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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
IC
176
IEQ Capital
California
$10.7M +$2.54M +38,490 +32%
SFP
177
Shepherd Financial Partners
Massachusetts
$10.7M -$90.7K -1,372 -0.9%
FF
178
Fairway Financial
Florida
$10.6M +$161K +2,429 +2%
TWM
179
TriaGen Wealth Management
California
$10.5M +$821K +12,428 +9%
SF
180
Summit Financial
New Jersey
$10.5M +$10.2M +154,103 New
APWA
181
Atlas Private Wealth Advisors
New Jersey
$10.5M -$12.2M -183,891 -54%
EFS
182
Essex Financial Services
Connecticut
$10.5M -$235K -3,555 -2%
SC
183
Savant Capital
Illinois
$10.4M -$1.25M -18,981 -11%
OIA
184
OneDigital Investment Advisors
Kansas
$10.3M +$20.5K +310 +0.2%
BAAM
185
Baker Avenue Asset Management
California
$10.3M +$729K +11,030 +8%
IAN
186
Integrated Advisors Network
Texas
$10.3M -$473K -7,160 -5%
TFS
187
Thoroughbred Financial Services
Tennessee
$10.2M -$829K -12,548 -8%
SVWAG
188
Sound View Wealth Advisors Group
Georgia
$10.2M -$149K -2,250 -1%
BWS
189
Buck Wealth Strategies
Colorado
$10.1M +$1.04M +15,742 +12%
CICC
190
Capital Investment Counsel (Colorado)
Colorado
$10M +$1.22M +18,405 +14%
SWA
191
SOA Wealth Advisors
New York
$10M -$597K -9,038 -6%
AssetMark Inc
192
AssetMark Inc
California
$9.98M -$267K -4,046 -3%
FAM
193
Forte Asset Management
New York
$9.79M +$1.14M +17,295 +14%
AWA
194
Arkadios Wealth Advisors
Georgia
$9.78M -$787K -11,905 -8%
SI
195
Stephens Inc
Arkansas
$9.7M +$1.19M +18,065 +15%
GFA
196
Gallagher Fiduciary Advisors
Illinois
$9.61M -$105K -1,596 -1%
SB
197
Strategic Blueprint
Georgia
$9.53M -$297K -4,498 -3%
PCG
198
Prosperity Consulting Group
Maryland
$9.47M +$400K +6,055 +5%
BP
199
BBR Partners
New York
$9.38M +$3.7K +56 +0%
ASN
200
Advisory Services Network
Georgia
$9.22M +$332K +5,021 +4%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,620 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.