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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
BA
801
Bluesphere Advisors
Pennsylvania
$262K +$251K +4,520 New
S
802
SignatureFD
Georgia
$262K +$16.2K +291 +7%
NWA
803
Navis Wealth Advisors
New York
$262K – – –
WJA
804
Willis Johnson & Associates
Texas
$261K -$1.67K -30 -0.7%
AMCA
805
Arthur M. Cohen & Associates
Illinois
$261K – – –
CAG
806
Curtis Advisory Group
California
$261K – – –
AAG
807
Accordant Advisory Group
Maryland
$261K +$250K +4,497 New
NP
808
NorthRock Partners
Minnesota
$260K +$29K +522 +13%
TTWM
809
TCV Trust & Wealth Management
Virginia
$259K – – –
CW
810
CIC Wealth
Maryland
$258K -$2.11K -38 -0.8%
TPWA
811
TRUE Private Wealth Advisors
Oregon
$257K +$2.94K +53 +1%
TFA
812
Teamwork Financial Advisors
Texas
$256K -$12.7K -228 -5%
TIAA Trust, National Association
813
TIAA Trust, National Association
North Carolina
$255K -$127K -2,291 -34%
FCI
814
Financial Counselors Inc
Kansas
$253K – – –
RBC
815
Romano Brothers & Co
Illinois
$251K – – –
CSWM
816
Cassady Schiller Wealth Management
Ohio
$247K -$111 -2 -0%
ACA
817
American Capital Advisory
Idaho
$246K +$46.2K +832 +20%
FWP
818
Firethorn Wealth Partners
Georgia
$246K -$666 -12 -0.3%
PMFA
819
Plante Moran Financial Advisors
Michigan
$245K +$141K +2,536 +150%
SAM
820
SP Asset Management
California
$245K +$944 +17 +0.4%
LA
821
LM Advisors
California
$244K – – –
VPIM
822
Vanguard Personalized Indexing Management
California
$243K -$33.1K -597 -12%
M&T Bank
823
M&T Bank
New York
$241K +$230K +4,150 New
STA
824
Summit Trail Advisors
New York
$241K +$230K +4,143 New
SGI
825
Summit Global Investments
Utah
$239K +$777 +14 +0.3%
31 32
33
34 35

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.