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iShares Core Dividend Growth ETF

1,179 hedge funds and large institutions have $19.1B invested in iShares Core Dividend Growth ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 390 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,364% more call options, than puts

Call options by funds: $107M | Put options by funds: $1.65M

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 390

7% more capital invested

Capital invested by funds: $17.9B → $19.1B (+$1.21B)

2% more funds holding

Funds holding: 1,1591,179 (+20)

1% more funds holding in top 10

Funds holding in top 10: 107108 (+1)

1.97% less ownership

Funds ownership: 55.85%53.89% (-2%)

Holders
1,179
Holders Change
+20
Holders Change %
+1.73%
% of All Funds
15.47%
Holding in Top 10
108
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.42%
New
104
Increased
495
Reduced
390
Closed
62
Calls
$107M
Puts
$1.65M
Net Calls
+$105M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
101
Allegheny Financial Group
Pennsylvania
$21.2M +$59K +892 +0.3%
RSWM
102
Robertson Stephens Wealth Management
California
$21.1M -$71.2K -1,078 -0.3%
CAL
103
Capital Advisors Ltd
Ohio
$20.7M +$817K +12,369 +4%
DC
104
Davenport & Co
Virginia
$20.2M +$515K +7,791 +3%
HWM
105
HB Wealth Management
Georgia
$19.8M +$1.13M +17,157 +6%
IWC
106
Integrated Wealth Concepts
Massachusetts
$19.7M +$303K +4,581 +2%
MCM
107
MAI Capital Management
Ohio
$19.5M +$1.96M +29,642 +12%
WIM
108
WealthPlan Investment Management
Nebraska
$19.4M -$3.59M -54,294 -16%
CTA
109
Colonial Trust Advisors
South Carolina
$19M +$1.21M +18,289 +7%
MCB
110
Morton Community Bank
Illinois
$19M -$292K -4,417 -2%
RWA
111
Rooted Wealth Advisors
Illinois
$18.5M +$871K +13,179 +5%
PFS
112
Prospera Financial Services
Texas
$18.4M +$1.69M +25,503 +10%
OS
113
Objectivity Squared
South Carolina
$17.8M +$1.35M +20,465 +8%
PAG
114
Powers Advisory Group
Illinois
$17.7M +$1.19M +17,957 +7%
EWA
115
EverSource Wealth Advisors
Alabama
$17.3M +$1.01M +15,289 +6%
FDP
116
Financiere des Professionnels
Quebec, Canada
$16.7M -$2.25M -34,000 -12%
ES
117
Eagle Strategies
New York
$16.5M +$454K +6,864 +3%
CP
118
Capital Planning
Washington
$16.3M -$141K -2,128 -0.9%
MA
119
Mutual Advisors
Nebraska
$16.3M +$704K +10,652 +5%
TWA
120
Tandem Wealth Advisors
Arizona
$16.1M -$192K -2,905 -1%
RWP
121
Ridgecrest Wealth Partners
California
$16.1M -$83.1K -1,258 -0.5%
WDL
122
Well Done LLC
Michigan
$16M -$356K -5,391 -2%
GRP
123
Global Retirement Partners
California
$16M +$1.27M +19,161 +9%
WP
124
WealthPLAN Partners
Nebraska
$15.8M +$257K +3,891 +2%
PP
125
PFS Partners
New Jersey
$15.6M +$29.3K +443 +0.2%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2025, worth a combined $19.1B — up 6.8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DGRO positions and 62 closed out — a net gain of 42 holders — while 495 added to existing stakes and 390 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $215M. The largest seller was Envestnet Asset Management, cutting an estimated $197M.

  • 1,179 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2025, up from 1,159 in Q2 2025.
  • Funds reported $19.1B of iShares Core Dividend Growth ETF stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 104 funds opened new iShares Core Dividend Growth ETF positions in Q3 2025 and 62 closed out, a net change of +42 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $215M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2025.