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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
LGWM
276
Litman Gregory Wealth Management
California
$3.51M +$987K +20,114 +40%
US Bancorp
277
US Bancorp
Minnesota
$3.47M +$46.2K +941 +1%
TF
278
Theory Financial
Colorado
$3.45M +$3.38M +68,935 New
LWA
279
LWS Wealth Advisors
New Jersey
$3.44M -$106K -2,159 -3%
KDA
280
Kraft Davis & Associates
Missouri
$3.42M +$3.27M +66,581 New
SI
281
Stephens Inc
Arkansas
$3.38M -$916K -18,667 -22%
GEA
282
Glen Eagle Advisors
New Jersey
$3.38M -$25.8K -526 -0.8%
CFP
283
Cypress Financial Planning
New Jersey
$3.33M +$65.7K +1,339 +2%
CPIA
284
Cornell Pochily Investment Advisors
New York
$3.32M +$84.6K +1,723 +3%
AAS
285
Ameritas Advisory Services
Nebraska
$3.3M +$1.28M +26,095 +65%
PA
286
PFG Advisors
Arizona
$3.29M -$345K -7,037 -10%
EWA
287
Exencial Wealth Advisors
Oklahoma
$3.28M -$286K -5,834 -8%
CGFA
288
Colton Groome Financial Advisors
North Carolina
$3.25M +$421K +8,578 +15%
FFS
289
Founders Financial Securities
Maryland
$3.23M -$16.8K -342 -0.5%
GPA
290
Guidance Point Advisors
Massachusetts
$3.22M +$117K +2,382 +4%
LSAG
291
Lake Street Advisors Group
New Hampshire
$3.22M +$491 +10 +0%
PA
292
Pinnacle Associates
New York
$3.21M +$253K +5,150 +9%
CWM
293
Castle Wealth Management
Florida
$3.21M +$241K +4,900 +8%
SMC
294
Smith, Moore & Co
Missouri
$3.16M -$359K -7,320 -10%
CA
295
Crewe Advisors
Utah
$3.11M +$483K +9,835 +19%
ASFA
296
All Season Financial Advisors
Colorado
$3.1M -$92.9K -1,893 -3%
TCM
297
TD Capital Management
Tennessee
$3.03M +$136K +2,769 +5%
LAM
298
Lifestyle Asset Management
Texas
$3.03M +$2.98M +60,659 New
WWM
299
Western Wealth Management
Colorado
$3.03M -$6.56M -133,616 -69%
Lazard Asset Management
300
Lazard Asset Management
New York
$3.01M +$1.82K +37 +0.1%

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.