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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
TIM
851
Tortoise Investment Management
New York
$10.3K
YDMI
852
Y.D. More Investments
Israel
$10K +$9.82K +200 New
TFA
853
Transamerica Financial Advisors
Florida
$9K
FPFS
854
First Personal Financial Services
North Carolina
$8.5K
DWA
855
Delos Wealth Advisors
Texas
$8.45K
MA
856
Montag & Associates
Georgia
$7.95K
WWM
857
Wolff Wiese Magana
California
$7.05K
BEI
858
Benjamin Edwards Inc
Missouri
$7K
LOIP
859
Live Oak Investment Partners
Texas
$6.9K
CB
860
CNB Bank
Pennsylvania
$6.2K
DI
861
Disciplined Investments
Oklahoma
$5.4K +$49 +1 +0.9%
MTIC
862
Missouri Trust & Investment Company
Missouri
$5K
IHWM
863
Iron Horse Wealth Management
Iowa
$4K +$4.27K +87 New
TC
864
Truvestments Capital
Florida
$3.25K
MIM
865
Macroview Investment Management
Maryland
$3.1K
TRCT
866
Tower Research Capital (TRC)
New York
$3K -$3.21M -65,381 -100%
DWP
867
Destiny Wealth Partners
Florida
$2.75K +$2.7K +55 New
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$2.55K +$2.5K +51 New
NMG
869
New Millennium Group
Utah
$2.48K +$49 +1 +2%
RFA
870
Register Financial Advisors
Georgia
$2.05K +$2.01K +41 New
SCA
871
Stonebridge Capital Advisors
Minnesota
$1.91K
FGAM
872
Financial Gravity Asset Management
Texas
$1.2K +$2.45K +50 New
PWS
873
Paragon Wealth Strategies
Florida
$326 +$49 +1 +17%
WIM
874
Westside Investment Management
California
$312 +$14.2K +289 +5%
BA
875
Bellwether Advisors
Nebraska
$200 +$196 +4 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.