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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
FWP
676
Firethorn Wealth Partners
Georgia
$286K -$3.14K -64 -1%
FMC
677
First Merchants Corp
Indiana
$283K
CTFG
678
Capstone Triton Financial Group
Oklahoma
$283K +$3.78K +77 +1%
ATC
679
Argent Trust Co
Tennessee
$282K -$55.5K -1,130 -17%
FNBOO
680
First National Bank of Omaha
Nebraska
$281K +$275K +5,612 New
PPP
681
Private Portfolio Partners
New Jersey
$280K +$34.5K +703 +14%
AWA
682
Aaron Wealth Advisors
Illinois
$279K +$274K +5,581 New
FFG
683
Ford Financial Group
California
$279K -$638 -13 -0.2%
ARC
684
Advisor Resource Council
Texas
$273K
BFG
685
Berger Financial Group
Minnesota
$273K +$268K +5,461 New
RHP
686
Royal Harbor Partners
Texas
$273K +$3.78K +77 +1%
SPWG
687
Syntegra Private Wealth Group
Missouri
$272K +$267K +5,445 New
HAIM
688
Hunter Associates Investment Management
Pennsylvania
$270K
SYBT
689
Stock Yards Bank & Trust
Kentucky
$266K +$261K +5,325 New
TFCP
690
Twin Focus Capital Partners
Massachusetts
$265K
MP
691
McDonald Partners
Ohio
$265K -$16.9K -345 -6%
Betterment LLC
692
Betterment LLC
New York
$264K +$259K +5,277 New
First Manhattan
693
First Manhattan
New York
$263K -$275K -5,597 -52%
4WM
694
4J Wealth Management
Virginia
$262K +$257K +5,242 New
AM
695
Atwater Malick
Pennsylvania
$258K +$253K +5,162 New
WE
696
Wealth Effects
Massachusetts
$258K +$253K +5,150 New
DT
697
Diversified Trust
Tennessee
$256K
AIA
698
Avalon Investment & Advisory
Texas
$256K +$251K +5,120 New
PWM
699
Prosperity Wealth Management
California
$256K +$251K +5,120 New
RRA
700
Round Rock Advisors
Connecticut
$250K -$50.8K -1,035 -17%

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.