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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
Morgan Stanley
1
Morgan Stanley
New York
$1.2B +$14.5M +237,688 +1%
Bank of America
2
Bank of America
North Carolina
$1.18B +$25.2M +413,365 +2%
LPL Financial
3
LPL Financial
California
$1.13B +$116M +1,910,056 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$865M +$246M +4,028,341 +42%
Wealthfront Advisers
5
Wealthfront Advisers
California
$850M -$219M -3,585,989 -21%
Raymond James Financial
6
Raymond James Financial
Florida
$640M -$13.5M -220,766 -2%
CIA
7
Capital Investment Advisors
Georgia
$509M +$15.7M +257,838 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$506M -$5.29M -86,817 -1%
Ameriprise
9
Ameriprise
Minnesota
$505M +$65.9M +1,080,418 +16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$494M -$1.61M -26,379 -0.3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$470M +$94.9M +1,556,519 +27%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$411M +$16.1M +264,094 +4%
Wells Fargo
13
Wells Fargo
California
$403M +$8.67M +142,196 +2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$340M -$89.8M -1,472,073 -22%
UBS Group
15
UBS Group
Switzerland
$305M +$6.32M +103,606 +2%
Goldman Sachs
16
Goldman Sachs
New York
$295M +$5.47M +89,690 +2%
MML Investors Services
17
MML Investors Services
Massachusetts
$290M +$57M +934,207 +26%
HighTower Advisors
18
HighTower Advisors
Illinois
$274M +$61.3M +1,004,816 +31%
JP Morgan Chase
19
JP Morgan Chase
New York
$226M +$18.1M +297,416 +9%
Truist Financial
20
Truist Financial
North Carolina
$192M -$647K -10,609 -0.4%
Mariner
21
Mariner
Kansas
$180M -$4.4M -72,091 -2%
BlackRock
22
BlackRock
New York
$176M -$162M -2,656,299 -49%
Stifel Financial
23
Stifel Financial
Missouri
$157M +$8.68M +142,366 +6%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$148M +$14.4M +236,917 +11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$144M +$13.7M +224,242 +11%

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.