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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
EIP
451
Ellis Investment Partners
Pennsylvania
$987K -$244K -4,976 -20%
NCM
452
NCM Capital Management
New Jersey
$981K +$62.6K +1,275 +7%
BAM
453
Belpointe Asset Management
Nevada
$979K -$6.72K -137 -0.7%
GM
454
GeoWealth Management
Illinois
$971K -$1.71M -34,759 -64%
MMM
455
Mendel Money Management
Illinois
$968K +$32.8K +668 +4%
BIA
456
Biondo Investment Advisors
Pennsylvania
$966K -$23.1K -470 -2%
OIA
457
Optimum Investment Advisors
Illinois
$961K -$30.7K -625 -3%
LW
458
Linscomb Wealth
Texas
$957K -$44.1K -899 -4%
AAS
459
Annex Advisory Services
Wisconsin
$950K +$933K +18,999 New
NGA
460
Naples Global Advisors
Florida
$946K +$736 +15 +0.1%
CFS
461
CRA Financial Services
New Jersey
$944K
MAM
462
McLean Asset Management
Virginia
$941K -$59.5K -1,213 -6%
SFSG
463
Sound Financial Strategies Group
Mississippi
$932K -$94.2K -1,919 -9%
VC
464
Veracity Capital
Georgia
$929K -$41.3K -842 -4%
AFG
465
AFS Financial Group
Maryland
$925K +$909K +18,508 New
GWM
466
GSB Wealth Management
Connecticut
$903K +$6.87K +140 +0.8%
IP
467
Investment Partners
Ohio
$903K -$148K -3,011 -14%
OFG
468
Oxford Financial Group
Indiana
$876K +$17.1K +348 +2%
CF
469
Centaurus Financial
California
$872K +$54.6K +1,112 +7%
FCFC
470
First Commonwealth Financial Corp
Pennsylvania
$871K +$108K +2,197 +14%
AWM
471
Axxcess Wealth Management
California
$860K +$479K +9,763 +131%
PTC
472
Private Trust Company
Ohio
$859K +$74.8K +1,523 +10%
RWA
473
Ropes Wealth Advisors
Massachusetts
$849K +$140K +2,844 +20%
BOPW
474
Brandywine Oak Private Wealth
Pennsylvania
$824K
NCM
475
Northside Capital Management
Oregon
$819K +$804K +16,386 New

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.