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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
DIA
201
Davidson Investment Advisors
Montana
$9.08M +$858K +12,986 +11%
Citigroup
202
Citigroup
New York
$9.02M +$184K +2,789 +2%
TWC
203
TD Waterhouse Canada
Ontario, Canada
$8.95M -$846K -12,804 -9%
SWP
204
Sagespring Wealth Partners
Tennessee
$8.91M -$101K -1,534 -1%
VA
205
Valmark Advisers
Ohio
$8.86M +$1.11M +16,805 +15%
ACA
206
Aptus Capital Advisors
Alabama
$8.84M +$132K +1,990 +2%
FIA
207
Foundations Investment Advisors
Arizona
$8.77M -$235K -3,561 -3%
DADC
208
D.A. Davidson & Co
Montana
$8.55M +$876K +13,253 +12%
BWM
209
Bernard Wealth Management
Michigan
$8.52M +$7.84M +118,591 +1,823%
CBT
210
Crews Bank & Trust
Florida
$8.48M +$153K +2,322 +2%
AWM
211
Aprio Wealth Management
Georgia
$8.4M +$242K +3,668 +3%
Northern Trust
212
Northern Trust
Illinois
$8.33M +$478K +7,232 +6%
HAG
213
HF Advisory Group
Maryland
$8.28M +$344K +5,211 +4%
MF
214
Meridian Financial
Massachusetts
$8.22M +$177K +2,682 +2%
FNC
215
First National Corp
Massachusetts
$8.22M +$432K +6,533 +6%
TWA
216
Talisman Wealth Advisors
New Jersey
$8.21M +$215K +3,260 +3%
YWS
217
Yarger Wealth Strategies
Ohio
$8.2M +$57.4K +868 +0.7%
CA
218
Crumly & Associates
Illinois
$8.05M -$383K -5,794 -5%
MFG
219
Merit Financial Group
Georgia
$8.04M -$89.3K -1,352 -1%
ADL
220
Asset Dedication LLC
California
$8.01M -$47.8K -723 -0.6%
AGA
221
Arkos Global Advisors
Texas
$8M +$33.8K +512 +0.4%
PWA
222
Physician Wealth Advisors
Utah
$7.95M -$241K -3,652 -3%
AWE
223
Avidian Wealth Enterprises
Texas
$7.94M -$37.2K -563 -0.5%
SFPG
224
Stonebridge Financial Planning Group
Florida
$7.92M +$415K +6,282 +6%
CBA
225
Coastal Bridge Advisors
Connecticut
$7.9M -$17K -257 -0.2%

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.