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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
Wealthfront Advisers
1
Wealthfront Advisers
California
$3.07B -$28.4M -452,556 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.15B +$8.34M +133,038 +0.7%
Bank of America
3
Bank of America
North Carolina
$1.12B -$13.3M -211,862 -1%
LPL Financial
4
LPL Financial
California
$970M +$59M +941,311 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$632M +$10.9M +174,417 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$587M -$72.3M -1,153,036 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$494M +$14.4M +229,667 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$479M +$3.45M +55,058 +0.7%
CIA
9
Capital Investment Advisors
Georgia
$476M +$13M +207,810 +3%
Ameriprise
10
Ameriprise
Minnesota
$422M -$32.1M -512,353 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$419M -$61.8M -986,504 -13%
Wells Fargo
12
Wells Fargo
California
$381M -$2.29M -36,588 -0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$380M +$13.8M +219,938 +4%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$357M +$101M +1,612,709 +38%
BlackRock
15
BlackRock
New York
$334M +$595K +9,493 +0.2%
UBS Group
16
UBS Group
Switzerland
$288M -$5.89M -93,965 -2%
Goldman Sachs
17
Goldman Sachs
New York
$279M +$8.23M +131,364 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$222M -$15.4M -245,789 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$203M +$2.47M +39,431 +1%
JP Morgan Chase
20
JP Morgan Chase
New York
$200M -$9.13M -145,627 -4%
Truist Financial
21
Truist Financial
North Carolina
$186M -$8.52M -135,923 -4%
Mariner
22
Mariner
Kansas
$178M -$10.1M -161,872 -5%
Stifel Financial
23
Stifel Financial
Missouri
$143M +$4.33M +69,066 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$128M +$2.28M +36,427 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$126M +$2.06M +32,886 +2%

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.