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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
LNB
51
Ledyard National Bank
$39.4M +$2.49M +50,754 +7%
SWA
52
Strategies Wealth Advisors
Michigan
$38.1M +$37.4M +762,004 New
BWL
53
Bogart Wealth LLC
Virginia
$37M +$7.34M +149,557 +25%
EB
54
Eastern Bank
Massachusetts
$36.7M -$370K -7,528 -1%
AWM
55
AE Wealth Management
Kansas
$36M -$521K -10,609 -1%
NSLI
56
Nan Shan Life Insurance
Taiwan
$35.4M
CCA
57
Conservest Capital Advisors
Pennsylvania
$33.4M +$32.8M +668,492 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$32.7M +$1.41M +28,821 +5%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$32.6M +$1.24M +25,175 +4%
TGAM
60
TBH Global Asset Management
Tennessee
$32M -$1.13M -23,080 -3%
MWP
61
Madison Wealth Partners
Wisconsin
$31.4M +$3.22M +65,655 +12%
RCG
62
Rock Creek Group
District of Columbia
$30.9M +$6.43M +130,895 +29%
CA
63
Cetera Advisors
Colorado
$30.7M +$1.46M +29,834 +5%
Stifel Financial
64
Stifel Financial
Missouri
$29.8M +$3.26M +66,439 +13%
SIAS
65
Summit Investment Advisory Services
Minnesota
$29.1M +$28.6M +582,158 New
SAS
66
Sanford Advisory Services
Michigan
$27.3M -$1.04M -21,281 -4%
E
67
ETFidea
New York
$27.2M +$642K +13,072 +2%
OCM
68
One Capital Management
California
$26.5M +$2.46M +50,054 +10%
AAS
69
Avantax Advisory Services
Texas
$26.2M -$1.66M -33,869 -6%
PAG
70
Private Advisor Group
New Jersey
$25.9M -$1.4M -28,559 -2%
ODG
71
O'Dell Group
Ohio
$25.7M +$195K +3,970 +0.8%
AOI
72
Auto-Owners Insurance
Michigan
$25.7M +$25.3M +514,500 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$25.4M -$1.66M -33,848 -7%
WIM
74
WealthPlan Investment Management
Nebraska
$25.3M -$224K -4,568 -0.9%
WP
75
WealthPLAN Partners
Nebraska
$25.2M +$24M +488,181 New

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.