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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
IP
551
Ignite Planners
California
$500K +$480K +9,786 New
IA
552
Insight Advisors
Pennsylvania
$499K +$34.9K +711 +8%
SAM
553
SignalPoint Asset Management
Missouri
$497K +$74.8K +1,523 +18%
ZIMP
554
Zimmermann Investment Management & Planning
Pennsylvania
$494K +$249K +5,075 +106%
PA
555
Probity Advisors
Texas
$488K +$1.86K +38 +0.4%
BBHC
556
Brown Brothers Harriman & Co
New York
$485K
CSB
557
City State Bank
Iowa
$484K +$9.82K +200 +2%
WJA
558
Willis Johnson & Associates
Texas
$483K +$474K +9,664 New
IAG
559
Investment Advisory Group
Massachusetts
$483K +$1.03K +21 +0.2%
WF
560
Warner Financial
Maryland
$482K +$473K +9,642 New
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$482K +$97.6K +1,989 +26%
KFS
562
Kelly Financial Services
Massachusetts
$479K -$28.4K -578 -6%
QCG
563
Quadrant Capital Group
Ohio
$478K
SSB
564
Sandy Spring Bank
Maryland
$475K -$91.3K -1,860 -16%
RVPG
565
Relative Value Partners Group
$474K +$4.47K +91 +1%
VFA
566
Valeo Financial Advisors
Indiana
$471K +$462K +9,420 New
PWM
567
Perigon Wealth Management
California
$469K +$102K +2,087 +29%
Qube Research & Technologies (QRT)
568
Qube Research & Technologies (QRT)
United Kingdom
$466K -$565K -11,513 -55%
FSA
569
Fort Sheridan Advisors
Illinois
$465K +$44.6K +908 +11%
AWM
570
Aprio Wealth Management
Georgia
$455K +$7.41K +151 +2%
BWA
571
BDO Wealth Advisors
Florida
$455K +$344 +7 +0.1%
NWMG
572
National Wealth Management Group
Ohio
$454K -$6.43K -131 -1%
CRWM
573
Castle Rock Wealth Management
California
$454K +$44.7K +910 +11%
LWAC
574
Laurel Wealth Advisors (California)
California
$447K -$16.4K -334 -4%
SW
575
SVB Wealth
Massachusetts
$446K -$9.62K -196 -2%

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.