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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
Morgan Stanley
1
Morgan Stanley
New York
$1.3B +$16.6M +251,100 +1%
Bank of America
2
Bank of America
North Carolina
$1.27B +$12.9M +195,211 +1%
LPL Financial
3
LPL Financial
California
$1.24B +$37M +559,988 +3%
Wealthfront Advisers
4
Wealthfront Advisers
California
$906M +$386K +5,842 +0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$719M -$197M -2,975,979 -22%
Raymond James Financial
6
Raymond James Financial
Florida
$713M +$30.2M +457,568 +5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$583M +$80.1M +1,211,980 +16%
CIA
8
Capital Investment Advisors
Georgia
$553M +$10.8M +163,167 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$517M -$7.98M -120,712 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$514M -$23.4M -353,780 -4%
Ameriprise
11
Ameriprise
Minnesota
$496M -$40.9M -618,834 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$447M +$9.21M +139,348 +2%
Wells Fargo
13
Wells Fargo
California
$435M +$5.3M +80,268 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$357M -$4.47M -67,629 -1%
Goldman Sachs
15
Goldman Sachs
New York
$341M +$25.9M +392,050 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$338M +$44.5M +673,706 +16%
UBS Group
17
UBS Group
Switzerland
$322M -$2.62M -39,648 -0.8%
MML Investors Services
18
MML Investors Services
Massachusetts
$255M -$52.3M -791,100 -17%
JP Morgan Chase
19
JP Morgan Chase
New York
$226M -$13.9M -210,717 -6%
VIA
20
Vantagepoint Investment Advisers
District of Columbia
$222M +$215M +3,259,156 New
Truist Financial
21
Truist Financial
North Carolina
$206M +$1.99M +30,141 +1%
Mariner
22
Mariner
Kansas
$180M -$11.4M -173,242 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$176M +$21.4M +324,533 +14%
Stifel Financial
24
Stifel Financial
Missouri
$174M +$5.97M +90,317 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$157M -$945K -14,305 -0.6%

DGRO Hedge Fund Activity: Q3 2025 in Review

1,179 of the 7,619 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.