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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$104M +$22.6M +459,693 +28%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$97M -$973K -19,824 -1%
RJA
28
Raymond James & Associates
Florida
$96.5M -$6.2M -126,230 -6%
NFC
29
Northeast Financial Consultants
Connecticut
$69M -$9.27M -188,886 -12%
AWM
30
Avior Wealth Management
Nebraska
$65.2M +$3.22M +65,516 +5%
NA
31
NewEdge Advisors
Louisiana
$61.6M +$29.3M +595,952 +70%
GC
32
Gratus Capital
Georgia
$60.1M -$185K -3,761 -0.3%
AT
33
American Trust
Kentucky
$59.8M +$3.24M +65,954 +6%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$56.7M +$339K +6,897 +0.6%
HI
35
Horizon Investments
North Carolina
$56.5M -$1.2M -24,477 -2%
SSWG
36
Seven Springs Wealth Group
Tennessee
$54.6M +$1.11M +22,551 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$52M -$8.75M -178,194 -15%
DOA
38
D'Orazio & Associates
Virginia
$51.8M -$111K -2,262 -0.2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$49.6M +$9.37M +190,881 +24%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$49.3M -$4.92M -100,294 -9%
SPC
41
Sigma Planning Corp
Michigan
$48.9M -$2.92M -59,498 -6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$48.8M +$4.77M +97,241 +11%
CAN
43
Cetera Advisor Networks
California
$45.6M +$13.4M +272,833 +43%
LL
44
LWMG LLC
Minnesota
$45.5M +$44.7M +909,766 New
FBFS
45
First Business Financial Services
Wisconsin
$43.4M -$2.6M -52,955 -6%
CIA
46
Compass Ion Advisors
Pennsylvania
$41.7M +$585K +11,921 +1%
LFA
47
Legacy Financial Advisors
Kentucky
$40M -$229K -4,668 -0.6%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$40M +$1.5M +30,530 +4%
SPIA
49
Steward Partners Investment Advisory
New York
$39.8M -$1.52M -30,892 -4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$39.7M +$3.96M +80,752 +11%

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.