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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
FPGK
726
Financial Partners Group (Kansas)
Kansas
$476K +$2.02K +32 +0.4%
SW
727
SteelPeak Wealth
California
$476K
FIM
728
FWL Investment Management
Texas
$475K -$87.9K -1,394 -15%
SFS
729
Summit Financial Strategies
Ohio
$472K
BFS
730
Bradley Foster & Sargent
Connecticut
$472K +$221K +3,500 +83%
FA
731
Fortis Advisors
Pennsylvania
$470K +$81.3K +1,288 +20%
WCM
732
Whitener Capital Management
North Carolina
$469K
CSB
733
City State Bank
Iowa
$469K -$36.5K -578 -7%
AFO
734
Arrowroot Family Office
California
$468K -$182K -2,882 -27%
AUB
735
Atlantic Union Bankshares
Virginia
$467K
PFWA
736
Paces Ferry Wealth Advisors
Georgia
$466K +$315 +5 +0.1%
WJA
737
Willis Johnson & Associates
Texas
$465K +$213K +3,370 +80%
GWAG
738
Garrett Wealth Advisory Group
Texas
$462K -$19K -301 -4%
ACM
739
Ayrshire Capital Management
Connecticut
$462K +$13.4K +213 +3%
ICM
740
Intrepid Capital Management
Florida
$459K
DWT
741
Dorsey & Whitney Trust
South Dakota
$454K +$172K +2,719 +58%
TIAA Trust, National Association
742
TIAA Trust, National Association
North Carolina
$453K +$118K +1,876 +34%
CFP
743
Catalyst Financial Partners
Massachusetts
$453K
QCG
744
Quadrant Capital Group
Ohio
$452K -$21.4K -339 -4%
SFA
745
Sequoia Financial Advisors
Ohio
$449K -$134K -2,118 -22%
FCT
746
Family Capital Trust
Massachusetts
$448K
PWM
747
Perigon Wealth Management
California
$447K +$2.78K +44 +0.6%
RCAG
748
Rehmann Capital Advisory Group
Michigan
$442K -$10.5K -166 -2%
SBIA
749
Sheaff Brock Investment Advisors
Indiana
$441K +$63 +1 +0%
BFW
750
Brady Family Wealth
Missouri
$438K +$63 +1 +0%

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.