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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
JC
426
JB Capital
Connecticut
$1.17M +$79.4K +1,618 +7%
LI
427
LMCG Investments
Massachusetts
$1.14M +$49.2K +1,003 +5%
SAG
428
SageView Advisory Group
California
$1.14M +$1.11M +22,706 New
AMR
429
Asset Management Resources
Massachusetts
$1.13M +$32.1K +653 +3%
GWM
430
Geneos Wealth Management
Colorado
$1.13M +$235K +4,792 +27%
CA
431
CSM Advisors
Pennsylvania
$1.13M
NRA
432
NSI Retail Advisors
Pennsylvania
$1.13M
MSWMA
433
Market Street Wealth Management Advisors
Indiana
$1.13M -$716K -14,589 -39%
Financial Engines Advisors
434
Financial Engines Advisors
California
$1.12M +$48.3K +983 +5%
JIC
435
Joel Isaacson & Co
New York
$1.12M +$723K +14,723 +192%
OCM
436
Objective Capital Management
Ohio
$1.11M +$123K +2,505 +13%
EA
437
Eudaimonia Advisors
Tennessee
$1.1M -$112K -2,288 -9%
MFA
438
Mayflower Financial Advisors
Massachusetts
$1.08M +$95.2K +1,939 +10%
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$1.07M +$375K +7,637 +56%
CRC
440
Curi RMB Capital
Illinois
$1.06M +$5.2K +106 +0.5%
HHRDM
441
H&H Retirement Design & Management
Nevada
$1.06M -$174K -3,551 -15%
HA
442
Herold Advisors
New York
$1.06M +$13.4K +273 +1%
OAM
443
Occidental Asset Management
California
$1.05M
CCFM
444
Clear Creek Financial Management
Washington
$1.05M -$78.9K -1,608 -7%
FFWM
445
Future Financial Wealth Management
Ohio
$1.04M +$9.72K +198 +1%
WFA
446
Wells Financial Advisors
Massachusetts
$1.03M -$8.55M -174,270 -89%
RW
447
RVW Wealth
California
$1.03M -$2.11M -42,990 -68%
SWP
448
Summit Wealth Partners
Florida
$1.01M +$8.25K +168 +0.8%
NFSG
449
Newbridge Financial Services Group
Florida
$1,000K -$141K -2,874 -13%
Northern Trust
450
Northern Trust
Illinois
$993K -$155K -3,161 -14%

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.