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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
KWM
1201
Kiker Wealth Management
Georgia
-$122K -1,967 Closed
MIM
1202
Marshall Investment Management
Colorado
-$110K -1,776 Closed
CWC
1203
Carolinas Wealth Consulting
North Carolina
-$97.6K -1,579 Closed
Bessemer Group
1204
Bessemer Group
New Jersey
-$79K -1,277 Closed
WT
1205
Washington Trust
Rhode Island
-$71.6K -1,159 Closed
WF
1206
Wayfinding Financial
Washington
-$70K -1,147 Closed
QC
1207
Quent Capital
New York
-$62.8K -1,017 Closed
GWM
1208
Graybill Wealth Management
Illinois
-$43.3K -702 Closed
SIM
1209
Synergy Investment Management
Florida
-$38.4K -622 Closed
TWD
1210
True Wealth Design
Ohio
-$24.3K -393 Closed
CTB
1211
Country Trust Bank
Illinois
-$19.8K -320 Closed
ITIM
1212
Indiana Trust & Investment Management
Indiana
-$19K -308 Closed
CRFG
1213
Columbia River Financial Group
Washington
-$18K -300 Closed
MG
1214
Mather Group
Illinois
-$15.1K -245 Closed
CAWM
1215
Capital A Wealth Management
Pennsylvania
-$10.2K -165 Closed
BA
1216
Bristlecone Advisors
Washington
-$5.62K -91 Closed
TCPW
1217
Twin City Private Wealth
North Carolina
-$1.17K -19 Closed
CA
1218
Centerpoint Advisors
Massachusetts
-$1K -12 Closed
RBC
1219
Roble Belko & Company
Pennsylvania
-$122 -2 -33%
SFCL
1220
Strengthening Families & Communities LLC
Massachusetts
-$126 -2 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.