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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
UWM
451
USAdvisors Wealth Management
Minnesota
$1.7M +$14.4K +228 +0.8%
3F
452
360 Financial
Minnesota
$1.69M -$782K -12,401 -31%
SWP
453
ShoreHaven Wealth Partners
New Jersey
$1.69M -$557K -8,836 -24%
MCWS
454
McKinley Carter Wealth Services
West Virginia
$1.68M -$127K -2,006 -7%
SWM
455
Spire Wealth Management
Virginia
$1.67M +$454K +7,201 +36%
CV
456
Counterweight Ventures
North Carolina
$1.66M +$22K +349 +1%
MMM
457
Mendel Money Management
Illinois
$1.66M -$189 -3 -0%
KMWM
458
Keudell/Morrison Wealth Management
Oregon
$1.66M
BI
459
Beckerman Institutional
New Jersey
$1.64M -$19.1K -303 -1%
EPA
460
Element Pointe Advisors
Florida
$1.62M
RCWM
461
Red Crane Wealth Management
California
$1.62M +$1.66M +26,382 New
DL
462
DOHJ LLC
Washington
$1.61M +$28.3K +449 +2%
PRTG
463
Post Resch Tallon Group
New York
$1.6M +$1.66M +26,257 New
TKP
464
Tallon Kerry Patrick
$1.6M +$1.66M +26,257 New
CW
465
CreativeOne Wealth
Kansas
$1.6M +$416K +6,594 +34%
KFA
466
Kapstone Financial Advisors
Ohio
$1.59M
AIM
467
Anchor Investment Management
South Carolina
$1.59M -$19.6K -310 -1%
CCFM
468
Clear Creek Financial Management
Washington
$1.59M +$140K +2,222 +9%
MGIA
469
Moneta Group Investment Advisors
Missouri
$1.59M +$25.3K +401 +2%
FA
470
Freestate Advisors
Kansas
$1.57M +$7.7K +122 +0.5%
EWA
471
Exencial Wealth Advisors
Oklahoma
$1.57M -$34.5K -547 -2%
SC
472
SouthState Corp
Florida
$1.57M +$539K +8,550 +50%
WPP
473
Whalerock Point Partners
Rhode Island
$1.57M +$24.5K +389 +2%
Capital International Investors
474
Capital International Investors
California
$1.56M +$1.31M +20,761 +437%
CA
475
Crewe Advisors
Utah
$1.56M -$1.26M -20,050 -44%

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.