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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
SWP
201
Sagespring Wealth Partners
Tennessee
$7.96M -$1.52M -24,183 -16%
BCI
202
Brinker Capital Investments
Pennsylvania
$7.64M +$398K +6,353 +5%
OPS
203
Orion Portfolio Solutions
Nebraska
$7.64M +$398K +6,353 +5%
PCG
204
Prosperity Consulting Group
Maryland
$7.6M +$489K +7,803 +7%
PWA
205
Physician Wealth Advisors
Utah
$7.6M -$176K -2,806 -2%
RFM
206
Royal Fund Management
Florida
$7.51M +$103K +1,649 +1%
DIA
207
Davidson Investment Advisors
Montana
$7.51M -$640K -10,207 -8%
AGA
208
Arkos Global Advisors
Texas
$7.46M +$270K +4,309 +4%
FIA
209
Foundations Investment Advisors
Arizona
$7.35M -$1.89M -30,096 -20%
DADC
210
D.A. Davidson & Co
Montana
$7.3M +$108K +1,726 +1%
YWS
211
Yarger Wealth Strategies
Ohio
$7.26M +$28.9K +461 +0.4%
AWM
212
Aprio Wealth Management
Georgia
$7.23M +$419K +6,694 +6%
BWS
213
Buck Wealth Strategies
Colorado
$7.14M -$2.28M -36,410 -24%
MC
214
Matisse Capital
Oregon
$7.11M +$4.2K +67 +0.1%
CBA
215
Coastal Bridge Advisors
Connecticut
$7.08M +$7.18M +114,659 New
MF
216
Meridian Financial
Massachusetts
$7.08M -$53.8K -859 -0.7%
ASN
217
Advisory Services Network
Georgia
$7M +$304K +4,846 +4%
AWE
218
Avidian Wealth Enterprises
Texas
$6.98M -$520K -8,297 -7%
LWA
219
Lineweaver Wealth Advisors
Ohio
$6.95M -$162K -2,584 -2%
CAM
220
Cresset Asset Management
Illinois
$6.91M -$154K -2,465 -2%
DFG
221
Demars Financial Group
Washington
$6.91M -$1.11M -17,723 -4%
ACA
222
Aptus Capital Advisors
Alabama
$6.89M +$1.03M +16,445 +17%
SWA
223
Stratos Wealth Advisors
Ohio
$6.87M -$2.56M -40,823 -27%
AIM
224
Alhambra Investment Management
Florida
$6.86M +$481K +7,673 +7%
EWA
225
EP Wealth Advisors
California
$6.86M -$985K -15,714 -12%

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.