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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
BFA
301
Beacon Financial Advisory
Ohio
$3.01M +$43.4K +885 +1%
CA
302
Continuum Advisory
Idaho
$2.95M +$2.9M +59,035 New
TCM
303
Towercrest Capital Management
Pennsylvania
$2.91M +$41K +836 +1%
WIA
304
World Investment Advisors
California
$2.89M -$71.7K -1,461 -2%
William Blair & Company
305
William Blair & Company
Illinois
$2.85M +$1.49M +30,325 +114%
MWPCG
306
Measured Wealth Private Client Group
New Hampshire
$2.79M
CG
307
Colony Group
Massachusetts
$2.77M -$228K -4,648 -8%
RSWM
308
Robertson Stephens Wealth Management
California
$2.76M +$46K +937 +2%
RSS
309
Rosenblum Silverman Sutton
California
$2.74M -$100K -2,045 -4%
KBFS
310
Kohmann Bosshard Financial Services
Ohio
$2.68M +$180K +3,661 +7%
BG
311
Benedetti & Gucer
Georgia
$2.67M -$60.3K -1,228 -2%
BCA
312
Bay Colony Advisors
Massachusetts
$2.65M -$63K -1,284 -2%
T
313
TCWP
Ohio
$2.64M -$127K -2,597 -5%
PIA
314
Perennial Investment Advisors
California
$2.63M -$19.6K -399 -0.8%
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$2.57M +$77.8K +1,584 +3%
WCG
316
Weaver Consulting Group
California
$2.56M -$18.8K -382 -0.7%
SIC
317
Sterling Investment Counsel
New York
$2.55M +$110K +2,237 +5%
BC
318
Brio Consultants
California
$2.53M +$73K +1,488 +3%
EWM
319
EPG Wealth Management
Georgia
$2.52M +$110K +2,239 +5%
RJT
320
Raymond James Trust
Florida
$2.5M +$221K +4,506 +10%
FI
321
Financial Insights
Washington
$2.49M -$25.7K -524 -1%
KFGK
322
Keystone Financial Group (Kentucky)
Kentucky
$2.49M +$128K +2,614 +6%
LWM
323
Lionsbridge Wealth Management
Florida
$2.44M +$2.39M +48,754 New
FF
324
Fluent Financial
Texas
$2.4M +$2.36M +48,033 New
RA
325
RFG Advisory
Alabama
$2.38M +$241K +4,908 +12%

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.