iShares Core Dividend Growth ETF
DGRO
987 hedge funds and large institutions have $15.2B invested in iShares Core Dividend Growth ETF in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 397 increasing their positions, 363 reducing their positions, and 57 closing their positions.
80% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $9.36M
25% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 57
9% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 363
1% more capital invested
Capital invested by funds: $15B → $15.2B (+$169M)
0.88% more ownership
Funds ownership: 55.31% → 56.19% (+0.88%)
0% more funds holding
Funds holding: 986 → 987 (+1)
4% less funds holding in top 10
Funds holding in top 10: 117 → 112 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$113M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$69.9M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$69.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$59.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$26.1M |
| 2 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
-$22.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$22M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$16.2M |
| 5 |
PA
Prism Advisors
Studio City,
California
|
-$14.9M |
DGRO Hedge Fund Activity: Q2 2024 in Review
987 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2024, worth a combined $15.2B — up 1.1% from $15B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new DGRO positions and 57 closed out — a net gain of 14 holders — while 397 added to existing stakes and 363 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $113M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $26.1M sold.
- 987 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2024, up from 986 in Q1 2024.
- Funds reported $15.2B of iShares Core Dividend Growth ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
- 71 funds opened new iShares Core Dividend Growth ETF positions in Q2 2024 and 57 closed out, a net change of +14 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2024 was Wealthfront Advisers, an estimated $113M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2024 was Lincoln National Corp, an estimated $26.1M sold.
Based on aggregated 13F filings for Q2 2024.