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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
AMCA
726
Arthur M. Cohen & Associates
Illinois
$225K
RFA
727
Resurgent Financial Advisors
Georgia
$223K +$219K +4,467 New
JAG
728
Journey Advisory Group
Kentucky
$223K +$218K +4,450 New
AWM
729
Alterna Wealth Management
Texas
$221K +$217K +4,422 New
DWT
730
Dorsey & Whitney Trust
South Dakota
$219K +$215K +4,375 New
BDFN
731
Bond & Devick Financial Network
Minnesota
$218K +$214K +4,369 New
RIM
732
Regent Investment Management
Kentucky
$217K +$213K +4,345 New
HIM
733
Hotaling Investment Management
Pennsylvania
$216K -$125K -2,550 -37%
BSW
734
Buckingham Strategic Wealth
Missouri
$215K -$366K -7,461 -63%
TF
735
TIAA FSB
Florida
$213K -$18.1K -368 -8%
LA
736
Lane & Associates
New Jersey
$212K +$208K +4,239 New
CSWM
737
Cassady Schiller Wealth Management
Ohio
$211K -$31.7K -646 -13%
PAWA
738
Palo Alto Wealth Advisors
California
$209K +$205K +4,180 New
GWM
739
GDS Wealth Management
Texas
$209K +$205K +4,173 New
S
740
SignatureFD
Georgia
$207K -$11.1K -226 -5%
BFS
741
Bradley Foster & Sargent
Connecticut
$207K +$203K +4,142 New
GCAC
742
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K +$196K +4,000 New
CFA
743
Camarda Financial Advisors
Florida
$201K +$198K +4,025 New
SCM
744
Stordahl Capital Management
Colorado
$200K +$196K +4,000 New
GFWA
745
Grey Fox Wealth Advisors
Delaware
$195K +$192K +3,902 New
AIM
746
Anchor Investment Management
South Carolina
$195K +$1.47K +30 +0.8%
BCWM
747
Bartlett & Co Wealth Management
Ohio
$188K -$37.5K -763 -17%
BC
748
Bartlett & Co
Ohio
$188K -$37.5K -763 -17%
FFA
749
Founders Financial Alliance
North Carolina
$181K -$169K -3,446 -49%
UB
750
UMB Bank
Missouri
$181K

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.