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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
EW
526
Element Wealth
Mississippi
$570K +$1.47K +30 +0.3%
DIA
527
Dana Investment Advisors
Wisconsin
$567K +$114K +2,320 +26%
GWAG
528
Garrett Wealth Advisory Group
Texas
$565K -$68K -1,385 -11%
HI
529
Human Investing
Oregon
$564K +$553K +11,272 New
FFA
530
First Foundation Advisors
California
$559K +$285K +5,802 +108%
VNA
531
Valley National Advisers
Pennsylvania
$553K -$156K -3,182 -23%
AR
532
Apeiron RIA
Texas
$553K -$10.7K -217 -2%
FIM
533
Freedom Investment Management
Connecticut
$549K -$25.3K -515 -4%
GP
534
Girard Partners
Pennsylvania
$549K +$25.2K +514 +5%
EWA
535
ERTS Wealth Advisors
Michigan
$548K -$53.8K -1,095 -9%
MWM
536
Mascoma Wealth Management
New Hampshire
$546K
SCA
537
Snowden Capital Advisors
New York
$537K -$55.7K -1,134 -10%
KWM
538
Keebeck Wealth Management
Illinois
$535K +$49.8K +1,015 +10%
RCA
539
Ranch Capital Advisors
Florida
$530K -$10.7K -218 -2%
GW
540
GW & Wade
Massachusetts
$526K +$115K +2,334 +29%
RC
541
Randolph Company
Ohio
$524K
PWP
542
Principle Wealth Partners
Connecticut
$515K -$40.2K -818 -7%
Deutsche Bank
543
Deutsche Bank
Germany
$515K
BCM
544
Brasada Capital Management
Texas
$513K +$5.01K +102 +1%
BFO
545
Biltmore Family Office
North Carolina
$512K
MCWS
546
McKinley Carter Wealth Services
West Virginia
$512K -$5.01K -102 -1%
YWP
547
YorkBridge Wealth Partners
New York
$509K +$18.3K +372 +4%
GWS
548
Glassman Wealth Services
Virginia
$509K -$20.5K -418 -4%
WP
549
WealthSource Partners
California
$505K -$4.91K -100 -1%
CA
550
Calton & Associates
Florida
$505K +$495K +10,094 New

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.