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iShares Core Dividend Growth ETF

875 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 370 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,908% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $315K

188% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 48

48% more capital invested

Capital invested by funds: $11.8B → $17.5B (+$5.68B)

41% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 262

19% more funds holding in top 10

Funds holding in top 10: 107127 (+20)

9% more funds holding

Funds holding: 801875 (+74)

0.63% more ownership

Funds ownership: 56.05%56.68% (+0.63%)

Holders
875
Holders Change
+74
Holders Change %
+9.24%
% of All Funds
14.07%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
2.04%
New
138
Increased
370
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
DL
251
DOHJ LLC
Washington
$4.1M -$211K -4,293 -5%
MFG
252
Merit Financial Group
Georgia
$4.07M +$25K +510 +0.6%
FNC
253
First National Corp
Massachusetts
$4.04M +$444K +9,052 +13%
FAIM
254
Financial Advocates Investment Management
Washington
$3.98M +$888K +18,089 +29%
RTL
255
Red Tortoise LLC
Georgia
$3.97M +$3.89M +79,322 New
HSWM
256
Hubbell Strickland Wealth Management
Louisiana
$3.94M +$345K +7,021 +10%
GRP
257
Global Retirement Partners
California
$3.93M +$239K +4,862 +7%
QCIG
258
Quad-Cities Investment Group
Iowa
$3.9M +$123K +2,499 +3%
MYIA
259
Mount Yale Investment Advisors
Colorado
$3.86M +$3.79M +77,195 New
HI
260
Harbour Investments
Wisconsin
$3.78M -$1.61M -32,762 -30%
LFAS
261
Level Four Advisory Services
Texas
$3.75M +$191K +3,885 +5%
GC
262
Grimes & Company
Massachusetts
$3.74M +$3.31M +67,375 +901%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.73M +$154K +3,139 +4%
SFPG
264
Stonebridge Financial Planning Group
Florida
$3.68M -$56.1K -1,143 -2%
HAG
265
HF Advisory Group
Maryland
$3.67M +$3.61M +73,446 New
EWM
266
Echo Wealth Management
Minnesota
$3.66M -$1.72M -35,046 -33%
AI
267
Atria Investments
North Carolina
$3.65M -$41K -836 -1%
Prudential Financial
268
Prudential Financial
New Jersey
$3.61M +$433K +8,831 +14%
FLI
269
Family Legacy Inc
South Carolina
$3.59M -$249K -5,071 -7%
IFG
270
Independent Financial Group
California
$3.59M +$29.6K +602 +0.8%
CWM
271
Cedar Wealth Management
California
$3.56M -$690K -14,056 -16%
BCM
272
Brookstone Capital Management
Illinois
$3.56M -$445K -9,068 -11%
TP
273
Tranquility Partners
Tennessee
$3.55M +$1.08K +22 +0%
CFGS
274
Concourse Financial Group Securities
Alabama
$3.52M +$144K +2,924 +4%
VA
275
Valmark Advisers
Ohio
$3.51M -$413K -8,408 -11%

DGRO Hedge Fund Activity: Q4 2022 in Review

875 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2022, worth a combined $17.5B — up 48% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DGRO positions and 48 closed out — a net gain of 90 holders — while 370 added to existing stakes and 262 trimmed.

The largest buyer was Ameriprise, adding an estimated $92.2M. The largest seller was First Command Advisory Services, cutting an estimated $444M.

  • 875 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2022, up from 801 in Q3 2022.
  • Funds reported $17.5B of iShares Core Dividend Growth ETF stock for Q4 2022, up 48% quarter-over-quarter.
  • 138 funds opened new iShares Core Dividend Growth ETF positions in Q4 2022 and 48 closed out, a net change of +90 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $92.2M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2022 was First Command Advisory Services, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2022.