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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
CFP
151
Cypress Financial Planning
New Jersey
$11.7M -$375K -5,983 -3%
FA
152
FC Advisory
Pennsylvania
$11.6M +$417K +6,647 +4%
MWM
153
Meridian Wealth Management
Kentucky
$11.6M +$97.9K +1,562 +0.8%
TFS
154
Thoroughbred Financial Services
Tennessee
$11.6M +$11K +175 +0.1%
LFA
155
Legacy Financial Advisors
Kentucky
$11.6M -$419K -6,690 -3%
SMF
156
Sterling Manor Financial
New York
$11.4M -$8.74M -139,478 -43%
PA
157
PSI Advisors
Florida
$11.4M +$176K +2,813 +2%
FHA
158
First Horizon Advisors
Tennessee
$11.3M +$255K +4,073 +2%
GFA
159
Gallagher Fiduciary Advisors
Illinois
$11.1M -$50.9K -813 -0.5%
OS
160
Objectivity Squared
South Carolina
$10.8M +$32.4K +517 +0.3%
SWA
161
SOA Wealth Advisors
New York
$10.8M -$152K -2,419 -1%
IAN
162
Integrated Advisors Network
Texas
$10.8M +$2.99M +47,743 +38%
CIAS
163
Capital Investment Advisory Services
North Carolina
$10.8M +$220K +3,507 +2%
PGAM
164
Princeton Global Asset Management
New Jersey
$10.7M -$1.78M -28,388 -14%
MA
165
Modus Advisors
Minnesota
$10.6M +$126K +2,008 +1%
PPWP
166
Premier Path Wealth Partners
New Jersey
$10.4M +$209K +3,328 +2%
AF
167
Allworth Financial
California
$10.2M -$173K -2,762 -2%
AA
168
Argent Advisors
Louisiana
$10.2M -$1.26M -20,109 -11%
PCM
169
Perritt Capital Management
Illinois
$10.1M -$319K -5,095 -3%
CWM
170
Cornerstone Wealth Management
Missouri
$10.1M +$31.3K +500 +0.3%
KAM
171
Knightsbridge Asset Management
California
$10.1M +$56.5K +901 +0.6%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$9.95M -$6.87M -109,630 -40%
KPWS
173
Kestra Private Wealth Services
Texas
$9.9M -$764K -12,188 -7%
FAM
174
Forte Asset Management
New York
$9.86M -$142K -2,262 -1%
AWA
175
Arkadios Wealth Advisors
Georgia
$9.67M +$1.43M +22,775 +17%

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.