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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
FA
151
FC Advisory
Pennsylvania
$12.1M +$28K +460 +0.2%
WP
152
WealthShield Partners
North Carolina
$11.9M -$247K -4,054 -2%
SIM
153
Stratos Investment Management
Ohio
$11.8M -$770K -12,625 -6%
SMF
154
Sterling Manor Financial
New York
$11.8M -$60.9K -999 -0.5%
LFA
155
Legacy Financial Advisors
Kentucky
$11.8M -$200K -3,286 -2%
HCP
156
Holt Capital Partners
Texas
$11.8M -$1.11M -18,225 -9%
JAG
157
Journey Advisory Group
Kentucky
$11.7M -$589K -9,655 -5%
CIAS
158
Capital Investment Advisory Services
North Carolina
$11.4M +$257K +4,220 +2%
AF
159
Allworth Financial
California
$11.4M +$425K +6,964 +4%
MA
160
Modus Advisors
Minnesota
$11.1M +$114K +1,866 +1%
PPWP
161
Premier Path Wealth Partners
New Jersey
$11.1M +$337K +5,528 +3%
PGAM
162
Princeton Global Asset Management
New Jersey
$11.1M -$47.6K -780 -0.4%
SWP
163
Strategic Wealth Partners
Ohio
$11M +$10.5M +172,578 New
SC
164
Savant Capital
Illinois
$11M -$1.44M -23,561 -12%
AA
165
Argent Advisors
Louisiana
$10.9M +$336K +5,510 +3%
KAM
166
Knightsbridge Asset Management
California
$10.6M +$173K +2,841 +2%
PCM
167
Perritt Capital Management
Illinois
$10.6M +$83.5K +1,370 +0.8%
CWM
168
Cornerstone Wealth Management
Missouri
$10.6M +$85.2K +1,397 +0.9%
TFS
169
Thoroughbred Financial Services
Tennessee
$10.4M -$1.5M -24,583 -13%
GIA
170
Gladstone Institutional Advisory
Florida
$10.3M +$639K +10,479 +7%
LWA
171
LifeGoal Wealth Advisors
New York
$10.2M +$643K +10,549 +7%
SFP
172
Shepherd Financial Partners
Massachusetts
$10.1M +$717K +11,763 +8%
CT
173
Colonial Trust
South Carolina
$10.1M +$516K +8,460 +6%
IAN
174
Integrated Advisors Network
Texas
$10.1M -$1.01M -16,629 -10%
EFS
175
Essex Financial Services
Connecticut
$10M +$356K +5,846 +4%

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.