We are live on ! Find out more
DGRO icon

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
RWA
126
Rooted Wealth Advisors
Illinois
$14M -$476K -7,601 -3%
AOI
127
Auto-Owners Insurance
Michigan
$14M -$29M -462,200 -67%
JWM
128
Jackson Wealth Management
Florida
$13.9M +$295K +4,705 +2%
BTWM
129
Brass Tax Wealth Management
Ohio
$13.2M +$584K +9,319 +5%
AWM
130
Accel Wealth Management
Iowa
$13.2M +$3.23M +51,538 +32%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$13M -$931K -14,857 -7%
CAS
132
Coppell Advisory Solutions
Texas
$12.9M +$17.3M +276,824 +8,816%
IA
133
IFS Advisors
Kansas
$12.8M +$155K +2,467 +1%
PJWM
134
Philip James Wealth Mangement
Georgia
$12.6M -$67.2K -1,073 -0.5%
MA
135
Mutual Advisors
Nebraska
$12.6M +$184K +2,943 +1%
HCP
136
Holt Capital Partners
Texas
$12.5M +$142K +2,274 +1%
EWA
137
EverSource Wealth Advisors
Alabama
$12.4M +$1.02M +16,256 +9%
TWA
138
Tandem Wealth Advisors
Arizona
$12.3M -$308K -4,913 -2%
AF
139
Apexium Financial
Texas
$12.2M +$129K +2,058 +1%
SIM
140
Stratos Investment Management
Ohio
$12.2M +$1.52M +24,238 +14%
AssetMark Inc
141
AssetMark Inc
California
$12.1M -$864K -13,780 -7%
SC
142
Savant Capital
Illinois
$12.1M -$918K -14,648 -7%
DI
143
DDFG Inc
California
$12M +$1.04M +16,562 +9%
JAG
144
Journey Advisory Group
Kentucky
$11.9M -$1.17M -18,611 -9%
BFA
145
Beaumont Financial Advisors
Massachusetts
$11.9M +$86.8K +1,385 +0.7%
VCP
146
Verus Capital Partners
Arizona
$11.9M +$421K +6,717 +4%
WP
147
WealthShield Partners
North Carolina
$11.8M +$1.43M +22,792 +14%
KOMWMG
148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.8M -$5.6M -89,398 -32%
PFS
149
Prospera Financial Services
Texas
$11.7M +$2.32M +37,088 +24%
AIA
150
Alternative Investment Advisors
Florida
$11.7M -$213K -3,393 -2%

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.