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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
RCM
551
Riggs Capital Management
Utah
$1.06M +$1.09M +17,353 New
ISFAN
552
Investor's Fiduciary Advisor Network
Washington
$1.06M +$1.09M +17,335 New
GG
553
Greenwood Gearhart
Arkansas
$1.06M +$1.09M +17,257 New
LNWTC
554
Laird Norton Wetherby Trust Company
Washington
$1.06M +$1.09M +17,254 New
SAM
555
Smartleaf Asset Management
Massachusetts
$1.06M +$102K +1,616 +10%
ESB
556
Essex Savings Bank
Connecticut
$1.06M -$24.9K -395 -2%
RA
557
Ruggaard & Associates
Ohio
$1.06M +$694 +11 +0.1%
CFO
558
CVA Family Office
Colorado
$1.04M +$178K +2,825 +20%
LIM
559
Leavell Investment Management
Alabama
$1.04M -$379K -6,000 -26%
ST
560
Smithfield Trust
Pennsylvania
$1.04M
MFG
561
Mosaic Financial Group
Illinois
$1.02M +$757 +12 +0.1%
CFS
562
CGC Financial Services
Oregon
$1.02M -$505 -8 -0%
WCFA
563
Walkner Condon Financial Advisors
Wisconsin
$1.01M -$445K -7,049 -30%
PTC
564
Private Trust Company
Ohio
$1.01M -$16.8K -267 -2%
SP
565
Sequent Planning
Nebraska
$1.01M -$47.2K -748 -4%
AFW
566
Avantra Family Wealth
Pennsylvania
$1M +$1.03M +16,343 New
PAG
567
Paladin Advisory Group
Iowa
$993K
MWA
568
Midland Wealth Advisors
Illinois
$992K -$39.6K -628 -4%
CRC
569
Curi RMB Capital
Illinois
$987K -$11.2K -178 -1%
VNA
570
Valley National Advisers
Pennsylvania
$973K +$61.8K +980 +7%
AFAS
571
Acorn Financial Advisory Services
Virginia
$964K +$8.71K +138 +0.9%
FCH
572
Freestone Capital Holdings
Washington
$963K +$15.3K +243 +2%
OWA
573
Opal Wealth Advisors
New York
$962K +$64.8K +1,027 +7%
BOPW
574
Brandywine Oak Private Wealth
Pennsylvania
$962K
PCH
575
PGIM Custom Harvest
New Jersey
$961K +$600K +9,515 +155%

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.