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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
AFA
701
Atlas Financial Advisors
California
$250K -$17.7K -361 -7%
SCM
702
SOL Capital Management
Maryland
$250K
JSW
703
Journey Strategic Wealth
New Jersey
$250K +$245K +4,999 New
CMI
704
Clare Market Investments
Texas
$248K +$243K +4,950 New
FPGK
705
Financial Partners Group (Kansas)
Kansas
$247K +$5.01K +102 +2%
BMM
706
Buffington Mohr McNeal
Idaho
$246K -$18.4K -375 -7%
SLWA
707
San Luis Wealth Advisors
California
$244K -$225K -4,587 -48%
TW
708
Transform Wealth
Colorado
$244K +$239K +4,875 New
CFB
709
Cullen/Frost Bankers
Texas
$243K +$202K +4,116 +549%
SWM
710
SigFig Wealth Management
California
$243K +$1.57K +32 +0.8%
WW
711
Waterfront Wealth
Kansas
$243K -$3.34K -68 -1%
SSWM
712
Sheets Smith Wealth Management
North Carolina
$242K
RBC
713
Romano Brothers & Co
Illinois
$240K -$7.36K -150 -3%
AWA
714
Amplius Wealth Advisors
Pennsylvania
$239K -$258K -5,249 -52%
RIA
715
Realta Investment Advisors
Delaware
$237K +$196 +4 +0.1%
BFC
716
Bedel Financial Consulting
Indiana
$234K
IA
717
IFG Advisors
Missouri
$234K +$230K +4,679 New
TPWA
718
TRUE Private Wealth Advisors
Oregon
$233K +$933 +19 +0.4%
GCM
719
Gibraltar Capital Management
Oklahoma
$232K -$37.9K -773 -14%
SAA
720
Southeast Asset Advisors
Georgia
$231K
BFIM
721
Beese Fulmer Investment Management
Ohio
$230K
MF
722
Montis Financial
Massachusetts
$229K
PWLP
723
Prio Wealth Limited Partnership
Massachusetts
$227K +$222K +4,530 New
IF
724
Integrity Financial
Wyoming
$226K +$86.3K +1,758 +64%
CAG
725
Curtis Advisory Group
California
$225K -$9.82K -200 -4%

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.