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iShares Core Dividend Growth ETF
DGRO

986 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 370 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $7.13M

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

2% more funds holding

Funds holding: 964 → 986 (+22)

1% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 370

1% more funds holding in top 10

Funds holding in top 10: 116 → 117 (+1)

0% less capital invested

Capital invested by funds: $15B → $15B (-$31.5M)

4.28% less ownership

Funds ownership: 59.58% → 55.31% (-4.3%)

Holders
986
Holders Change
+22
Holders Change %
+2.28%
% of All Funds
14.2%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.69%
New
95
Increased
374
Reduced
370
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$131M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$81.3M
3
LPL Financial
LPL Financial
California
+$41.5M
4
HI
Horizon Investments
North Carolina
+$33.1M
5
SPC
Sigma Planning Corp
Michigan
+$26.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.12B
2
Ameriprise
Ameriprise
Minnesota
-$122M
3
NA
NewEdge Advisors
Louisiana
-$62.5M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56M
5
GC
Gratus Capital
Georgia
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
776
Fisher Asset Management
Washington
$290K -$9.11K -164 -3%
SCM
777
SOL Capital Management
Maryland
$290K – – –
PTC
778
Philadelphia Trust Company
Pennsylvania
$287K +$43.9K +790 +19%
BWA
779
BCU Wealth Advisors
Illinois
$285K +$1.17K +21 +0.4%
GWMR
780
GC Wealth Management RIA
Massachusetts
$284K – – –
CWM
781
Congress Wealth Management
Massachusetts
$283K -$196K -3,539 -42%
JWM
782
Janiczek Wealth Management
Colorado
$283K +$237K +4,274 +712%
CFB
783
Cullen/Frost Bankers
Texas
$283K – – –
RMDI
784
R.M. Davis Inc
Maine
$282K – – –
IF
785
Integrity Financial
Wyoming
$280K -$2.55K -46 -0.9%
TA
786
TrueWealth Advisors
Alabama
$280K -$131K -2,366 -33%
CTI
787
Community Trust & Investment
Kentucky
$279K -$14.8K -267 -5%
IW
788
Imprint Wealth
South Carolina
$278K +$268K +4,823 New
EAMA
789
EFG Asset Management (Americas)
Florida
$278K -$754K -13,578 -74%
MCM
790
Mattern Capital Management
Colorado
$275K -$139K -2,503 -35%
FTUS
791
Flow Traders U.S.
New York
$274K +$262K +4,712 New
SYBT
792
Stock Yards Bank & Trust
Kentucky
$273K -$4.55K -82 -2%
RIA
793
Realta Investment Advisors
Delaware
$272K +$167 +3 +0.1%
DWT
794
Dorsey & Whitney Trust
South Dakota
$271K – – –
SAA
795
Southeast Asset Advisors
Georgia
$268K – – –
BFIM
796
Beese Fulmer Investment Management
Ohio
$267K – – –
MF
797
Montis Financial
Massachusetts
$266K – – –
CIR
798
Clear Investment Research
Georgia
$265K -$3.77K -68 -1%
GC
799
Grimes & Company
Massachusetts
$265K -$111K -1,996 -30%
EL
800
Essex LLC
Illinois
$265K – – –
30 31
32
33 34

DGRO Hedge Fund Activity: Q1 2024 in Review

986 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2024, worth a combined $15B — down 0.21% from $15B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DGRO positions and 62 closed out — a net gain of 33 holders — while 374 added to existing stakes and 370 trimmed.

The largest buyer was BlackRock, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $1.12B.

  • 986 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2024, up from 964 in Q4 2023.
  • Funds reported $15B of iShares Core Dividend Growth ETF stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 95 funds opened new iShares Core Dividend Growth ETF positions in Q1 2024 and 62 closed out, a net change of +33 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2024 was BlackRock, an estimated $131M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.