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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
CT
1126
Caldwell Trust
Florida
$10.6K
PP
1127
Pacifica Partners
Canada
$10.2K +$9.76K +160 New
POIA
1128
Pin Oak Investment Advisors
Texas
$10K
T
1129
Transce3nd
Texas
$9.27K +$427 +7 +5%
MWA
1130
Moser Wealth Advisors
Washington
$9.08K
RF
1131
Robinswood Financial
Washington
$8.64K +$61 +1 +0.7%
BFP
1132
Briaud Financial Planning
Texas
$7K +$7.38K +121 New
BTD
1133
BankPlus Trust Department
Mississippi
$6.01K
NA
1134
Nordwand Advisors
Pennsylvania
$5.96K +$5.67K +93 New
IHWM
1135
Iron Horse Wealth Management
Iowa
$5.56K
DFA
1136
DHJJ Financial Advisors
Illinois
$5.31K +$5.06K +83 New
IMC
1137
Investment Management Corporation
Virginia
$4.99K
KA
1138
Kozak & Associates
Colorado
$4.09K +$3.84K +63 New
MA
1139
Montag & Associates
Georgia
$3.9K
DAM
1140
Delta Asset Management
Tennessee
$3.39K
KIG
1141
Kessler Investment Group
Indiana
$3.39K
TCM
1142
Tradewinds Capital Management
Washington
$3.07K +$2.93K +48 New
B
1143
Birchbrook
Maine
$2.94K
PCA
1144
Providence Capital Advisors
North Carolina
$2.62K +$2.5K +41 New
IWM
1145
IMG Wealth Management
Florida
$2.47K +$61 +1 +3%
FMP
1146
Financial Management Professionals
Texas
$2.37K
BNP Paribas Financial Markets
1147
BNP Paribas Financial Markets
France
$2.11K -$616K -10,101 -100%
PP
1148
PrairieView Partners
Minnesota
$2K
APW
1149
Aventura Private Wealth
Florida
$1.73K
WWM
1150
Wolff Wiese Magana
California
$1.41K

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.