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iShares Core Dividend Growth ETF
DGRO

1,042 hedge funds and large institutions have $16.9B invested in iShares Core Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 448 increasing their positions, 341 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,182% more call options, than puts

Call options by funds: $95M | Put options by funds: $715K

194% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 34

31% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 341

11% more capital invested

Capital invested by funds: $15.2B → $16.9B (+$1.7B)

6% more funds holding

Funds holding: 987 → 1,042 (+55)

2% more funds holding in top 10

Funds holding in top 10: 112 → 114 (+2)

0.45% less ownership

Funds ownership: 56.19% → 55.74% (-0.45%)

Holders
1,042
Holders Change
+55
Holders Change %
+5.57%
% of All Funds
14.96%
Holding in Top 10
114
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
100
Increased
448
Reduced
341
Closed
34
Calls
$95M
Puts
$715K
Net Calls
+$94.2M
Net Calls Change
+$86.8M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$148M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$69.1M
3
HI
Horizon Investments
North Carolina
+$50.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$42.2M
5
MML Investors Services
MML Investors Services
Massachusetts
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$110M
2
SFC
Strategic Financial Concepts
Texas
-$76.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$61.8M
4
SWP
Strategic Wealth Partners
Ohio
-$44.9M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGA
826
Hobbs Group Advisors
South Carolina
$289K +$13.7K +228 +5%
BFIM
827
Beese Fulmer Investment Management
Ohio
$288K – – –
SAA
828
Southeast Asset Advisors
Georgia
$287K -$2.17K -36 -0.8%
EL
829
Essex LLC
Illinois
$286K – – –
HWP
830
Hibernia Wealth Partners
Louisiana
$284K +$2.77K +46 +1%
NWA
831
Navis Wealth Advisors
New York
$282K – – –
CAG
832
Curtis Advisory Group
California
$282K – – –
AMCA
833
Arthur M. Cohen & Associates
Illinois
$281K – – –
SYBT
834
Stock Yards Bank & Trust
Kentucky
$278K -$27.1K -450 -9%
BJL
835
Brighton Jones LLC
Washington
$275K +$30K +498 +13%
CRWM
836
Castle Rock Wealth Management
California
$273K +$4.7K +78 +2%
GAA
837
Guardian Asset Advisors
Pennsylvania
$272K -$167K -2,776 -39%
CW
838
CIC Wealth
Maryland
$271K -$7.42K -123 -3%
PWP
839
Perfromance Wealth Partners
Illinois
$267K +$257K +4,265 New
SAM
840
SP Asset Management
California
$267K +$1.21K +20 +0.5%
WJA
841
Willis Johnson & Associates
Texas
$264K -$58.5K -970 -19%
WW
842
Waterfront Wealth
Kansas
$263K +$60 +1 +0%
LA
843
LM Advisors
California
$263K – – –
BFS
844
Bradley Foster & Sargent
Connecticut
$263K +$22.9K +380 +10%
OC
845
Oarsman Capital
Wisconsin
$262K +$252K +4,187 New
WIM
846
Westside Investment Management
California
$261K -$4.64K -77 -2%
DWP
847
Daymark Wealth Partners
Ohio
$258K +$1.15K +19 +0.5%
FWP
848
Firethorn Wealth Partners
Georgia
$257K +$60 +1 +0%
NP
849
NorthRock Partners
Minnesota
$255K -$37.9K -628 -13%
FFA
850
Florida Financial Advisors
Florida
$254K +$10.4K +173 +4%
32 33
34
35 36

DGRO Hedge Fund Activity: Q3 2024 in Review

1,042 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2024, worth a combined $16.9B — up 11% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DGRO positions and 34 closed out — a net gain of 66 holders — while 448 added to existing stakes and 341 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $148M. The largest seller was Goldman Sachs, cutting an estimated $110M.

  • 1,042 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2024, up from 987 in Q2 2024.
  • Funds reported $16.9B of iShares Core Dividend Growth ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 100 funds opened new iShares Core Dividend Growth ETF positions in Q3 2024 and 34 closed out, a net change of +66 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $148M added.
  • The largest iShares Core Dividend Growth ETF seller in Q3 2024 was Goldman Sachs, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2024.