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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
KIA
376
KCM Investment Advisors
California
$2.55M +$68.1K +1,080 +3%
GC
377
Guidance Capital
Kentucky
$2.54M -$227K -3,602 -8%
WWM
378
Western Wealth Management
Colorado
$2.53M +$81.6K +1,294 +3%
MCC
379
Maiden Cove Capital
Maine
$2.51M +$47.3K +750 +2%
CFD
380
Creative Financial Designs
Indiana
$2.5M -$73.2K -1,161 -3%
VCA
381
Verdence Capital Advisors
Maryland
$2.49M +$62.8K +995 +3%
LWL
382
Leo Wealth LLC
Texas
$2.48M -$15K -237 -0.6%
WWA
383
WCG Wealth Advisors
Nevada
$2.46M -$168K -2,665 -6%
LFG
384
Larson Financial Group
Missouri
$2.46M +$135K +2,146 +6%
GA
385
GSG Advisors
New Jersey
$2.45M +$261K +4,144 +12%
Citadel Advisors
386
Citadel Advisors
Florida
$2.45M +$688K +10,904 +38%
TC
387
TownSquare Capital
Utah
$2.44M -$189K -3,000 -7%
GWM
388
Geneos Wealth Management
Colorado
$2.37M +$52K +824 +2%
IA
389
Insight Advisors
Pennsylvania
$2.32M -$49.4K -783 -2%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$2.3M +$296K +4,693 +14%
MMPW
391
Mitchell McLeod Pugh & Williams
Alabama
$2.3M -$9.9K -157 -0.4%
BC
392
Brio Consultants
California
$2.3M -$118K -1,873 -5%
CWM
393
Centricity Wealth Management
Ohio
$2.28M +$2.35M +37,172 New
I
394
INVST
Indiana
$2.26M -$227K -3,603 -9%
ICM
395
Islay Capital Management
Texas
$2.25M +$4.23K +67 +0.2%
Kovitz Investment Group Partners
396
Kovitz Investment Group Partners
Illinois
$2.25M +$1.23M +19,505 +114%
BFA
397
Beacon Financial Advisory
Ohio
$2.22M +$103K +1,630 +5%
CIA
398
Concurrent Investment Advisors
Florida
$2.2M +$384K +6,082 +20%
GCM
399
Gallacher Capital Management
Colorado
$2.19M -$95.6K -1,516 -4%
SEP
400
Southland Equity Partners
Missouri
$2.19M +$20.1K +318 +0.9%

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.