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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
VCWM
301
Vista Cima Wealth Management
Arizona
$4.26M +$4.38M +69,472 New
FLI
302
Family Legacy Inc
South Carolina
$4.25M -$26.7K -423 -0.6%
WA
303
WBH Advisory
Maryland
$4.11M -$1.01M -15,966 -19%
AAS
304
Ameritas Advisory Services
Nebraska
$4.1M +$2.22M +35,210 +111%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$4.07M -$74.6K -1,182 -2%
BWA
306
Beam Wealth Advisors
Louisiana
$4.07M -$289K -4,586 -6%
GWANC
307
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.02M +$4.13M +65,510 New
HA
308
Herold Advisors
New York
$3.99M -$227K -3,606 -5%
LA
309
LexAurum Advisors
Kansas
$3.97M -$105K -1,661 -3%
AIA
310
AssuredPartners Investment Advisors
Florida
$3.96M +$4.08M +64,624 New
IWM
311
IHT Wealth Management
Illinois
$3.93M -$877K -13,899 -18%
BBWP
312
Beacon Bridge Wealth Partners
Pennsylvania
$3.91M -$261K -4,139 -6%
FA
313
Fermata Advisors
California
$3.83M -$626K -9,928 -14%
MFGM
314
Marshall Financial Group (Maryland)
Maryland
$3.8M +$45.3K +718 +1%
William Blair & Company
315
William Blair & Company
Illinois
$3.8M -$69.8K -1,106 -2%
HI
316
Harbour Investments
Wisconsin
$3.8M +$270K +4,279 +7%
BPA
317
Beacon Pointe Advisors
California
$3.79M +$498K +7,889 +15%
AWM
318
AE Wealth Management
Kansas
$3.73M -$3.51M -55,561 -48%
HH
319
Hilltop Holdings
Texas
$3.73M -$1.93M -30,547 -33%
FAIM
320
Financial Advocates Investment Management
Washington
$3.72M +$48.4K +767 +1%
STA
321
Smith Thornton Advisors
Alabama
$3.66M -$47.7K -756 -1%
Allspring Global Investments
322
Allspring Global Investments
North Carolina
$3.57M +$3.66M +58,087 New
SFC
323
Strategic Financial Concepts
Texas
$3.56M +$2.26M +35,899 +162%
KBFS
324
Kohmann Bosshard Financial Services
Ohio
$3.56M
1WA
325
180 Wealth Advisors
Washington
$3.52M -$282K -4,467 -7%

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.