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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
SCP
326
Syntal Capital Partners
Texas
$2.37M -$98 -2 -0%
NW
327
NewEdge Wealth
Pennsylvania
$2.28M +$393 +8 +0%
CIAS
328
CFS Investment Advisory Services
New Jersey
$2.28M -$100M -2,044,488 -98%
IA
329
IFP Advisors
Florida
$2.26M +$130K +2,644 +4%
RPGK
330
Retirement Planning Group (Kansas)
Kansas
$2.26M -$70.4K -1,434 -3%
LDFR
331
Lehman & Derafelo Financial Resources
Pennsylvania
$2.2M +$2.16M +44,066 New
LA
332
LexAurum Advisors
Kansas
$2.18M +$14.1K +287 +0.7%
CS
333
Comerica Securities
Michigan
$2.17M -$84.6K -1,724 -4%
FHA
334
Flagship Harbor Advisors
Massachusetts
$2.16M -$394K -8,034 -16%
IWM
335
IHT Wealth Management
Illinois
$2.15M -$121K -2,466 -5%
FG
336
Fiduciary Group
Georgia
$2.14M -$57.1K -1,164 -3%
MFA
337
Millington Financial Advisors
Illinois
$2.14M +$2.1M +42,800 New
SG
338
StoneX Group
New York
$2.11M +$133K +2,718 +7%
MCC
339
Money Concepts Capital
Florida
$2.11M -$2.32M -47,293 -53%
KIA
340
KCM Investment Advisors
California
$2.1M -$30.2K -615 -1%
WANY
341
Wealthspire Advisors (New York)
New York
$2.1M -$51.6K -1,052 -2%
HTC
342
Haverford Trust Company
Pennsylvania
$1.99M +$127K +2,590 +7%
SF
343
Synovus Financial
Georgia
$1.99M +$13.3K +270 +0.7%
UCFA
344
United Capital Financial Advisors
Texas
$1.99M +$235K +4,796 +14%
MCM
345
MAI Capital Management
Ohio
$1.98M +$22.4K +456 +1%
SS
346
Sound Stewardship
Kansas
$1.98M +$1.95M +39,684 New
OAM
347
Oak Asset Management
California
$1.97M -$19.9K -405 -1%
Brown Advisory
348
Brown Advisory
Maryland
$1.95M -$41.1K -837 -2%
CAC
349
Certified Advisory Corp
Florida
$1.95M +$72.3K +1,472 +4%
OPS
350
Orion Portfolio Solutions
Nebraska
$1.95M +$54K +1,100 +3%

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.