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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
FI
401
Financial Insights
Washington
$2.18M -$150K -2,372 -6%
WA
402
Westfuller Advisors
New York
$2.17M -$261K -4,132 -10%
MFWM
403
Motley Fool Wealth Management
Virginia
$2.15M +$2.21M +35,055 New
O3W
404
Omni 360 Wealth
New Jersey
$2.15M +$267K +4,235 +14%
HAC
405
Harbor Advisory Corp
New Hampshire
$2.13M
B
406
Bailard
California
$2.11M -$46.2K -733 -2%
Corient Private Wealth
407
Corient Private Wealth
Florida
$2.1M -$9.49M -150,357 -81%
Neuberger Berman Group
408
Neuberger Berman Group
New York
$2.08M +$48.5K +768 +2%
TCM
409
TD Capital Management
Tennessee
$2.07M -$635K -10,060 -23%
SCA
410
Snowden Capital Advisors
New York
$2.07M +$445K +7,046 +26%
TVAMP
411
Tennessee Valley Asset Management Partners
Tennessee
$2.05M +$45.4K +719 +2%
EWM
412
Endowment Wealth Management
Wisconsin
$2.04M +$224K +3,556 +12%
CA
413
CoreCap Advisors
Michigan
$2.04M +$62.5K +991 +3%
BMCM
414
Bryn Mawr Capital Management
Pennsylvania
$2.03M +$199K +3,150 +10%
OCM
415
Objective Capital Management
Ohio
$2.03M +$122K +1,940 +6%
KWA
416
Kingswood Wealth Advisors
California
$2.03M -$960K -15,218 -32%
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$2.02M +$68.5K +1,085 +3%
Vanguard Group
418
Vanguard Group
Pennsylvania
$2.02M -$23.3K -369 -1%
CWP
419
Curated Wealth Partners
California
$2.01M +$57.8K +916 +3%
WANY
420
Wealthspire Advisors (New York)
New York
$2.01M +$30.7K +487 +2%
SWA
421
Sterling Wealth Advisors
Florida
$1.97M +$2.02M +32,097 New
SS
422
Sound Stewardship
Kansas
$1.96M -$105K -1,672 -5%
Pathstone Holdings
423
Pathstone Holdings
New Jersey
$1.95M -$1.2M -18,984 -37%
SC
424
Scotia Capital
Ontario, Canada
$1.95M +$7.25K +115 +0.4%
AA
425
Advisory Alpha
Michigan
$1.93M -$10.6K -168 -0.5%

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.