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iShares Core Dividend Growth ETF
DGRO

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: 1,042 → 1,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114 → 122 (+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

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$451M
2
LPL Financial
LPL Financial
California
+$87.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$71.4M
4
Wells Fargo
Wells Fargo
California
+$58.8M
5
Mariner
Mariner
Kansas
+$56.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$245M
2
HI
Horizon Investments
North Carolina
-$172M
3
KAS
Kestra Advisory Services
Texas
-$74.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$55.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
576
Quadrant Private Wealth Management
Pennsylvania
$959K -$263K -4,168 -21%
FNT
577
First National Trust
Pennsylvania
$956K +$103K +1,640 +12%
SFO
578
Stokes Family Office
Louisiana
$956K -$834K -13,216 -46%
IIA
579
IPG Investment Advisors
California
$955K – – –
OFG
580
Oxford Financial Group
Indiana
$954K -$39.8K -631 -4%
AWP
581
Accretive Wealth Partners
New Jersey
$936K +$962K +15,254 New
PPW
582
Pasadena Private Wealth
California
$935K +$10.2K +161 +1%
CWM
583
Crowley Wealth Management
Delaware
$927K +$954K +15,114 New
IAG
584
Ipsen Advisor Group
Arkansas
$924K +$950K +15,057 New
IA
585
IFG Advisory
Georgia
$917K +$151K +2,393 +19%
BCA
586
Bay Colony Advisors
Massachusetts
$914K -$38.2K -605 -4%
CWP
587
Cyndeo Wealth Partners
Florida
$900K – – –
RBWA
588
RFG - Bristol Wealth Advisors
Massachusetts
$895K +$921K +14,592 New
MSAM
589
Moloney Securities Asset Management
Missouri
$888K +$174K +2,762 +24%
VFA
590
Valeo Financial Advisors
Indiana
$887K +$185K +2,934 +25%
FPW
591
Fairvoy Private Wealth
Alabama
$886K +$912K +14,449 New
HSG
592
Helen Stephens Group
Texas
$886K +$5.62K +89 +0.6%
MSWMA
593
Market Street Wealth Management Advisors
Indiana
$881K – – –
APW
594
Aurora Private Wealth
New Jersey
$877K -$4.48K -71 -0.5%
HIS
595
Horizon Investment Services
Indiana
$868K -$1.24M -19,710 -58%
IAIM
596
International Assets Investment Management
Florida
$855K +$882K +13,983 New
ASBI
597
American State Bank (Iowa)
Iowa
$848K +$68.6K +1,088 +9%
IAG
598
Investment Advisory Group
Massachusetts
$838K +$37.4K +593 +5%
BCM
599
Brasada Capital Management
Texas
$838K +$234K +3,709 +37%
SFSG
600
Sound Financial Strategies Group
Mississippi
$838K +$3.66K +58 +0.4%
22 23
24
25 26

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.