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iShares Core Dividend Growth ETF
DGRO

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: 1,042 → 1,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114 → 122 (+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

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$451M
2
LPL Financial
LPL Financial
California
+$87.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$71.4M
4
Wells Fargo
Wells Fargo
California
+$58.8M
5
Mariner
Mariner
Kansas
+$56.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$245M
2
HI
Horizon Investments
North Carolina
-$172M
3
KAS
Kestra Advisory Services
Texas
-$74.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$55.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAMG
351
Milestone Asset Management Group
Connecticut
$2.98M +$3.06M +48,528 New
HR
352
Howe & Rusling
New York
$2.96M -$226K -3,587 -7%
SIC
353
Samalin Investment Counsel
New York
$2.95M +$193K +3,056 +7%
FHA
354
Flagship Harbor Advisors
Massachusetts
$2.94M +$13.6K +215 +0.5%
LFAS
355
Level Four Advisory Services
Texas
$2.9M -$1.74M -27,522 -37%
RSS
356
Rosenblum Silverman Sutton
California
$2.9M -$15.5K -245 -0.5%
D.E. Shaw & Co
357
D.E. Shaw & Co
New York
$2.89M +$2.97M +47,123 New
RA
358
RFG Advisory
Alabama
$2.87M +$88.9K +1,409 +3%
HIA
359
Harbor Investment Advisory
Maryland
$2.86M +$114K +1,811 +4%
Brown Advisory
360
Brown Advisory
Maryland
$2.85M -$131K -2,082 -4%
IFG
361
Independent Financial Group
California
$2.83M +$19.1K +302 +0.7%
GFG
362
Goldstone Financial Group
Illinois
$2.83M +$219K +3,476 +8%
BEI
363
Benjamin Edwards Inc
Missouri
$2.78M +$267K +4,227 +10%
OAM
364
Oak Asset Management
California
$2.74M +$7.89K +125 +0.3%
BF
365
Bonfire Financial
Colorado
$2.72M +$2.8M +44,311 New
SF
366
Synovus Financial
Georgia
$2.68M -$242K -3,831 -8%
MCC
367
Money Concepts Capital
Florida
$2.67M +$2.13M +33,799 +347%
HAS
368
HBW Advisory Services
California
$2.65M -$39.7K -629 -1%
FWA
369
FSC Wealth Advisors
New York
$2.65M – – –
SPC
370
Spirepoint Private Client
Florida
$2.63M +$165K +2,612 +6%
CFGA
371
Cambridge Financial Group (Arizona)
Arizona
$2.63M -$51.7K -820 -2%
HBW
372
Hazlett, Burt & Watson
West Virginia
$2.62M -$43.8K -694 -2%
MWS
373
MFA Wealth Services
California
$2.62M +$2.69M +42,657 New
EWM
374
EPG Wealth Management
Georgia
$2.57M +$44.2K +700 +2%
EWM
375
Echo Wealth Management
Minnesota
$2.56M +$631 +10 +0%
13 14
15
16 17

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.