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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
JHCP
576
Jackson Hole Capital Partners
Oklahoma
$444K
MW
577
Marcum Wealth
Ohio
$443K -$344 -7 -0.1%
ASBI
578
American State Bank (Iowa)
Iowa
$442K +$24.7K +503 +6%
IC
579
Inscription Capital
Texas
$440K
AWM
580
Avaii Wealth Management
Wisconsin
$440K +$5.3K +108 +1%
CRI
581
Commonwealth Retirement Investments
Virginia
$438K +$430K +8,769 New
CAAM
582
Cornerstone Advisors Asset Management
Pennsylvania
$437K
CW
583
CIC Wealth
Maryland
$437K +$429K +8,736 New
SAM
584
Silvercrest Asset Management
New York
$435K +$1.57K +32 +0.4%
JWBC
585
John W. Brooker & Co
California
$432K +$30.4K +620 +8%
VVP
586
Venture Visionary Partners
Ohio
$426K
WMA
587
Wealth Management Associates
New Jersey
$424K +$196 +4 +0%
B
588
Bailard
California
$423K -$229K -4,671 -36%
SFS
589
Security Financial Services
Indiana
$423K -$8.74K -178 -2%
CWA
590
Continuum Wealth Advisors
New York
$420K +$412K +8,394 New
MCM
591
Mattern Capital Management
Colorado
$418K -$26K -529 -6%
AWA
592
Alta Wealth Advisors
Massachusetts
$418K +$80.3K +1,636 +24%
SSI
593
Scott & Selber Inc
Texas
$411K +$245 +5 +0.1%
SFA
594
Sequoia Financial Advisors
Ohio
$410K -$24.8K -505 -6%
FFA
595
Farther Finance Advisors
California
$409K +$402K +8,181 New
HDIM
596
Hanson & Doremus Investment Management
Vermont
$407K
WI
597
Wintrust Investments
Illinois
$402K
CPSC
598
Carl P. Sherr & Co
Massachusetts
$401K +$393K +8,014 New
CPO
599
Cerity Partners OCIO
New York
$400K -$102K -2,076 -21%
FWM
600
Fingerlakes Wealth Management
New York
$399K +$44.5K +906 +13%

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.