iShares Core Dividend Growth ETF
DGRO
892 hedge funds and large institutions have $12.8B invested in iShares Core Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 354 increasing their positions, 332 reducing their positions, and 40 closing their positions.
987% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $1.04M
105% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 40
7% more capital invested
Capital invested by funds: $12B → $12.8B (+$836M)
4% more funds holding
Funds holding: 855 → 892 (+37)
7% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 332
0.35% more ownership
Funds ownership: 53.53% → 53.88% (+0.35%)
6% less funds holding in top 10
Funds holding in top 10: 117 → 110 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$162M |
| 2 |
JP Morgan Chase
New York
|
+$82.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.1M |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$27.5M |
| 5 |
Morgan Stanley
New York
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$91.8M |
| 2 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$35M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
-$25.5M |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$25M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$19.8M |
DGRO Hedge Fund Activity: Q2 2023 in Review
892 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2023, worth a combined $12.8B — up 7% from $12B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new DGRO positions and 40 closed out — a net gain of 42 holders — while 354 added to existing stakes and 332 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $162M. The largest seller was Ameriprise, cutting an estimated $91.8M.
- 892 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2023, up from 855 in Q1 2023.
- Funds reported $12.8B of iShares Core Dividend Growth ETF stock for Q2 2023, up 7% quarter-over-quarter.
- 82 funds opened new iShares Core Dividend Growth ETF positions in Q2 2023 and 40 closed out, a net change of +42 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $162M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2023 was Ameriprise, an estimated $91.8M sold.
Based on aggregated 13F filings for Q2 2023.