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iShares Core Dividend Growth ETF

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: 1,0421,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GM
626
GeoWealth Management
Illinois
$720K -$57.9K -918 -7%
CF
627
Centaurus Financial
California
$719K +$11.5K +183 +2%
KDA
628
Kraft Davis & Associates
Missouri
$719K -$8.07K -128 -1%
CAAM
629
Cornerstone Advisors Asset Management
Pennsylvania
$717K
CPCM
630
Cardinal Point Capital Management
Ontario, Canada
$716K -$2.71K -43 -0.4%
SFG
631
Sunburst Financial Group
Alabama
$712K -$95.6K -1,515 -12%
PCA
632
Pallas Capital Advisors
Massachusetts
$710K -$18.2K -288 -2%
PAS
633
PKS Advisory Services
New York
$707K +$727K +11,529 New
AIP
634
ARS Investment Partners
New York
$705K -$3.6K -57 -0.5%
RF
635
Roxbury Financial
New Jersey
$704K +$684K +10,844 New
WMA
636
Wealth Management Associates
New Jersey
$701K -$16.1K -255 -2%
FSA
637
Fort Sheridan Advisors
Illinois
$698K +$14.1K +223 +2%
VVP
638
Venture Visionary Partners
Ohio
$697K +$19.7K +313 +3%
AHC
639
Adell Harriman & Carpenter
Texas
$697K +$47.3K +750 +7%
FNWM
640
Financial Network Wealth Management
Utah
$697K
LF
641
LifePlan Financial
Minnesota
$697K -$78K -1,236 -10%
FPAS
642
Focus Partners Advisor Solutions
Missouri
$694K +$305K +4,839 +75%
SAM
643
SignalPoint Asset Management
Missouri
$687K +$7.89K +125 +1%
CFS
644
Compass Financial Services
Iowa
$683K +$703K +11,141 New
JIC
645
Johnson Investment Counsel
Ohio
$683K
WWG
646
West Wealth Group
California
$680K -$15.6K -248 -2%
AR
647
Apeiron RIA
Texas
$674K +$3.03K +48 +0.4%
PWP
648
Principle Wealth Partners
Connecticut
$666K
UF
649
Univest Financial
Pennsylvania
$665K -$4.92K -78 -0.7%
CMS
650
Capital Market Strategies
Florida
$662K +$1.2K +19 +0.2%

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.