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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
VCM
401
Virtue Capital Management
Tennessee
$1.39M -$393 -8 -0%
EWM
402
Endowment Wealth Management
Wisconsin
$1.38M +$56.2K +1,145 +4%
CPIG
403
Chicago Partners Investment Group
Illinois
$1.38M +$8.2K +167 +0.6%
CW
404
CreativeOne Wealth
Kansas
$1.37M +$84.1K +1,713 +7%
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$1.37M -$14.7K -300 -1%
EWA
406
EP Wealth Advisors
California
$1.37M -$105K -2,131 -7%
EPA
407
Element Pointe Advisors
Florida
$1.36M +$1.02M +20,700 +323%
RFN
408
Redwood Financial Network
Ohio
$1.34M +$82.9K +1,689 +7%
FHC
409
First Heartland Consultants
Missouri
$1.31M -$126K -2,568 -9%
AFP
410
Ausdal Financial Partners
Iowa
$1.31M -$2.42M -49,311 -65%
UWM
411
USAdvisors Wealth Management
Minnesota
$1.3M +$1.82K +37 +0.1%
AF
412
Allworth Financial
California
$1.3M +$36.3K +739 +3%
AL
413
Aspiriant LLC
California
$1.28M -$352K -7,163 -22%
RG
414
Retirement Group
California
$1.28M +$259K +5,276 +26%
APW
415
Aurora Private Wealth
New Jersey
$1.27M +$13.7K +279 +1%
RIG
416
RiverFront Investment Group
Virginia
$1.27M -$229K -4,674 -1%
APA
417
Astoria Portfolio Advisors
New York
$1.26M +$11.8K +241 +1%
MFG
418
Magnus Financial Group
New York
$1.25M +$96.6K +1,967 +9%
TC
419
Titleist Capital
Texas
$1.23M -$94.7K -1,929 -7%
FCA
420
FinTrust Capital Advisors
South Carolina
$1.21M +$714K +14,553 +151%
FLA
421
Financial Life Advisors
Texas
$1.2M +$422K +8,591 +55%
Renaissance Technologies
422
Renaissance Technologies
New York
$1.2M +$515K +10,500 +78%
BIP
423
Bouvel Investment Partners
Pennsylvania
$1.18M -$83.5K -1,701 -7%
RBFC
424
Roman Butler Fullerton & Co
Missouri
$1.18M -$18.7K -381 -2%
GLA
425
Good Life Advisors
Pennsylvania
$1.18M +$66K +1,345 +6%

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.