We are live on ! Find out more
DGRO icon

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
EWA
1176
ERTS Wealth Advisors
Michigan
-$621K -10,059 Closed
NC
1177
NovaPoint Capital
Georgia
-$498K -8,057 Closed
SHJ
1178
Sharkey, Howes & Javer
Colorado
-$461K -7,454 Closed
FF
1179
Francis Financial
-$385K -6,238 Closed
SW
1180
SteelPeak Wealth
California
-$383K -6,193 Closed
BFG
1181
Beacon Financial Group
Texas
-$370K -5,997 Closed
EWM
1182
Empirical Wealth Management
Washington
-$319K -5,159 Closed
Fisher Asset Management
1183
Fisher Asset Management
Washington
-$307K -4,973 Closed
ZIC
1184
ZWJ Investment Counsel
Georgia
-$272K -4,405 Closed
SGI
1185
Summit Global Investments
Utah
-$247K -4,004 Closed
TCM
1186
Traynor Capital Management
Pennsylvania
-$247K -3,994 Closed
FFB
1187
First Financial Bankshares
Texas
-$242K -3,915 Closed
SPP
1188
Single Point Partners
Massachusetts
-$238K -3,858 Closed
SPWM
1189
Straight Path Wealth Management
Michigan
-$238K -3,854 Closed
ZIM
1190
Zacks Investment Management
Illinois
-$231K -3,736 Closed
SW
1191
SVB Wealth
Massachusetts
-$230K -3,717 Closed
PFG
1192
Prosperity Financial Group
California
-$227K -3,673 Closed
BW
1193
BIP Wealth
Georgia
-$226K -3,665 Closed
BWP
1194
Balboa Wealth Partners
Arizona
-$225K -3,648 Closed
ACM
1195
Advisors Capital Management
New Jersey
-$216K -3,503 Closed
CCA
1196
Clearwater Capital Advisors
Illinois
-$211K -3,422 Closed
AMM
1197
American Money Management
California
-$211K -3,419 Closed
GIA
1198
Goodwin Investment Advisory
Georgia
-$207K -3,357 Closed
SLC
1199
Second Line Capital
Louisiana
-$202K -3,275 Closed
PPWM
1200
PFG Private Wealth Management
Florida
-$136K -2,199 Closed

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.