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iShares Core Dividend Growth ETF

1,122 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 451 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 58

43% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.07M

25% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 361

8% more funds holding

Funds holding: 1,0421,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114122 (+8)

6% more capital invested

Capital invested by funds: $16.9B → $17.8B (+$938M)

0.11% more ownership

Funds ownership: 55.74%55.84% (+0.11%)

Holders
1,122
Holders Change
+80
Holders Change %
+7.68%
% of All Funds
14.78%
Holding in Top 10
122
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.02%
% of All Funds
1.61%
New
164
Increased
451
Reduced
361
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$6.11M +$6.29M +99,687 New
GEA
252
Glen Eagle Advisors
New Jersey
$6.07M +$257K +4,070 +4%
SC
253
Stephens Consulting
Michigan
$6.06M +$980K +15,537 +19%
SI
254
Stephens Inc
Arkansas
$6.06M +$320K +5,074 +5%
MFG
255
Merit Financial Group
Georgia
$6.04M -$1.04M -16,443 -14%
CBT
256
Crews Bank & Trust
Florida
$5.93M +$6.1M +96,741 New
WS
257
Wela Strategies
Georgia
$5.88M +$45.4K +719 +0.8%
ACA
258
Aptus Capital Advisors
Alabama
$5.83M +$4.8M +76,059 +399%
UCFA
259
United Capital Financial Advisors
Texas
$5.8M -$33.2K -527 -0.6%
TCM
260
Towercrest Capital Management
Pennsylvania
$5.79M +$14.1K +223 +0.2%
FWA
261
Flagship Wealth Advisors
Massachusetts
$5.74M +$5.91M +93,641 New
QCIG
262
Quad-Cities Investment Group
Iowa
$5.74M +$68.5K +1,085 +1%
HSWM
263
Hubbell Strickland Wealth Management
Louisiana
$5.73M +$85.7K +1,358 +1%
GAM
264
Gotham Asset Management
New York
$5.71M +$1.14M +18,113 +24%
CAG
265
Csenge Advisory Group
Florida
$5.67M +$79.2K +1,255 +1%
IIC
266
Integrated Investment Consultants
Michigan
$5.66M -$100K -1,586 -2%
VA
267
Valmark Advisers
Ohio
$5.66M +$577K +9,147 +11%
SWM
268
Scissortail Wealth Management
Oklahoma
$5.64M +$5.8M +92,003 New
PFA
269
Professional Financial Advisors
Nebraska
$5.64M +$2.27K +36 +0%
JWWM
270
Johnson & White Wealth Management
Pennsylvania
$5.51M +$175K +2,777 +3%
US Bancorp
271
US Bancorp
Minnesota
$5.47M -$88.6K -1,404 -2%
NW
272
NewEdge Wealth
Pennsylvania
$5.47M -$36.1K -572 -0.6%
PCM
273
Parsons Capital Management
Rhode Island
$5.46M -$73.8K -1,169 -1%
SMC
274
Smith, Moore & Co
Missouri
$5.44M +$137K +2,179 +3%
AF
275
AtlasMark Financial
Texas
$5.25M -$20.4K -323 -0.4%

DGRO Hedge Fund Activity: Q4 2024 in Review

1,122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2024, worth a combined $17.8B — up 5.6% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new DGRO positions and 58 closed out — a net gain of 106 holders — while 451 added to existing stakes and 361 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $451M. The largest seller was BlackRock, cutting an estimated $245M.

  • 1,122 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2024, up from 1,042 in Q3 2024.
  • Funds reported $17.8B of iShares Core Dividend Growth ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
  • 164 funds opened new iShares Core Dividend Growth ETF positions in Q4 2024 and 58 closed out, a net change of +106 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $451M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2024 was BlackRock, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2024.