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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
SGI
851
Summit Global Investments
Utah
$251K – – –
VF
852
Virtu Financial
New York
$251K +$241K +4,000 New
GCAC
853
Guardian Capital Advisors (Canada)
Ontario, Canada
$250K – – –
SPP
854
Single Point Partners
Massachusetts
$248K -$3.68K -61 -2%
Millennium Management
855
Millennium Management
New York
$248K +$238K +3,950 New
GFS
856
GYL Financial Synergies
Connecticut
$246K +$237K +3,930 New
ATPW
857
Ashton Thomas Private Wealth
Arizona
$244K +$221K +3,672 +1,611%
M&T Bank
858
M&T Bank
New York
$244K – – –
FCFC
859
First Commonwealth Financial Corp
Pennsylvania
$244K -$78.4K -1,301 -25%
AWM
860
Abound Wealth Management
Tennessee
$243K +$234K +3,883 New
GWM
861
GDS Wealth Management
Texas
$243K – – –
HCC
862
Hirtle Callaghan & Co
Pennsylvania
$243K – – –
KFI
863
Key Financial Inc
Pennsylvania
$242K – – –
NL
864
NWAM LLC
Washington
$241K +$232K +3,849 New
CJ
865
Caitlin John
Michigan
$241K +$52.3K +868 +30%
SA
866
SpiderRock Advisors
Delaware
$238K +$229K +3,804 New
Bessemer Group
867
Bessemer Group
New Jersey
$238K -$60.3K -1,000 -21%
FNA
868
First National Advisers
Nebraska
$237K +$1.51K +25 +0.7%
PWLP
869
Prio Wealth Limited Partnership
Massachusetts
$236K +$13K +216 +6%
TC
870
TAP Consulting
Missouri
$235K -$3.01K -50 -1%
FFB
871
First Financial Bankshares
Texas
$235K +$5.85K +97 +3%
AAG
872
Armstrong Advisory Group
Massachusetts
$234K +$7.23K +120 +3%
HWA
873
HHM Wealth Advisors
Tennessee
$234K – – –
T
874
TNF
Montana
$232K +$223K +3,693 New
VPIM
875
Vanguard Personalized Indexing Management
California
$232K -$20.5K -340 -8%
33 34
35
36 37

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.