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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
SW
626
SteelPeak Wealth
California
$355K +$349K +7,105 New
RFN
627
RDA Financial Network
Iowa
$355K +$72.4K +1,474 +26%
T
628
TRUADVICE
Florida
$352K +$14.5K +295 +4%
LWMG
629
Levy Wealth Management Group
Pennsylvania
$351K +$982 +20 +0.3%
FCCM
630
First City Capital Management
Georgia
$346K
CBFP
631
Cedar Brook Financial Partners
Ohio
$346K +$3.48K +71 +1%
SXL
632
Summit X LLC
Missouri
$346K -$49 -1 -0%
HIA
633
Harbor Investment Advisory
Maryland
$343K +$167K +3,408 +99%
TCA
634
Transcend Capital Advisors
New Jersey
$342K +$30K +612 +10%
BWP
635
Balboa Wealth Partners
Arizona
$340K +$5.25K +107 +2%
BF
636
BOK Financial
Oklahoma
$340K
ACA
637
Aptus Capital Advisors
Alabama
$339K +$13.5K +275 +4%
IWP
638
Insight Wealth Partners
Texas
$338K
MSAM
639
Moloney Securities Asset Management
Missouri
$338K +$1.82K +37 +0.6%
IGWM
640
ICA Group Wealth Management
Colorado
$337K -$39.3K -801 -11%
BFW
641
Brady Family Wealth
Missouri
$336K +$330K +6,714 New
AAG
642
Armstrong Advisory Group
Massachusetts
$335K +$329K +6,698 New
SFI
643
SPC Financial Inc
Maryland
$335K
ACM
644
Advance Capital Management
Michigan
$334K +$2.06K +42 +0.6%
AWMG
645
Alliance Wealth Management Group
New Jersey
$333K +$57.4K +1,169 +21%
AF
646
Advisornet Financial
Minnesota
$332K +$32.3K +659 +11%
BFG
647
Bleakley Financial Group
New Jersey
$330K +$324K +6,608 New
ACM
648
Advisors Capital Management
New Jersey
$328K -$47.3K -964 -13%
MLIC
649
Mandatum Life Insurance Company
Finland
$327K
Fisher Asset Management
650
Fisher Asset Management
Washington
$327K +$321K +6,547 New

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.