We are live on ! Find out more
DGRO icon

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
AF
151
Allworth Financial
California
$12.2M +$79.9K +1,209 +0.7%
AM
152
Atwater Malick
Pennsylvania
$12.1M +$9.29M +140,599 +384%
MA
153
Modus Advisors
Minnesota
$12M +$139K +2,103 +1%
LFA
154
Legacy Financial Advisors
Kentucky
$11.9M -$563K -8,513 -5%
PAS
155
Park Avenue Securities
New York
$11.9M -$11.5M -173,434 -50%
SWP
156
Strategic Wealth Partners
Ohio
$11.9M +$112K +1,698 +1%
PPWP
157
Premier Path Wealth Partners
New Jersey
$11.8M -$34.8K -526 -0.3%
AA
158
Argent Advisors
Louisiana
$11.7M +$75.5K +1,143 +0.7%
SC
159
SouthState Corp
Florida
$11.6M +$4.94M +74,684 +78%
PCM
160
Perritt Capital Management
Illinois
$11.5M +$240K +3,624 +2%
PGAM
161
Princeton Global Asset Management
New Jersey
$11.5M -$319K -4,834 -3%
BCI
162
Brinker Capital Investments
Pennsylvania
$11.4M +$2.59M +39,232 +31%
TWG
163
The Wealth Group
Minnesota
$11.3M -$4.89M -73,955 -31%
KWM
164
Kingsview Wealth Management
Oregon
$11.3M +$1.91M +28,852 +21%
CPSAC
165
Chas P. Smith & Associates (CPS)
Florida
$11.3M -$7.71M -116,627 -41%
LWA
166
LifeGoal Wealth Advisors
New York
$11.2M +$341K +5,155 +3%
CWM
167
Cornerstone Wealth Management
Missouri
$11.2M -$31.7K -480 -0.3%
FFP
168
FourThought Financial Partners
Florida
$11.1M +$632K +9,558 +6%
SMF
169
Sterling Manor Financial
New York
$11.1M -$1.36M -20,533 -11%
CT
170
Colonial Trust
South Carolina
$11M +$224K +3,382 +2%
GIA
171
Gladstone Institutional Advisory
Florida
$10.9M +$17.3K +262 +0.2%
KPWS
172
Kestra Private Wealth Services
Texas
$10.9M +$256K +3,880 +2%
KAM
173
Knightsbridge Asset Management
California
$10.9M -$418K -6,328 -4%
CFO
174
Custos Family Office
Texas
$10.8M -$8.3M -125,559 -44%
FA
175
Flagstar Advisors
New York
$10.8M -$3.64M -55,148 -26%

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.