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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
WPP
476
Whalerock Point Partners
Rhode Island
$801K +$9.92K +202 +1%
EFG
477
Ethos Financial Group
Pennsylvania
$787K +$772K +15,732 New
CMS
478
Capital Market Strategies
Florida
$783K +$49.7K +1,013 +7%
PCM
479
Penserra Capital Management
California
$781K +$381K +7,757 +98%
MSFS
480
Main Street Financial Solutions
Pennsylvania
$780K +$6.92K +141 +0.9%
RF
481
Rollins Financial
Georgia
$776K -$569K -11,586 -43%
SFS
482
Sowell Financial Services
Arkansas
$771K +$757K +15,421 New
PWMAG
483
Pinnacle Wealth Management Advisory Group
New Jersey
$769K +$274K +5,575 +57%
HNWAG
484
High Net Worth Advisory Group
Florida
$760K -$98K -1,996 -12%
PPW
485
Pasadena Private Wealth
California
$757K +$5.01K +102 +0.7%
LMKC
486
L.M. Kohn & Company
Ohio
$756K +$4.91K +100 +0.7%
Citadel Advisors
487
Citadel Advisors
Florida
$743K +$377K +7,678 +107%
CWP
488
Corepath Wealth Partners
Arizona
$737K
IWS
489
Insight Wealth Strategies
California
$728K +$2.21K +45 +0.3%
SC
490
SouthState Corp
Florida
$711K -$98.2K -2,000 -12%
HSG
491
Helen Stephens Group
Texas
$710K -$426K -8,680 -38%
CA
492
Claro Advisors
Massachusetts
$709K +$409K +8,326 +142%
IA
493
IFG Advisory
Georgia
$704K -$110K -2,235 -14%
JIC
494
Johnson Investment Counsel
Ohio
$701K -$91.1K -1,855 -12%
TA
495
TrueWealth Advisors
Alabama
$700K -$180K -3,663 -21%
LC
496
Lincoln Capital
Nebraska
$698K -$49 -1 -0%
BMCM
497
Bryn Mawr Capital Management
Pennsylvania
$698K +$685K +13,950 New
RMAM
498
Raab & Moskowitz Asset Management
New Jersey
$694K -$2.94K -60 -0.4%
AFAS
499
Acorn Financial Advisory Services
Virginia
$692K -$55.7K -1,134 -8%
3F
500
360 Financial
Minnesota
$688K

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.