGP
1079
Keystone Global Partners
Colorado
$29.5K +$28.1K +461 New
SWIG
1080
Strategic Wealth Investment Group
Kentucky
$29K +$27.6K +453 New
AWM
1081
Accredited Wealth Management
Kentucky
$28.8K
RA
1082
Rise Advisors
New York
$28.6K +$122 +2 +0.4%
PWAM
1083
Private Wealth Asset Management
Iowa
$28.5K +$27.1K +445 New
UIA
1084
Ulland Investment Advisors
Minnesota
$28K
ETC
1085
Exchange Traded Concepts
Oklahoma
$27.8K +$26.5K +434 New
MSWM
1086
Mowery & Schoenfeld Wealth Management
Illinois
$27K
MWA
1087
Medallion Wealth Advisors
Connecticut
$26.4K -$61K -1,000 -71%
SIS
1088
Sound Income Strategies
Florida
$26.3K +$122 +2 +0.5%
MTIC
1089
Missouri Trust & Investment Company
Missouri
$25.6K
TAM
1090
Tucker Asset Management
Colorado
$25.4K -$32.6K -535 -57%
PWM
1091
Proathlete Wealth Management
Florida
$25.1K +$23.9K +392 New
BDPWM
1092
Barnes Dennig Private Wealth Management
Ohio
$24.6K
FMTCOCP
1093
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
RF
1094
Rossby Financial
Florida
$23.9K +$8.23K +135 +57%
SA
1095
Scarborough Advisors
Maryland
$23K +$22K +360 New
LWMI
1096
Legacy Wealth Management (Idaho)
Idaho
$22.6K
LIS
1097
Legacy Investment Solutions
Idaho
$22.6K +$21.6K +354 New
DPW
1098
DiNuzzo Private Wealth
Pennsylvania
$20.2K
KFGG
1099
Keystone Financial Group (Georgia)
Georgia
$19.8K
RIA
1100
Realta Investment Advisors
Delaware
$19.3K +$12.2K +200 +196%

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.