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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
AC
826
Asio Capital
Kentucky
$25K +$24.5K +500 New
BCM
827
Bourgeon Capital Management
Connecticut
$24.5K
CJL
828
Cyrus J. Lawrence
New York
$24K +$23.6K +480 New
TCM
829
Tradewinds Capital Management
Washington
$24K +$23.6K +480 New
BCMLT
830
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K -$15.2K -310 -40%
CIM
831
Contravisory Investment Management
Massachusetts
$23.2K
TFGT
832
TS Financial Group (TSFG)
Illinois
$23K +$49 +1 +0.2%
BWM
833
BerganKDV Wealth Management
Minnesota
$21.4K
AIP
834
Ameritas Investment Partners
Nebraska
$21.4K +$21K +427 New
FCA
835
Fortis Capital Advisors
Kansas
$20K +$19.6K +400 New
OSAM
836
O'Shaughnessy Asset Management
Connecticut
$19.6K
CAM
837
Costello Asset Management
Pennsylvania
$19.5K
TCOV
838
Trust Company of Vermont
Vermont
$19.1K
GJIA
839
Glass Jacobson Investment Advisors
Maryland
$19K +$18.7K +380 New
TWM
840
Tradition Wealth Management
Minnesota
$19K +$245 +5 +1%
AP
841
Arlington Partners
Alabama
$16.3K +$16K +325 New
JWA
842
JFS Wealth Advisors
Pennsylvania
$15.4K
GWSA
843
Global Wealth Strategies & Associates
Colorado
$15.2K +$14.9K +304 New
MBFW
844
Morton Brown Family Wealth
Pennsylvania
$14.9K
LWP
845
Laurel Wealth Planning
Minnesota
$13.9K
BTI
846
Blue Trust Inc
Georgia
$13K -$21.3K -434 -59%
PK
847
Pflug Koory
Nebraska
$13K
BLC
848
Brown, Lisle/Cummings
Rhode Island
$12.5K
MS
849
Madden Securities
Texas
$12.5K +$12.3K +250 New
AF
850
Affiance Financial
Minnesota
$12K +$11.8K +240 New

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.