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iShares Core Dividend Growth ETF
DGRO

987 hedge funds and large institutions have $15.2B invested in iShares Core Dividend Growth ETF in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 397 increasing their positions, 363 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $9.36M

25% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 57

9% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 363

1% more capital invested

Capital invested by funds: $15B → $15.2B (+$169M)

0.88% more ownership

Funds ownership: 55.31% → 56.19% (+0.88%)

0% more funds holding

Funds holding: 986 → 987 (+1)

4% less funds holding in top 10

Funds holding in top 10: 117 → 112 (-5)

Holders
987
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
14.25%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
1.62%
New
71
Increased
397
Reduced
363
Closed
57
Calls
$16.8M
Puts
$9.36M
Net Calls
+$7.47M
Net Calls Change
-$40.5M

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$113M
2
SFC
Strategic Financial Concepts
Texas
+$69.9M
3
KAS
Kestra Advisory Services
Texas
+$69.2M
4
LPL Financial
LPL Financial
California
+$59.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54.7M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$26.1M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$22.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$22M
4
MOS
MGO One Seven
Ohio
-$16.2M
5
PA
Prism Advisors
California
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
801
CIC Wealth
Maryland
$256K – – –
HGA
802
Hobbs Group Advisors
South Carolina
$252K +$250K +4,382 New
FCI
803
Financial Counselors Inc
Kansas
$252K – – –
S
804
SignatureFD
Georgia
$250K -$9.71K -170 -4%
RBC
805
Romano Brothers & Co
Illinois
$249K – – –
CRWM
806
Castle Rock Wealth Management
California
$247K +$1.26K +22 +0.5%
WIM
807
Westside Investment Management
California
$245K -$79.9K -1,398 -25%
SAM
808
SP Asset Management
California
$244K +$914 +16 +0.4%
TIAA Trust, National Association
809
TIAA Trust, National Association
North Carolina
$244K -$8.85K -155 -4%
LA
810
LM Advisors
California
$242K – – –
WW
811
Waterfront Wealth
Kansas
$242K – – –
CAGAS
812
Capital Advisory Group Advisory Services
Minnesota
$240K +$238K +4,170 New
EP
813
Edgestream Partners
New Jersey
$240K +$238K +4,159 New
BI
814
Bramshill Investments
Florida
$239K +$237K +4,156 New
NAS
815
Nicolet Advisory Services
Wisconsin
$239K – – –
DWP
816
Daymark Wealth Partners
Ohio
$236K +$234K +4,099 New
FWP
817
Firethorn Wealth Partners
Georgia
$236K -$7.71K -135 -3%
SHIM
818
Stone House Investment Management
Pennsylvania
$236K -$96.9K -1,697 -29%
GCAC
819
Guardian Capital Advisors (Canada)
Ontario, Canada
$233K – – –
VPIM
820
Vanguard Personalized Indexing Management
California
$233K -$8.74K -153 -4%
HNB
821
Huntington National Bank
Ohio
$232K – – –
SGI
822
Summit Global Investments
Utah
$231K -$6K -105 -3%
SPP
823
Single Point Partners
Massachusetts
$231K +$229K +4,012 New
SWA
824
Sax Wealth Advisors
New Jersey
$230K +$228K +3,996 New
FPWM
825
FSB Premier Wealth Management
Iowa
$227K +$571 +10 +0.3%
31 32
33
34 35

DGRO Hedge Fund Activity: Q2 2024 in Review

987 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2024, worth a combined $15.2B — up 1.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DGRO positions and 57 closed out — a net gain of 14 holders — while 397 added to existing stakes and 363 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $113M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $26.1M sold.

  • 987 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2024, up from 986 in Q1 2024.
  • Funds reported $15.2B of iShares Core Dividend Growth ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 71 funds opened new iShares Core Dividend Growth ETF positions in Q2 2024 and 57 closed out, a net change of +14 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q2 2024 was Wealthfront Advisers, an estimated $113M added.
  • The largest iShares Core Dividend Growth ETF seller in Q2 2024 was Lincoln National Corp, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.