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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
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$9.66M -$996K -15,897 -9%
GAM
177
Gotham Asset Management
New York
$9.5M +$3.79M +60,554 +65%
OIA
178
OneDigital Investment Advisors
Kansas
$9.43M -$105K -1,677 -1%
FF
179
Fairway Financial
Florida
$9.38M +$125K +1,999 +1%
EFS
180
Essex Financial Services
Connecticut
$9.35M +$358K +5,715 +4%
CT
181
Colonial Trust
South Carolina
$9.27M -$88.3K -1,409 -0.9%
KAS
182
KPP Advisory Services
Kentucky
$9.26M +$4.38M +69,943 +87%
GIA
183
Gladstone Institutional Advisory
Florida
$9.26M +$462K +7,377 +5%
LWA
184
LifeGoal Wealth Advisors
New York
$9.23M -$1.23M -19,577 -12%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$9.23M -$609K -9,714 -6%
KWM
186
Kingsview Wealth Management
Oregon
$9.21M +$154K +2,463 +2%
MPW
187
Monterey Private Wealth
California
$9.13M +$214K +3,415 +2%
SFP
188
Shepherd Financial Partners
Massachusetts
$9.07M -$33.6K -536 -0.4%
BAAM
189
Baker Avenue Asset Management
California
$8.83M +$24.6K +393 +0.3%
FFP
190
FourThought Financial Partners
Florida
$8.79M -$1.91M -30,411 -18%
SB
191
Strategic Blueprint
Georgia
$8.63M +$6.84M +109,082 +356%
BP
192
BBR Partners
New York
$8.51M +$3.26K +52 +0%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$8.46M +$433K +6,910 +5%
GWM
194
Geneos Wealth Management
Colorado
$8.4M +$6.1M +97,351 +252%
TWM
195
TriaGen Wealth Management
California
$8.36M +$69.3K +1,106 +0.8%
CWP
196
Concord Wealth Partners
Virginia
$8.25M -$6.8M -108,502 -45%
CA
197
Crumly & Associates
Illinois
$8.2M -$7.21M -115,010 -46%
IC
198
IEQ Capital
California
$8.19M +$905K +14,444 +12%
Citigroup
199
Citigroup
New York
$8.13M -$367K -5,849 -4%
PAS
200
Park Avenue Securities
New York
$7.99M -$9.03M -144,023 -53%

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.