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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
VF
801
VitalStone Financial
Texas
$47K +$45.6K +928 New
CCA
802
Column Capital Advisors
Indiana
$46.8K
PMFA
803
Plante Moran Financial Advisors
Michigan
$43.3K
KHC
804
Koesten Hirschmann & Crabtree
Kansas
$40K +$39.3K +800 New
HCM
805
Hollencrest Capital Management
California
$39.5K +$38.8K +790 New
JFA
806
JNBA Financial Advisors
Minnesota
$38.8K
LFA
807
LGT Financial Advisors
Texas
$38.8K +$38.1K +776 New
HWMA
808
Heritage Wealth Management (Arizona)
Arizona
$38K +$18.7K +380 +100%
TWA
809
Tandem Wealth Advisors
Arizona
$36.8K +$36.1K +736 New
HS
810
Horan Securities
United States
$36.5K +$24.9K +507 +226%
TAM
811
Tucker Asset Management
Colorado
$36.5K
AWM
812
Accurate Wealth Management
Florida
$36.5K +$35.2K +718 New
FA
813
Fiduciary Alliance
South Carolina
$34.1K +$33.5K +683 New
GI
814
Gradient Investments
Minnesota
$32.9K +$11.1K +227 +53%
WT
815
Whittier Trust
California
$31.9K +$442 +9 +1%
RA
816
Rise Advisors
New York
$31.8K -$687 -14 -2%
PAIM
817
Punch & Associates Investment Management
Minnesota
$31.6K
JWM
818
Janiczek Wealth Management
Colorado
$30.7K
MPCL
819
My Personal CFO LLC
Washington
$29.7K +$29.1K +593 New
SSC
820
Syverson Strege & Co
Iowa
$29.5K +$196 +4 +0.7%
CFO
821
CVA Family Office
Colorado
$27.5K
GWANC
822
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.1K +$24.7K +503 New
IBOK
823
Independence Bank of Kentucky
Kentucky
$25K
WT
824
Washington Trust
Rhode Island
$25K
ZIG
825
Zullo Investment Group
Pennsylvania
$25K

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.