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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
ACA
201
Aptus Capital Advisors
Alabama
$8.17M +$993K +16,282 +15%
FAM
202
Forte Asset Management
New York
$8.09M -$2.02M -33,063 -21%
SI
203
Stephens Inc
Arkansas
$7.96M +$901K +14,771 +13%
CA
204
Crumly & Associates
Illinois
$7.93M -$533K -8,747 -7%
RFM
205
Royal Fund Management
Florida
$7.89M +$126K +2,071 +2%
CBT
206
Crews Bank & Trust
Florida
$7.82M +$944K +15,475 +14%
PWA
207
Physician Wealth Advisors
Utah
$7.7M -$156K -2,552 -2%
DIA
208
Davidson Investment Advisors
Montana
$7.7M -$71.5K -1,172 -1%
AWM
209
Aprio Wealth Management
Georgia
$7.66M +$168K +2,757 +2%
YWS
210
Yarger Wealth Strategies
Ohio
$7.65M +$131K +2,144 +2%
MFG
211
Merit Financial Group
Georgia
$7.64M +$1.28M +20,955 +21%
IC
212
IEQ Capital
California
$7.6M -$832K -13,651 -10%
ADL
213
Asset Dedication LLC
California
$7.57M +$1.27M +20,867 +21%
MF
214
Meridian Financial
Massachusetts
$7.55M +$210K +3,451 +3%
TWA
215
Talisman Wealth Advisors
New Jersey
$7.5M +$554K +9,078 +8%
AWE
216
Avidian Wealth Enterprises
Texas
$7.49M +$257K +4,210 +4%
AGA
217
Arkos Global Advisors
Texas
$7.48M -$232K -3,810 -3%
HAG
218
HF Advisory Group
Maryland
$7.45M +$561K +9,207 +9%
CBA
219
Coastal Bridge Advisors
Connecticut
$7.44M +$102K +1,666 +1%
BRWA
220
B. Riley Wealth Advisors
Florida
$7.44M +$7.09M +116,307 New
SFA
221
Sequoia Financial Advisors
Ohio
$7.36M +$2.48M +40,661 +55%
MC
222
Matisse Capital
Oregon
$7.36M +$4.21K +69 +0.1%
Northern Trust
223
Northern Trust
Illinois
$7.36M +$2.31M +37,818 +49%
CWP
224
Concord Wealth Partners
Virginia
$7.35M -$1.13M -18,466 -14%
CAMV
225
Concord Asset Management (Virginia)
Virginia
$7.35M +$1.65M +27,016 +31%

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.