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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
SCA
101
Scott Capital Advisors
Oregon
$19.7M +$1.16M +19,015 +7%
VC
102
Vicus Capital
Pennsylvania
$19.4M +$943K +15,469 +5%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$19.1M +$1.92M +31,464 +12%
AI
104
Atria Investments
North Carolina
$19M -$2.43M -39,815 -12%
AWS
105
Atria Wealth Solutions
New York
$18.8M -$4.79M -78,542 -21%
CAL
106
Capital Advisors Ltd
Ohio
$18.6M +$413K +6,765 +2%
DC
107
Davenport & Co
Virginia
$18.5M +$1.04M +16,986 +6%
CFO
108
Custos Family Office
Texas
$18.2M +$189K +3,096 +1%
IWC
109
Integrated Wealth Concepts
Massachusetts
$18.2M +$2.36M +38,683 +16%
MCB
110
Morton Community Bank
Illinois
$18.1M +$714K +11,709 +4%
CPSAC
111
Chas P. Smith & Associates (CPS)
Florida
$18M +$1.17M +19,178 +7%
FDP
112
Financiere des Professionnels
Quebec, Canada
$17.8M +$610K +10,000 +4%
FHA
113
First Horizon Advisors
Tennessee
$17.8M +$5.79M +94,980 +52%
HWM
114
HB Wealth Management
Georgia
$17.5M +$2.86M +46,937 +21%
CTA
115
Colonial Trust Advisors
South Carolina
$16.7M +$540K +8,856 +4%
RWA
116
Rooted Wealth Advisors
Illinois
$16.6M +$504K +8,264 +3%
MCM
117
MAI Capital Management
Ohio
$16.4M -$140K -2,302 -0.9%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$16.3M +$5.75M +94,308 +59%
PFS
119
Prospera Financial Services
Texas
$15.7M +$3.35M +54,938 +29%
CP
120
Capital Planning
Washington
$15.5M -$6.41M -105,183 -30%
OS
121
Objectivity Squared
South Carolina
$15.4M +$3.41M +55,912 +30%
PAG
122
Powers Advisory Group
Illinois
$15.4M +$784K +12,865 +6%
WDL
123
Well Done LLC
Michigan
$15.4M -$1.22M -19,996 -8%
TWG
124
The Wealth Group
Minnesota
$15.4M -$4.06M -66,530 -22%
EWA
125
EverSource Wealth Advisors
Alabama
$15.3M +$2.34M +38,433 +19%

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.