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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
AWA
751
Alta Wealth Advisors
Massachusetts
$437K -$36.1K -572 -7%
FNBT
752
FineMark National Bank & Trust
Florida
$436K
CA
753
Capital Advantage
California
$435K +$448K +7,098 New
AQR Capital Management
754
AQR Capital Management
Connecticut
$435K -$19.7K -313 -4%
DWM
755
Dynasty Wealth Management
Florida
$434K +$446K +7,074 New
PW
756
Potentia Wealth
California
$433K +$446K +7,064 New
BWM
757
BKM Wealth Management
Wisconsin
$432K -$19.4K -308 -4%
CAGAS
758
Capital Advisory Group Advisory Services
Minnesota
$430K +$140K +2,215 +46%
NEPWA
759
New England Private Wealth Advisors
Massachusetts
$429K +$1.32K +21 +0.3%
CWAF
760
Core Wealth Advisors (Florida)
Florida
$429K +$4.61K +73 +1%
CCA
761
Clearwater Capital Advisors
Illinois
$428K +$440K +6,974 New
AF
762
Apollon Financial
South Carolina
$427K +$48.9K +775 +13%
HDIM
763
Hanson & Doremus Investment Management
Vermont
$426K -$189 -3 -0%
FCCM
764
First City Capital Management
Georgia
$425K
CIC
765
Carnegie Investment Counsel
Ohio
$421K
AWM
766
Alterna Wealth Management
Texas
$420K
MSFS
767
Main Street Financial Solutions
Pennsylvania
$419K -$482K -7,634 -53%
RWM
768
Riverchase Wealth Management
Texas
$419K +$431K +6,835 New
KeyBank National Association
769
KeyBank National Association
Ohio
$419K +$79.8K +1,265 +23%
SG
770
Stanich Group
New York
$418K +$430K +6,812 New
EWM
771
Evermay Wealth Management
Virginia
$417K -$30.3K -480 -7%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$416K
RIL
773
Rothschild Investment LLC
Illinois
$415K +$13.8K +218 +3%
RFN
774
RDA Financial Network
Iowa
$412K -$84.5K -1,339 -17%
BJL
775
Brighton Jones LLC
Washington
$411K +$145K +2,304 +52%

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.