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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
PA
501
Parallel Advisors
California
$684K -$191K -3,888 -22%
OWA
502
Opal Wealth Advisors
New York
$670K +$192K +3,908 +41%
FAM
503
Formidable Asset Management
Ohio
$661K
ESB
504
Essex Savings Bank
Connecticut
$649K +$71.2K +1,450 +13%
Corient Private Wealth
505
Corient Private Wealth
Florida
$647K +$635K +12,945 New
RIA
506
Regal Investment Advisors
Michigan
$644K -$89K -1,813 -12%
TFA
507
Tranquilli Financial Advisor
New Jersey
$641K -$39.8K -810 -6%
ST
508
Smithfield Trust
Pennsylvania
$641K +$8.69K +177 +1%
AA
509
Addison Advisors
Vermont
$639K -$182K -3,704 -22%
SFG
510
StrategIQ Financial Group
Indiana
$639K -$6.63K -135 -1%
AFG
511
Albion Financial Group
Utah
$639K
T. Rowe Price Associates
512
T. Rowe Price Associates
Maryland
$632K
FFN
513
Focus Financial Network
Minnesota
$632K +$80.3K +1,635 +15%
RCAG
514
Rehmann Capital Advisory Group
Michigan
$631K +$149K +3,036 +32%
HFA
515
High Falls Advisors
New York
$626K -$227K -4,631 -27%
EFH
516
Eaton Financial Holdings
Florida
$611K +$600K +12,217 New
HSA
517
HBK Sorce Advisory
Pennsylvania
$610K +$327K +6,656 +120%
AIP
518
ARS Investment Partners
New York
$599K +$20.6K +420 +4%
GWMIA
519
Global Wealth Management Investment Advisory
Florida
$591K +$52.7K +1,073 +10%
FPW
520
Flagship Private Wealth
Massachusetts
$591K +$49 +1 +0%
RC
521
Rovin Capital
Arizona
$590K -$1.52K -31 -0.3%
CFG
522
Carr Financial Group
Massachusetts
$587K +$576K +11,742 New
CPWMP
523
Cardinal Point Wealth Management Partners
California
$575K +$295 +6 +0.1%
CPCM
524
Cardinal Point Capital Management
Ontario, Canada
$575K +$564K +11,497 New
HL
525
HeadInvest LLC
Maine
$572K +$24.5K +500 +5%

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.