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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
BAAM
776
Baker Avenue Asset Management
California
$84.8K +$83.3K +1,696 New
EI
777
Ellevest Inc
New York
$82.8K -$14.9K -303 -15%
CIR
778
Clear Investment Research
Georgia
$75K +$3.24K +66 +5%
AWM
779
Angeles Wealth Management
California
$75K +$73.6K +1,500 New
JGIA
780
Jackson Grant Investment Advisers
Connecticut
$74.6K +$98 +2 +0.1%
MA
781
MCF Advisors
Kentucky
$72.8K +$9.72K +198 +16%
WWP
782
WR Wealth Planners
Missouri
$71.4K -$7.31K -149 -9%
LC
783
Lindbrook Capital
California
$69K
SCA
784
Stuart Chaussee & Associates
California
$67.5K
CWC
785
Carolinas Wealth Consulting
North Carolina
$62.6K +$61.5K +1,253 New
GIA
786
GHP Investment Advisors
Colorado
$62.1K
CTC
787
Central Trust Company
Missouri
$61.6K +$60.5K +1,232 New
FWP
788
FAS Wealth Partners
Kansas
$61.3K +$12.2K +248 +25%
BAM
789
Bellevue Asset Management
Washington
$60.3K
BWM
790
Baystate Wealth Management
Massachusetts
$60K -$27K -550 -31%
Franklin Resources
791
Franklin Resources
California
$59.6K +$4.37K +89 +8%
FMII
792
Farmers & Merchants Investments Inc
Nebraska
$59.5K +$21.4K +435 +58%
LF
793
Lee Financial
Texas
$58.6K
HWA
794
Heritage Wealth Advisors
Virginia
$57.9K
TWA
795
TCI Wealth Advisors
Arizona
$54.8K +$393 +8 +0.7%
UCB
796
United Community Bank
South Carolina
$53.4K +$52.4K +1,067 New
MHR
797
Matthew Hamilton Rosenberg
$52.2K
CAS
798
Coppell Advisory Solutions
Texas
$48K +$47.1K +960 New
CASC
799
Coppell Advisory Solutions Corp
Texas
$48K +$47.1K +960 New
PP
800
PrairieView Partners
Minnesota
$47K

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.