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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
KPWS
176
Kestra Private Wealth Services
Texas
$10M -$235K -3,862 -2%
SWA
177
SOA Wealth Advisors
New York
$9.99M -$1.13M -18,584 -11%
AWA
178
Arkadios Wealth Advisors
Georgia
$9.94M -$61.5K -1,009 -0.6%
FFP
179
FourThought Financial Partners
Florida
$9.86M +$722K +11,846 +8%
FF
180
Fairway Financial
Florida
$9.77M +$61.1K +1,002 +0.7%
KAS
181
KPP Advisory Services
Kentucky
$9.75M +$157K +2,575 +2%
SVWAG
182
Sound View Wealth Advisors Group
Georgia
$9.74M -$243K -3,977 -3%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$9.73M +$171K +2,808 +2%
OIA
184
OneDigital Investment Advisors
Kansas
$9.69M -$68.7K -1,127 -0.7%
AssetMark Inc
185
AssetMark Inc
California
$9.63M -$2.79M -45,748 -23%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$9.25M +$325K +5,329 +4%
SB
187
Strategic Blueprint
Georgia
$9.24M +$294K +4,827 +3%
GFA
188
Gallagher Fiduciary Advisors
Illinois
$9.13M -$2.22M -36,349 -20%
TWM
189
TriaGen Wealth Management
California
$9.11M +$436K +7,150 +5%
BAAM
190
Baker Avenue Asset Management
California
$8.99M -$143K -2,343 -2%
BP
191
BBR Partners
New York
$8.81M +$3.23K +53 +0%
KWM
192
Kingsview Wealth Management
Oregon
$8.76M -$736K -12,076 -8%
BWS
193
Buck Wealth Strategies
Colorado
$8.51M +$1.07M +17,520 +15%
PCG
194
Prosperity Consulting Group
Maryland
$8.5M +$612K +10,042 +8%
SWP
195
Sagespring Wealth Partners
Tennessee
$8.47M +$216K +3,544 +3%
FIA
196
Foundations Investment Advisors
Arizona
$8.47M +$821K +13,457 +11%
ASN
197
Advisory Services Network
Georgia
$8.43M +$1.05M +17,170 +15%
Citigroup
198
Citigroup
New York
$8.29M -$116K -1,898 -1%
CICC
199
Capital Investment Counsel (Colorado)
Colorado
$8.24M +$1.17M +19,135 +17%
BCI
200
Brinker Capital Investments
Pennsylvania
$8.22M +$293K +4,811 +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.