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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
OIA
501
Optimum Investment Advisors
Illinois
$1.37M +$278K +4,400 +24%
EF
502
Elite Financial
Idaho
$1.37M +$1.41M +22,355 New
RWP
503
RWA Wealth Partners
Massachusetts
$1.36M -$52K -825 -4%
CCWA
504
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.36M -$240K -3,808 -15%
Financial Engines Advisors
505
Financial Engines Advisors
California
$1.36M +$200K +3,168 +17%
PA
506
Parallel Advisors
California
$1.35M -$311K -4,931 -18%
FWM
507
Fingerlakes Wealth Management
New York
$1.34M +$102K +1,618 +8%
JIC
508
Joel Isaacson & Co
New York
$1.33M +$8.2K +130 +0.6%
PWH
509
Priebe Wealth Holdings
Minnesota
$1.32M -$7.89K -125 -0.6%
AFP
510
Ausdal Financial Partners
Iowa
$1.32M +$15.6K +247 +1%
BBHC
511
Brown Brothers Harriman & Co
New York
$1.31M +$361K +5,723 +37%
OAM
512
Occidental Asset Management
California
$1.29M
FB
513
First Bancorp
Maine
$1.27M +$12.6K +200 +1%
CFS
514
CRA Financial Services
New Jersey
$1.26M +$8.89K +141 +0.7%
FHC
515
First Heartland Consultants
Missouri
$1.25M +$24.1K +382 +2%
WFA
516
Wells Financial Advisors
Massachusetts
$1.25M +$18K +285 +1%
WGC
517
Watts Gwilliam & Co
Arizona
$1.24M -$7.7K -122 -0.6%
CPC
518
Consolidated Planning Corp
Georgia
$1.24M +$934K +14,799 +272%
NCM
519
NCM Capital Management
New Jersey
$1.23M -$6.31K -100 -0.5%
IWA
520
Icon Wealth Advisors
Texas
$1.23M -$231K -3,660 -15%
TAM
521
Titleist Asset Management
Texas
$1.23M -$162K -2,564 -11%
GMFG
522
Greater Midwest Financial Group
Minnesota
$1.23M -$256K -4,053 -17%
SFWA
523
Summit Financial Wealth Advisors
Louisiana
$1.21M -$946 -15 -0.1%
OFG
524
Opulen Financial Group
Virginia
$1.21M +$1.25M +19,771 New
RC
525
Rovin Capital
Arizona
$1.18M +$15.5K +246 +1%

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.