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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
WMR
651
Wealth Management Resources
Rhode Island
$326K
BFWA
652
Benchmark Financial Wealth Advisors
Florida
$325K -$86.8K -1,769 -21%
CWAF
653
Core Wealth Advisors (Florida)
Florida
$324K +$2.75K +56 +0.9%
SFA
654
Source Financial Advisors
New York
$323K -$4.07K -83 -1%
AFP
655
Alpha Financial Partners
Kentucky
$322K +$316K +6,437 New
AHC
656
Adell Harriman & Carpenter
Texas
$319K +$33.1K +675 +12%
MWM
657
Modera Wealth Management
New Jersey
$316K +$67.2K +1,369 +28%
WCM
658
Whitener Capital Management
North Carolina
$315K
CW
659
Connectus Wealth
Ohio
$313K +$7.12K +145 +2%
FA
660
FDx Advisors
Illinois
$312K -$49 -1 -0%
SBIA
661
Sheaff Brock Investment Advisors
Indiana
$306K
EWM
662
Evermay Wealth Management
Virginia
$306K -$174K -3,552 -37%
SC
663
Savant Capital
Illinois
$305K +$20.7M +422,579 New
MCM
664
Mendel Capital Management
Arkansas
$305K +$299K +6,093 New
LFG
665
Larson Financial Group
Missouri
$304K +$196K +4,003 +192%
PA
666
Planning Alternatives
Michigan
$300K -$14.4K -294 -5%
PP
667
Pegasus Partners
Wisconsin
$299K -$17.9K -364 -6%
KF
668
Krilogy Financial
Missouri
$296K +$26.1K +532 +10%
LA
669
Latitude Advisors
Florida
$296K -$288K -5,859 -50%
V
670
Veritable
Delaware
$295K +$66.4K +1,352 +30%
ACI
671
Alpha Cubed Investments
California
$293K +$288K +5,869 New
FCI
672
Financial Counselors Inc
Kansas
$293K -$215K -4,389 -43%
AIM
673
Alhambra Investment Management
Florida
$288K -$8.93K -182 -3%
SQA
674
Simon Quick Advisors
New Jersey
$286K +$9.52K +194 +4%
CG
675
Clarus Group
Texas
$286K -$6.97K -142 -2%

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.