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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
HBW
351
Hazlett, Burt & Watson
West Virginia
$1.91M +$346K +7,058 +23%
BFS
352
Bard Financial Services
Connecticut
$1.9M
DIA
353
Davidson Investment Advisors
Montana
$1.9M +$141K +2,875 +8%
EDRIA
354
Edmonds Duncan Registered Investment Advisors
Kansas
$1.87M -$48.8K -995 -3%
RF
355
Resolute Financial
Massachusetts
$1.86M +$118K +2,394 +7%
MMPW
356
Mitchell McLeod Pugh & Williams
Alabama
$1.83M +$1.79M +36,521 New
CFD
357
Creative Financial Designs
Indiana
$1.81M +$44.5K +906 +3%
BCI
358
Brinker Capital Investments
Pennsylvania
$1.8M +$48.1K +979 +3%
GCM
359
Gallacher Capital Management
Colorado
$1.79M +$1.75M +35,726 New
TWA
360
Talisman Wealth Advisors
New Jersey
$1.78M +$1.75M +35,665 New
SEP
361
Southland Equity Partners
Missouri
$1.78M -$3.29K -67 -0.2%
ICM
362
Islay Capital Management
Texas
$1.75M -$7.36K -150 -0.4%
Cerity Partners
363
Cerity Partners
New York
$1.74M +$1.71M +34,785 New
MSA
364
Marino Stram & Associates
Massachusetts
$1.73M -$92.6K -1,886 -5%
WIP
365
WealthCare Investment Partners
Rhode Island
$1.68M -$59.1K -1,204 -3%
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$434K +8,832 +37%
HIS
367
Horizon Investment Services
Indiana
$1.63M -$27.6K -563 -2%
EWA
368
EverSource Wealth Advisors
Alabama
$1.62M +$1.59M +32,350 New
SFO
369
Stokes Family Office
Louisiana
$1.61M +$963K +19,625 +156%
PIMG
370
Patriot Investment Management Group
Tennessee
$1.61M -$32.8K -668 -2%
EDRH
371
Edmond de Rothschild Holding
Switzerland
$1.61M +$1.53M +31,148 +3,211%
SC
372
Scotia Capital
Ontario, Canada
$1.61M -$404K -8,232 -20%
MCA
373
MSH Capital Advisors
Arizona
$1.6M +$288K +5,869 +22%
CWP
374
Curated Wealth Partners
California
$1.6M
HR
375
Howe & Rusling
New York
$1.57M -$215K -4,376 -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.