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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
AAS
651
Annex Advisory Services
Wisconsin
$658K -$99.4K -1,576 -13%
RC
652
Randolph Company
Ohio
$655K -$11.9K -188 -2%
RFN
653
Redwood Financial Network
Ohio
$654K -$24.1K -382 -3%
AFG
654
Albion Financial Group
Utah
$652K
BHWA
655
Beacon Harbor Wealth Advisors
Virginia
$650K
HL
656
HeadInvest LLC
Maine
$647K -$946 -15 -0.1%
VC
657
Veracity Capital
Georgia
$643K +$12.6K +200 +2%
NG
658
Novem Group
New York
$638K +$656K +10,396 New
RSF
659
Rik Saylor Financial
Ohio
$635K +$653K +10,345 New
MWM
660
Modern Wealth Management
Kansas
$634K +$652K +10,333 New
MWM
661
Modera Wealth Management
New Jersey
$632K -$6.25K -99 -1%
GSWM
662
Golden State Wealth Management
California
$629K +$647K +10,258 New
BFO
663
Biltmore Family Office
North Carolina
$629K
SFS
664
Sowell Financial Services
Arkansas
$627K -$229K -3,626 -26%
WC
665
Wolfstich Capital
Massachusetts
$625K +$643K +10,192 New
PA
666
Probity Advisors
Texas
$623K -$42.5K -673 -6%
MWM
667
Mission Wealth Management
California
$617K +$73.4K +1,163 +13%
EWA
668
ERTS Wealth Advisors
Michigan
$617K -$37.8K -599 -6%
LC
669
Lincoln Capital
Nebraska
$615K +$10.6K +168 +2%
HIP
670
HUB Investment Partners
Texas
$614K +$110K +1,749 +21%
HI
671
Human Investing
Oregon
$613K -$7.44K -118 -1%
IPAM
672
Investment Partners Asset Management
New Jersey
$604K +$46.1K +730 +8%
ACG
673
Allen Capital Group
Nebraska
$602K +$4.04K +64 +0.7%
AF
674
Advisornet Financial
Minnesota
$596K +$30.3K +480 +5%
WAL
675
W Advisors LLC
Tennessee
$595K

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.