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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
MFF
676
Michels Family Financial
Texas
$586K +$602K +9,547 New
JPG
677
Jordan Park Group
California
$583K +$599K +9,500 New
MCA
678
MSH Capital Advisors
Arizona
$581K +$4.29K +68 +0.7%
SWM
679
Silverlake Wealth Management
Vermont
$578K -$141K -2,238 -19%
EAMA
680
EFG Asset Management (Americas)
Florida
$576K -$11.5K -182 -2%
PI
681
PFG Investments
New York
$570K +$111K +1,761 +23%
SWA
682
Sightline Wealth Advisors
Connecticut
$565K +$581K +9,204 New
EIA
683
Eastover Investment Advisors
North Carolina
$560K +$12.1K +192 +2%
AA
684
Ancora Advisors
Ohio
$558K +$11.4K +181 +2%
NC
685
NovaPoint Capital
Georgia
$555K -$2.59K -41 -0.5%
SW
686
Simplicity Wealth
New Jersey
$555K
IP
687
Ignite Planners
California
$552K -$941K -14,923 -62%
SWMG
688
Sanchez Wealth Management Group
Florida
$550K +$565K +8,962 New
PPP
689
Private Portfolio Partners
New Jersey
$545K -$16.7K -264 -3%
ML
690
McAdam LLC
Pennsylvania
$545K +$24.4K +386 +5%
JHCP
691
Jackson Hole Capital Partners
Oklahoma
$545K
LA
692
Latitude Advisors
Florida
$544K +$167K +2,641 +42%
MW
693
Marcum Wealth
Ohio
$542K
SAW
694
Signal Advisors Wealth
Michigan
$541K -$73.6K -1,166 -12%
GT
695
Glenview Trust
Kentucky
$539K
DIA
696
Dana Investment Advisors
Wisconsin
$537K +$100K +1,587 +22%
RWA
697
River Wealth Advisors
Pennsylvania
$534K -$35.3K -559 -6%
BCG
698
Breakwater Capital Group
New Jersey
$533K -$14.5K -230 -3%
SHJ
699
Sharkey, Howes & Javer
Colorado
$530K +$545K +8,637 New
BB
700
Bell Bank
North Dakota
$528K +$543K +8,600 New

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.