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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
AW
1101
Avion Wealth
Texas
$19K
AWM
1102
Angeles Wealth Management
California
$18.2K +$17.4K +285 New
BCM
1103
Boreal Capital Management
Florida
$18K +$17.2K +282 New
IBOK
1104
Independence Bank of Kentucky
Kentucky
$17.9K -$13.7K -225 -45%
MSFP
1105
Mark Sheptoff Financial Planning
Connecticut
$17.9K
PPC
1106
Park Place Capital
Alabama
$16.7K +$15.7K +258 New
PK
1107
Pflug Koory
Nebraska
$16.4K
SWP
1108
SIMA Wealth Partners
Virginia
$16.1K
TFGT
1109
TS Financial Group (TSFG)
Illinois
$16K
WA
1110
Whipplewood Advisors
Colorado
$15.9K +$15.2K +249 New
FRA
1111
Front Row Advisors
California
$15.2K +$14.5K +238 New
CAM
1112
Costello Asset Management
Pennsylvania
$15K
WSCM
1113
Wellington Shields Capital Management
New York
$14.7K
TPWA
1114
Twin Peaks Wealth Advisors
California
$13.9K +$12.9K +212 New
CT
1115
Clearstead Trust
Maine
$13.2K +$12.6K +207 New
CIAS
1116
CBIZ Investment Advisory Services
Ohio
$13.2K
CPG
1117
Cornerstone Planning Group
New Jersey
$12.9K -$18.6K -305 -61%
GBT
1118
Grove Bank & Trust
Florida
$12.8K
TIM
1119
Tortoise Investment Management
New York
$12.8K
BIA
1120
Bell Investment Advisors
California
$12.3K
BFPW
1121
BOK Financial Private Wealth
Colorado
$11.5K +$11K +180 New
PPA
1122
Painted Porch Advisors
California
$11.2K
KFP
1123
Keener Financial Planning
Texas
$11K
SN
1124
Sittner & Nelson
Oregon
$10.7K
AWM
1125
Abound Wealth Management
Tennessee
$10.6K

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.