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iShares Core Dividend Growth ETF

1,122 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 451 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 58

43% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.07M

25% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 361

8% more funds holding

Funds holding: 1,0421,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114122 (+8)

6% more capital invested

Capital invested by funds: $16.9B → $17.8B (+$938M)

0.11% more ownership

Funds ownership: 55.74%55.84% (+0.11%)

Holders
1,122
Holders Change
+80
Holders Change %
+7.68%
% of All Funds
14.78%
Holding in Top 10
122
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.02%
% of All Funds
1.61%
New
164
Increased
451
Reduced
361
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
801
Wilmington Savings Fund Society
Delaware
$379K +$11.9K +188 +3%
LSIA
802
LaSalle St. Investment Advisors
Illinois
$377K +$389K +6,160 New
GC
803
Grimes & Company
Massachusetts
$376K +$91K +1,442 +31%
CA
804
Continuum Advisory
Idaho
$375K -$7.95K -126 -2%
RBC
805
Romano Brothers & Co
Illinois
$370K +$2.4K +38 +0.6%
OFS
806
Orrstown Financial Services
Pennsylvania
$369K
SF
807
Symphony Financial
Texas
$369K +$17.2K +272 +5%
TCM
808
Tandem Capital Management
New Jersey
$369K -$5.68K -90 -1%
CWA
809
Continuum Wealth Advisors
New York
$368K +$17.2K +272 +5%
FPWM
810
FSB Premier Wealth Management
Iowa
$367K +$49.4K +783 +15%
BWP
811
Balboa Wealth Partners
Arizona
$365K -$1.19M -18,841 -76%
SP
812
Stonebrook Private
Michigan
$364K -$21.6K -343 -5%
SIC
813
Sterling Investment Counsel
New York
$363K -$1.81M -28,724 -83%
FFWM
814
Future Financial Wealth Management
Ohio
$362K -$631 -10 -0.2%
TCBWMS
815
Texas Capital Bank Wealth Management Services
Texas
$361K +$820 +13 +0.2%
CFG
816
Citizens Financial Group
Rhode Island
$357K -$226K -3,582 -38%
BFC
817
Bedel Financial Consulting
Indiana
$352K +$3.28K +52 +1%
AF
818
Abound Financial
California
$350K +$360K +5,705 New
VA
819
Vident Advisory
Georgia
$350K
CPSC
820
Carl P. Sherr & Co
Massachusetts
$348K
SC
821
Soundwatch Capital
Connecticut
$347K +$24.2K +384 +7%
Empower Advisory Group
822
Empower Advisory Group
Colorado
$346K +$37.9K +600 +12%
SAM
823
Silvercrest Asset Management
New York
$346K -$42.4K -672 -11%
PA
824
Procyon Advisors
Connecticut
$341K +$351K +5,565 New
RFP
825
Root Financial Partners
California
$341K +$350K +5,554 New

DGRO Hedge Fund Activity: Q4 2024 in Review

1,122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2024, worth a combined $17.8B — up 5.6% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new DGRO positions and 58 closed out — a net gain of 106 holders — while 451 added to existing stakes and 361 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $451M. The largest seller was BlackRock, cutting an estimated $245M.

  • 1,122 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2024, up from 1,042 in Q3 2024.
  • Funds reported $17.8B of iShares Core Dividend Growth ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
  • 164 funds opened new iShares Core Dividend Growth ETF positions in Q4 2024 and 58 closed out, a net change of +106 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $451M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2024 was BlackRock, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2024.