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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
SWM
376
Spire Wealth Management
Virginia
$1.56M +$109K +2,222 +8%
FP
377
Financial Perspectives
Minnesota
$1.56M +$627K +12,763 +69%
KMWM
378
Keudell/Morrison Wealth Management
Oregon
$1.55M +$982 +20 +0.1%
Natixis Advisors
379
Natixis Advisors
Massachusetts
$1.55M +$1.02M +20,735 +200%
CAM
380
Cresset Asset Management
Illinois
$1.55M +$686K +13,969 +30%
FB
381
First Bancorp
Maine
$1.55M +$26.7K +544 +2%
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$1.55M -$1.27M -25,967 -46%
EP
383
Eudaimonia Partners
Tennessee
$1.53M -$14.3K -292 -0.9%
NCM
384
New Capital Management
Texas
$1.51M
NFG
385
Northeast Financial Group
Pennsylvania
$1.5M +$1.47M +29,937 New
BFEC
386
Benjamin F. Edwards & Company
Missouri
$1.5M +$65.3K +1,330 +5%
GVAG
387
Great Valley Advisor Group
Delaware
$1.49M +$15.7K +319 +1%
DFG
388
Demars Financial Group
Washington
$1.48M -$3.69M -75,134 -72%
IAG
389
Ipsen Advisor Group
Arkansas
$1.48M +$1.45M +29,513 New
IWA
390
Icon Wealth Advisors
Texas
$1.47M -$265K -5,403 -16%
CWM
391
Centurion Wealth Management
Virginia
$1.46M +$1.44M +29,262 New
WCFA
392
Walkner Condon Financial Advisors
Wisconsin
$1.46M +$61.4K +1,250 +4%
TVAMP
393
Tennessee Valley Asset Management Partners
Tennessee
$1.46M -$15.2K -310 -1%
TFA
394
Teamwork Financial Advisors
Texas
$1.45M +$561K +11,429 +65%
HAS
395
HBW Advisory Services
California
$1.44M +$114K +2,316 +9%
SWP
396
ShoreHaven Wealth Partners
New Jersey
$1.44M -$37.8K -770 -3%
SIC
397
Samalin Investment Counsel
New York
$1.42M -$5.01K -102 -0.4%
IF
398
Intrua Financial
Texas
$1.42M +$58.6K +1,193 +4%
KFA
399
Kapstone Financial Advisors
Ohio
$1.4M +$1.33M +27,050 New
GT
400
Glenmede Trust
Pennsylvania
$1.39M +$210K +4,281 +18%

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.