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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
TWA
126
Tandem Wealth Advisors
Arizona
$15.3M +$2.39M +39,258 +20%
RWP
127
Ridgecrest Wealth Partners
California
$15.2M +$219K +3,589 +2%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$15.1M -$2.23M -36,562 -13%
ES
129
Eagle Strategies
New York
$15.1M +$292K +4,787 +2%
MA
130
Mutual Advisors
Nebraska
$15M +$1.05M +17,146 +8%
DAS
131
Dynamic Advisor Solutions
Arizona
$14.8M +$213K +3,495 +2%
WP
132
WealthPLAN Partners
Nebraska
$14.6M -$3.07M -50,341 -18%
PP
133
PFS Partners
New Jersey
$14.6M -$3.6K -59 -0%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$14.2M +$636K +10,427 +5%
JWM
135
Jackson Wealth Management
Florida
$14.2M -$219K -3,597 -2%
BTWM
136
Brass Tax Wealth Management
Ohio
$14M +$317K +5,197 +2%
AWM
137
Accel Wealth Management
Iowa
$13.8M +$148K +2,422 +1%
GRP
138
Global Retirement Partners
California
$13.8M +$13.1M +215,253 New
AF
139
Apexium Financial
Texas
$13.7M +$1.03M +16,919 +9%
FA
140
Flagstar Advisors
New York
$13.7M -$2.16M -35,460 -14%
PA
141
PSI Advisors
Florida
$13.3M +$1.43M +23,465 +13%
PJWM
142
Philip James Wealth Mangement
Georgia
$13.2M +$153K +2,504 +1%
IA
143
IFS Advisors
Kansas
$13.2M -$40.9K -670 -0.3%
VCP
144
Verus Capital Partners
Arizona
$13.1M +$748K +12,261 +6%
CFP
145
Cypress Financial Planning
New Jersey
$12.5M +$405K +6,644 +4%
BFA
146
Beaumont Financial Advisors
Massachusetts
$12.5M +$167K +2,742 +1%
GAM
147
Gotham Asset Management
New York
$12.4M +$2.49M +40,896 +27%
DI
148
DDFG Inc
California
$12.4M -$49.3K -809 -0.4%
KOMWMG
149
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$12.2M -$20.1K -329 -0.2%
MWM
150
Meridian Wealth Management
Kentucky
$12.1M +$96.5K +1,582 +0.8%

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.