We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF
DGRO

986 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 370 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $7.13M

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

2% more funds holding

Funds holding: 964 → 986 (+22)

1% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 370

1% more funds holding in top 10

Funds holding in top 10: 116 → 117 (+1)

0% less capital invested

Capital invested by funds: $15B → $15B (-$31.5M)

4.28% less ownership

Funds ownership: 59.58% → 55.31% (-4.3%)

Holders
986
Holders Change
+22
Holders Change %
+2.28%
% of All Funds
14.2%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.69%
New
95
Increased
374
Reduced
370
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$131M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$81.3M
3
LPL Financial
LPL Financial
California
+$41.5M
4
HI
Horizon Investments
North Carolina
+$33.1M
5
SPC
Sigma Planning Corp
Michigan
+$26.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.12B
2
Ameriprise
Ameriprise
Minnesota
-$122M
3
NA
NewEdge Advisors
Louisiana
-$62.5M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56M
5
GC
Gratus Capital
Georgia
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
351
Creative Financial Designs
Indiana
$2.35M -$219K -3,937 -9%
WA
352
WBH Advisory
Maryland
$2.35M -$71.2K -1,283 -3%
PCIA
353
Prime Capital Investment Advisors
Kansas
$2.35M -$195K -3,521 -8%
WWM
354
Western Wealth Management
Colorado
$2.33M +$94.5K +1,703 +4%
WA
355
Westfuller Advisors
New York
$2.3M +$2.19M +39,535 New
SIC
356
Sterling Investment Counsel
New York
$2.29M -$9.05K -163 -0.4%
3F
357
360 Financial
Minnesota
$2.26M -$64.5K -1,162 -3%
MMPW
358
Mitchell McLeod Pugh & Williams
Alabama
$2.19M – – –
SPC
359
Spirepoint Private Client
Florida
$2.18M +$2.08M +37,497 New
GCM
360
Gallacher Capital Management
Colorado
$2.17M +$303K +5,456 +17%
EDRIA
361
Edmonds Duncan Registered Investment Advisors
Kansas
$2.16M -$40.1K -722 -2%
ICM
362
Islay Capital Management
Texas
$2.16M +$120K +2,161 +6%
VCA
363
Verdence Capital Advisors
Maryland
$2.14M +$112K +2,012 +6%
GF
364
Gries Financial
Ohio
$2.14M +$2.04M +36,802 New
BFEC
365
Benjamin F. Edwards & Company
Missouri
$2.13M +$309K +5,568 +18%
Cerity Partners
366
Cerity Partners
New York
$2.13M -$1.11M -19,991 -35%
GWM
367
Geneos Wealth Management
Colorado
$2.11M +$4.83K +87 +0.2%
KA
368
Kovack Advisors
Florida
$2.06M +$9.11K +164 +0.5%
FG
369
Fiduciary Group
Georgia
$2.06M -$154K -2,782 -7%
SEP
370
Southland Equity Partners
Missouri
$2.04M +$8.55K +154 +0.4%
CRC
371
Curi RMB Capital
Illinois
$2.01M +$723K +13,014 +60%
CPBTD
372
Central Pacific Bank - Trust Division
Hawaii
$2M +$1.93M +34,696 New
GA
373
GSG Advisors
New Jersey
$2M -$5.22K -94 -0.3%
B
374
Bailard
California
$1.99M -$58K -1,044 -3%
NAM
375
Nissay Asset Management
Japan
$1.98M – – –
13 14
15
16 17

DGRO Hedge Fund Activity: Q1 2024 in Review

986 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2024, worth a combined $15B — down 0.21% from $15B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DGRO positions and 62 closed out — a net gain of 33 holders — while 374 added to existing stakes and 370 trimmed.

The largest buyer was BlackRock, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $1.12B.

  • 986 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2024, up from 964 in Q4 2023.
  • Funds reported $15B of iShares Core Dividend Growth ETF stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 95 funds opened new iShares Core Dividend Growth ETF positions in Q1 2024 and 62 closed out, a net change of +33 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2024 was BlackRock, an estimated $131M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.