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iShares Core Dividend Growth ETF

1,338 hedge funds and large institutions have $24B invested in iShares Core Dividend Growth ETF in 2026 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 602 increasing their positions, 396 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $144M | Put options by funds: $23.9M

69% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 65

52% more repeat investments, than reductions

Existing positions increased: 602 | Existing positions reduced: 396

11% more capital invested

Capital invested by funds: $21.6B → $24B (+$2.4B)

2% more funds holding

Funds holding: 1,3181,338 (+20)

0.61% more ownership

Funds ownership: 57.69%58.3% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 127127 (0)

Holders
1,338
Holders Change
+20
Holders Change %
+1.52%
% of All Funds
16.16%
Holding in Top 10
127
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.53%
New
110
Increased
602
Reduced
396
Closed
65
Calls
$144M
Puts
$23.9M
Net Calls
+$120M
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.61B +$77.9M +1,056,272 +5%
Morgan Stanley
2
Morgan Stanley
New York
$1.53B +$59M +800,081 +4%
Bank of America
3
Bank of America
North Carolina
$1.46B -$10.5M -142,054 -0.7%
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.34B +$23.2M +313,914 +2%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.09B +$173M +2,347,383 +19%
Raymond James Financial
6
Raymond James Financial
Florida
$846M +$21.6M +293,362 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$841M +$34.9M +472,809 +4%
CIA
8
Capital Investment Advisors
Georgia
$644M +$4.85M +65,754 +0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$619M -$4.6M -62,401 -0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$548M +$768K +10,411 +0.1%
Ameriprise
11
Ameriprise
Minnesota
$519M -$1.23M -16,699 -0.2%
Wells Fargo
12
Wells Fargo
California
$518M +$13.1M +178,079 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$444M -$33.4M -453,221 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$402M +$11.6M +156,880 +3%
Goldman Sachs
15
Goldman Sachs
New York
$378M +$15.9M +215,441 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$377M +$15.8M +214,645 +5%
UBS Group
17
UBS Group
Switzerland
$347M -$6.02M -81,632 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$346M -$53.9M -730,922 -14%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$265M +$13.1M +177,627 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$255M +$17.8M +241,564 +8%
VIA
21
Vantagepoint Investment Advisers
District of Columbia
$236M
Truist Financial
22
Truist Financial
North Carolina
$224M +$1.6M +21,699 +0.7%
Stifel Financial
23
Stifel Financial
Missouri
$217M +$7.05M +95,591 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$197M +$8.29M +112,356 +5%
Mariner
25
Mariner
Kansas
$192M -$14.1M -191,049 -7%

DGRO Hedge Fund Activity: Q2 2026 in Review

1,338 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2026, worth a combined $24B — up 11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DGRO positions and 65 closed out — a net gain of 45 holders — while 602 added to existing stakes and 396 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $173M. The largest seller was Horizon Investments, cutting an estimated $60.1M.

  • 1,338 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2026, up from 1,318 in Q1 2026.
  • Funds reported $24B of iShares Core Dividend Growth ETF stock for Q2 2026, up 11% quarter-over-quarter.
  • 110 funds opened new iShares Core Dividend Growth ETF positions in Q2 2026 and 65 closed out, a net change of +45 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $173M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2026 was Horizon Investments, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2026.