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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$43.9M -$130K -2,067 -0.3%
AOI
52
Auto-Owners Insurance
Michigan
$42.3M +$11M +175,000 +34%
CCA
53
Conservest Capital Advisors
Pennsylvania
$42M -$7.29M -115,584 -14%
SPIA
54
Steward Partners Investment Advisory
New York
$39.8M +$1.57M +24,956 +4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$37.7M +$6.05M +95,943 +18%
SPC
56
Sigma Planning Corp
Michigan
$37.1M -$2.83M -44,819 -7%
OC
57
Oppenheimer & Co
New York
$36.1M +$1.52M +24,044 +4%
ODG
58
O'Dell Group
Ohio
$36.1M -$307K -4,862 -0.8%
NA
59
NewEdge Advisors
Louisiana
$36.1M +$4.76M +75,413 +15%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$36.1M -$1.73M -27,354 -4%
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$34.5M +$2.03M +32,189 +6%
JWCA
62
J.W. Cole Advisors
Florida
$34.5M +$3.51M +55,690 +11%
DOA
63
D'Orazio & Associates
Virginia
$34.3M -$1.11M -17,638 -3%
LFS
64
Legacy Financial Strategies
Kansas
$33.3M +$531K +8,420 +2%
Comerica Bank
65
Comerica Bank
Texas
$33.1M -$3.69M -58,424 -10%
VDI
66
Vaughan David Investments
Illinois
$32.4M +$576K +9,136 +2%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$32M +$1.54M +24,470 +5%
WFM
68
Wolff Financial Management
Michigan
$31.2M -$92.7K -1,470 -0.3%
XF
69
XML Financial
Maryland
$30.9M +$2.08M +32,908 +7%
WA
70
Waverly Advisors
Alabama
$30.1M +$19.2M +304,484 +163%
SCI
71
Silver Coast Investments
United States
$29.3M -$3.33M -52,712 -10%
DI
72
DAGCO Inc
Ohio
$28.5M +$5.38M +85,350 +23%
AWS
73
Atria Wealth Solutions
New York
$26.1M -$1.82M -28,788 -6%
AWM
74
Altus Wealth Management
Kentucky
$25.9M +$643K +10,193 +2%
PWM
75
Provident Wealth Management
Tennessee
$25.2M +$1.33M +21,027 +5%

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.