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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$123M -$7.54M -119,559 -6%
AWM
27
Avior Wealth Management
Nebraska
$107M +$3.04M +48,117 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$101M -$9.52M -150,845 -8%
FCAS
29
First Command Advisory Services
Texas
$93M -$532K -8,435 -0.6%
NFC
30
Northeast Financial Consultants
Connecticut
$88.8M +$2.42M +38,335 +3%
AT
31
American Trust
Kentucky
$86.4M -$1.37M -21,767 -2%
SAF
32
Smith Anglin Financial
Texas
$86.2M +$3.73M +59,147 +4%
LNB
33
Ledyard National Bank
$86.1M +$3.2M +50,671 +4%
SWA
34
Strategies Wealth Advisors
Michigan
$76.6M +$6.38M +101,085 +9%
PMG
35
ProVise Management Group
Florida
$76M +$767K +12,161 +1%
GWA
36
Gratus Wealth Advisors
Virginia
$73.6M +$4.9M +77,673 +7%
PAG
37
Private Advisor Group
New Jersey
$69.1M +$4.67M +73,990 +7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$61.6M +$2.44M +38,615 +4%
TPCW
39
TD Private Client Wealth
New York
$59.9M +$10.1M +160,162 +20%
SSWG
40
Seven Springs Wealth Group
Tennessee
$59.2M -$475K -7,531 -0.8%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$58.9M +$146K +2,316 +0.2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$57.6M -$55.1M -872,819 -48%
SA
43
Sanctuary Advisors
Indiana
$56.7M -$887K -14,052 -2%
FBFS
44
First Business Financial Services
Wisconsin
$55.5M +$379K +6,006 +0.7%
MWP
45
Madison Wealth Partners
Wisconsin
$54.9M +$3.19M +50,526 +6%
BWL
46
Bogart Wealth LLC
Virginia
$51.5M -$447K -7,085 -0.8%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$49.5M +$18.4M +292,127 +57%
CWS
48
Confluence Wealth Services
Pennsylvania
$49M +$4.43M +70,288 +10%
CCWM
49
Correct Capital Wealth Management
Missouri
$48.3M +$570K +9,032 +1%
SFGP
50
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.4M +$45.7M +723,648 New

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.