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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
WPC
601
Wedmont Private Capital
Pennsylvania
$398K +$13.7K +280 +4%
YIH
602
Y-Intercept (HK)
Hong Kong
$397K -$143K -2,910 -27%
EIA
603
Eastover Investment Advisors
North Carolina
$394K +$6.48K +132 +2%
AUB
604
Atlantic Union Bankshares
Virginia
$392K -$20.9K -425 -5%
WS
605
Wedbush Securities
California
$391K -$3.98K -81 -1%
FNWM
606
Financial Network Wealth Management
Utah
$387K
SFS
607
Summit Financial Strategies
Ohio
$385K
CWM
608
Collaborative Wealth Management
Florida
$384K -$13.6K -278 -3%
RWA
609
Redhawk Wealth Advisors
Minnesota
$382K +$92.1K +1,876 +33%
RWP
610
RWA Wealth Partners
Massachusetts
$381K -$580K -11,815 -61%
HCA
611
Heck Capital Advisors
Wisconsin
$381K +$344 +7 +0.1%
DWM
612
Destination Wealth Management
California
$376K +$16.9K +344 +5%
SWM
613
Silverlake Wealth Management
Vermont
$376K -$834 -17 -0.2%
GCL
614
Gouws Capital LLC
North Carolina
$371K +$365K +7,426 New
NEPWA
615
New England Private Wealth Advisors
Massachusetts
$371K +$3.29K +67 +0.9%
HWA
616
HHM Wealth Advisors
Tennessee
$371K +$259K +5,273 +246%
CB
617
Commerce Bank
Missouri
$369K +$4.91K +100 +1%
CCM
618
Cox Capital Management
Massachusetts
$365K +$359K +7,304 New
FFP
619
Forbes Financial Planning
Rhode Island
$365K
FCT
620
Family Capital Trust
Massachusetts
$365K
ACM
621
Ayrshire Capital Management
Connecticut
$365K +$27.6K +562 +8%
PFWA
622
Paces Ferry Wealth Advisors
Georgia
$360K -$4.37K -89 -1%
TCM
623
Tandem Capital Management
New Jersey
$359K -$15.3K -312 -4%
CWA
624
Clarus Wealth Advisors
Arizona
$358K +$65.4K +1,332 +23%
TCBWMS
625
Texas Capital Bank Wealth Management Services
Texas
$356K

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.