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iShares Core Dividend Growth ETF

1,179 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 390 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,364% more call options, than puts

Call options by funds: $107M | Put options by funds: $1.65M

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 390

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.21B)

2% more funds holding

Funds holding: 1,1591,179 (+20)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

1.97% less ownership

Funds ownership: 55.85%53.89% (-2%)

Holders
1,179
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
15.47%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.42%
New
104
Increased
495
Reduced
390
Closed
62
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1076
JNBA Financial Advisors
Minnesota
$51.5K
CWP
1077
Clark Wealth Partners
Illinois
$51.4K +$49K +741 New
PFM
1078
Phillips Financial Management
Indiana
$51.1K
OPTFSNA
1079
Old Point Trust & Financial Services N A
Virginia
$51.1K
HHGA
1080
Halbert Hargrove Global Advisors
California
$46.2K +$44.8K +678 New
DWM
1081
Darwin Wealth Management
Florida
$46K +$198 +3 +0.4%
TF
1082
Tompkins Financial
New York
$45.5K
BAM
1083
Bellevue Asset Management
Washington
$44.4K +$66 +1 +0.2%
MWA
1084
Medallion Wealth Advisors
Connecticut
$41.3K +$13.2K +200 +49%
DF
1085
Dunhill Financial
United Kingdom
$40.8K +$66 +1 +0.2%
VWWMG
1086
Vermillion & White Wealth Management Group
Pennsylvania
$38.4K +$529 +8 +1%
OA
1087
Operose Advisors
Wisconsin
$38.3K
WSFS
1088
Wilmington Savings Fund Society
Delaware
$37.4K -$257K -3,885 -88%
TC
1089
Truvestments Capital
Florida
$37.1K
IWP
1090
IAG Wealth Partners
Wisconsin
$36.2K -$1.19K -18 -3%
LFA
1091
LGT Financial Advisors
Texas
$35.7K -$122K -1,848 -78%
ATC
1092
Advantage Trust Company
Kansas
$34.2K
HCM
1093
Horrell Capital Management
Arkansas
$34K
BHWM
1094
Beaird Harris Wealth Management
Texas
$33.8K
HWM
1095
Hemington Wealth Management
Virginia
$33K -$7.53K -114 -19%
GFWA
1096
Grey Fox Wealth Advisors
Delaware
$32.7K +$31.7K +480 New
SCA
1097
Stuart Chaussee & Associates
California
$32.5K
NWM
1098
Nova Wealth Management
Florida
$31.7K
TRCT
1099
Tower Research Capital (TRC)
New York
$30.8K -$79.2K -1,198 -73%
AWM
1100
Accredited Wealth Management
Kentucky
$30.6K +$7.49M +113,320 +25,182%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2025, worth a combined $19.1B — up 6.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DGRO positions and 62 closed out — a net gain of 42 holders — while 495 added to existing stakes and 390 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $215M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 1,179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2025, up from 1,159 in Q2 2025.
  • Funds reported $19.1B of iShares Core Dividend Growth ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 104 funds opened new iShares Core Dividend Growth ETF positions in Q3 2025 and 62 closed out, a net change of +42 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $215M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2025.