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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
IA
326
IFP Advisors
Florida
$3.5M +$450K +7,129 +14%
GI
327
GAMMA Investing
California
$3.46M +$9.46K +150 +0.3%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$3.45M +$72.7K +1,152 +2%
PA
329
Prism Advisors
California
$3.39M -$1.63M -25,908 -32%
KFGK
330
Keystone Financial Group (Kentucky)
Kentucky
$3.38M +$37.6K +596 +1%
SWMG
331
Stillwater Wealth Management Group
Florida
$3.37M +$3.47M +54,943 New
WIA
332
World Investment Advisors
California
$3.35M +$1.11M +17,631 +48%
GLA
333
Good Life Advisors
Pennsylvania
$3.35M +$538K +8,529 +19%
FFA
334
First Foundation Advisors
California
$3.31M +$561K +8,885 +20%
USCWA
335
U.S. Capital Wealth Advisors
Texas
$3.31M +$1.1M +17,500 +48%
RWM
336
Riverbend Wealth Management
South Carolina
$3.29M +$3.38M +53,558 New
Jane Street
337
Jane Street
New York
$3.28M +$3.38M +53,529 New
TPWM
338
Twelve Points Wealth Management
Massachusetts
$3.24M -$87.9K -1,393 -3%
MWM
339
MBE Wealth Management
Wisconsin
$3.22M -$86.6K -1,373 -3%
LWA
340
Lantern Wealth Advisors
New York
$3.21M -$247K -3,913 -7%
GPA
341
Guidance Point Advisors
Massachusetts
$3.21M -$72.6K -1,151 -2%
FWM
342
Forza Wealth Management
Florida
$3.19M +$2.52K +40 +0.1%
FP
343
Financial Perspectives
Minnesota
$3.17M +$77.3K +1,226 +2%
MI
344
Moneywise Inc
Virginia
$3.13M +$492K +7,796 +18%
MWPCG
345
Measured Wealth Private Client Group
New Hampshire
$3.13M -$234K -3,711 -7%
IA
346
Intellus Advisors
Florida
$3.12M +$3.21M +50,843 New
RMC
347
Ring Mountain Capital
California
$3.11M +$3.2M +50,751 New
WCG
348
Weaver Consulting Group
California
$3.06M -$18.4K -292 -0.6%
SG
349
StoneX Group
New York
$3.06M +$3.15M +49,886 New
LBC
350
Leigh Baldwin & Co
New York
$3.02M +$3.11M +49,224 New

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.