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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
KIG
1101
Kessler Investment Group
Indiana
$3.27K
DAM
1102
Delta Asset Management
Tennessee
$3.27K +$3.32K +53 New
B
1103
Birchbrook
Maine
$2.84K -$31.3K -500 -92%
IWM
1104
IMG Wealth Management
Florida
$2.37K
FMP
1105
Financial Management Professionals
Texas
$2.29K
PP
1106
PrairieView Partners
Minnesota
$2K
SL
1107
Salomon & Ludwin
Virginia
$1.79K
APW
1108
Aventura Private Wealth
Florida
$1.67K +$1.69K +27 New
WWM
1109
Wolff Wiese Magana
California
$1.36K
EAM
1110
Eukles Asset Management
Ohio
$1.36K
BCPWM
1111
Bradley & Co Private Wealth Management
Florida
$1.24K
TCPW
1112
Twin City Private Wealth
North Carolina
$1.17K +$1.19K +19 New
CA
1113
Centerpoint Advisors
Massachusetts
$1K
DWM
1114
Dogwood Wealth Management
Kansas
$927
BOJHT
1115
Bank of Jackson Hole Trust
Wyoming
$513
TRCT
1116
Tower Research Capital (TRC)
New York
$185 -$125 -2 -40%
GC
1117
Garde Capital
Washington
$137 +$125 +2 New
SFCL
1118
Strengthening Families & Communities LLC
Massachusetts
$126
NC
1119
NewSquare Capital
Pennsylvania
$52
TGAM
1120
TBH Global Asset Management
Tennessee
-$16.5M -269,710 Closed
LCAM
1121
London & Capital Asset Management
United Kingdom
-$16M -260,961 Closed
QC
1122
Quadrature Capital
United Kingdom
-$10.4M -169,785 Closed
TCMP
1123
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$6.26M -102,047 Closed
IAA
1124
Independent Advisor Alliance
North Carolina
-$6.11M -99,687 Closed
SWM
1125
Scissortail Wealth Management
Oklahoma
-$5.64M -92,003 Closed

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.