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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
WFS
1151
WealthGarden F.S.
California
-$244K -3,977 Closed
SWIG
1152
Strategic Wealth Investment Group
Kentucky
-$241K -3,933 Closed
CJ
1153
Caitlin John
Michigan
-$240K -3,908 Closed
FCFC
1154
First Commonwealth Financial Corp
Pennsylvania
-$228K -3,709 Closed
FPL
1155
Fortress Private Ledger
North Carolina
-$221K -3,611 Closed
MM
1156
Meridian Management
Arkansas
-$216K -3,519 Closed
BFG
1157
Berger Financial Group
Minnesota
-$214K -3,489 Closed
MW
1158
Maia Wealth
Colorado
-$221K -3,480 Closed
MCM
1159
M1 Capital Management
Michigan
-$211K -3,432 Closed
SAM
1160
Secure Asset Management
Michigan
-$206K -3,365 Closed
EFP
1161
EnRich Financial Partners
Wisconsin
-$182K -2,974 Closed
PWMG
1162
Private Wealth Management Group
New Jersey
-$132K -2,157 Closed
LDB
1163
Lee, Danner & Bass
Tennessee
-$113K -1,850 Closed
CP
1164
Castleview Partners
Texas
-$103K -1,686 Closed
EF
1165
Empowered Funds
Pennsylvania
-$94.2K -1,535 Closed
SMAM
1166
Sugar Maple Asset Management
Wisconsin
-$85.9K -1,400 Closed
NWWA
1167
New Wave Wealth Advisors
Arkansas
-$49.1K -800 Closed
VHAM
1168
Van Hulzen Asset Management
California
-$48.6K -793 Closed
YDMI
1169
Y.D. More Investments
Israel
-$33.1K -540 Closed
RCM
1170
Raleigh Capital Management
North Carolina
-$31.7K -516 Closed
EPW
1171
Endeavor Private Wealth
Kansas
-$13.6K -222 Closed
PFA
1172
Pathway Financial Advisers
Indiana
-$11.8K -193 Closed
RA
1173
Ransom Advisory
Rhode Island
-$11.6K -189 Closed
VWM
1174
Venturi Wealth Management
Texas
-$10.7K -174 Closed
CMA
1175
Cedar Mountain Advisors
Oregon
-$10.4K -170 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.