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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
SWA
876
Sutton Wealth Advisors
Florida
$33
TA
877
Townsend & Associates
Colorado
-$4.48M -90,875 Closed
FTUS
878
Flow Traders U.S.
New York
-$2.72M -61,191 Closed
JWWM
879
Johnson & White Wealth Management
Pennsylvania
-$2.51M -56,448 Closed
FWI
880
Facet Wealth Inc
Maryland
-$2.69M -54,951 Closed
NL
881
NWAM LLC
Washington
-$1.02M -22,961 Closed
CFCI
882
Comprehensive Financial Consultants Institutional
Indiana
-$773K -16,844 Closed
MWM
883
Mission Wealth Management
California
-$679K -15,275 Closed
HF
884
HRT Financial
New York
-$657K -14,785 Closed
CCMD
885
Cypress Capital Management (Delaware)
Delaware
-$636K -14,300 Closed
HGERS
886
Householder Group Estate & Retirement Specialist
Arizona
-$613K -13,803 Closed
HIC
887
Hartline Investment Corp
Illinois
-$524K -11,777 Closed
Marshall Wace
888
Marshall Wace
United Kingdom
-$520K -11,700 Closed
ACK
889
Andrew C. Karlinski
-$483K -10,861 Closed
VF
890
Virtu Financial
New York
-$448K -10,086 Closed
Millennium Management
891
Millennium Management
New York
-$327K -7,364 Closed
ACG
892
Allen Capital Group
Nebraska
-$315K -7,077 Closed
ML
893
McAdam LLC
Pennsylvania
-$303K -6,804 Closed
DSAM
894
Dock Street Asset Management
Florida
-$273K -6,148 Closed
WWA
895
WCG Wealth Advisors
Nevada
-$441K -5,607 Closed
OBWG
896
Onyx Bridge Wealth Group
New York
-$244K -5,482 Closed
PFA
897
Pettinga Financial Advisors
Indiana
-$239K -5,375 Closed
SIM
898
Stratos Investment Management
Ohio
-$239K -5,370 Closed
MA
899
MAS Advisors
Florida
-$233K -5,232 Closed
CF
900
Copperwynd Financial
Arizona
-$232K -5,208 Closed

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.