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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
CCA
701
Criterion Capital Advisors
Tennessee
$525K
RRA
702
Round Rock Advisors
Connecticut
$524K +$631 +10 +0.1%
AFW
703
Atlantic Family Wealth
Florida
$524K +$539K +8,542 New
WE
704
Wealth Effects
Massachusetts
$523K -$28.2K -447 -5%
CPBTD
705
Central Pacific Bank - Trust Division
Hawaii
$523K -$4.3M -68,095 -89%
CB
706
Commerce Bank
Missouri
$521K +$60.6K +961 +13%
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
$521K -$144K -2,281 -21%
TSS
708
Two Sigma Securities
New York
$520K +$535K +8,478 New
SEIA
709
Signature Estate & Investment Advisors
California
$519K -$3.15K -50 -0.6%
BCA
710
Bay Capital Advisors
Virginia
$515K +$529K +8,388 New
WF
711
Whelan Financial
California
$514K -$7.7K -122 -1%
First Manhattan
712
First Manhattan
New York
$507K
SSI
713
Scott & Selber Inc
Texas
$505K +$126 +2 +0%
SXL
714
Summit X LLC
Missouri
$505K +$56K +888 +12%
ACM
715
Advance Capital Management
Michigan
$499K +$568 +9 +0.1%
IF
716
Intrua Financial
Texas
$496K -$9.15K -145 -2%
VPIM
717
Vanguard Personalized Indexing Management
California
$490K +$271K +4,298 +116%
SFS
718
Security Financial Services
Indiana
$490K -$8.58K -136 -2%
ZIC
719
ZWJ Investment Counsel
Georgia
$489K +$503K +7,974 New
AWM
720
Avaii Wealth Management
Wisconsin
$487K +$63 +1 +0%
GWP
721
Gateway Wealth Partners
Wisconsin
$487K +$141K +2,242 +39%
BWM
722
Bernard Wealth Management
Michigan
$482K +$496K +7,861 New
Fifth Third Bancorp
723
Fifth Third Bancorp
Ohio
$480K -$70.7K -1,120 -13%
LA
724
Lane & Associates
New Jersey
$479K +$108K +1,719 +29%
CWM
725
Collaborative Wealth Management
Florida
$477K

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.