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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
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$15.5M +$379K +5,740 +3%
JWM
127
Jackson Wealth Management
Florida
$15.4M +$329K +4,982 +2%
AWM
128
Accel Wealth Management
Iowa
$15.2M +$451K +6,827 +3%
AI
129
Atria Investments
North Carolina
$15M -$5.1M -77,209 -26%
AF
130
Apexium Financial
Texas
$15M +$402K +6,082 +3%
TGAM
131
TBH Global Asset Management
Tennessee
$14.9M +$14.5M +219,370 New
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$14.9M -$1.16M -17,611 -7%
PA
133
PSI Advisors
Florida
$14.9M +$726K +10,982 +5%
GAM
134
Gotham Asset Management
New York
$14.5M +$1.25M +18,850 +10%
VCP
135
Verus Capital Partners
Arizona
$14.5M +$522K +7,892 +4%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$14.4M -$2.89M -43,755 -17%
KAS
137
KPP Advisory Services
Kentucky
$14.2M +$3.68M +55,640 +36%
IA
138
IFS Advisors
Kansas
$14M +$19.2K +290 +0.1%
DAS
139
Dynamic Advisor Solutions
Arizona
$13.6M -$2.07M -31,370 -14%
BFA
140
Beaumont Financial Advisors
Massachusetts
$13.4M +$109K +1,645 +0.8%
CFP
141
Cypress Financial Planning
New Jersey
$13.3M +$50.2K +759 +0.4%
KOMWMG
142
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13M +$85.1K +1,288 +0.7%
FA
143
FC Advisory
Pennsylvania
$13M +$161K +2,430 +1%
PJWM
144
Philip James Wealth Mangement
Georgia
$12.9M -$1.15M -17,340 -8%
MWM
145
Meridian Wealth Management
Kentucky
$12.9M -$9.12K -138 -0.1%
WP
146
WealthShield Partners
North Carolina
$12.7M -$1.85K -28 -0%
HCP
147
Holt Capital Partners
Texas
$12.5M -$49.9K -755 -0.4%
CIAS
148
Capital Investment Advisory Services
North Carolina
$12.4M +$225K +3,400 +2%
SIM
149
Stratos Investment Management
Ohio
$12.4M -$181K -2,732 -1%
JAG
150
Journey Advisory Group
Kentucky
$12.4M -$89.2K -1,349 -0.7%

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.