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iShares Core Dividend Growth ETF
DGRO

986 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 370 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $7.13M

53% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 62

2% more funds holding

Funds holding: 964 → 986 (+22)

1% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 370

1% more funds holding in top 10

Funds holding in top 10: 116 → 117 (+1)

0% less capital invested

Capital invested by funds: $15B → $15B (-$31.5M)

4.28% less ownership

Funds ownership: 59.58% → 55.31% (-4.3%)

Holders
986
Holders Change
+22
Holders Change %
+2.28%
% of All Funds
14.2%
Holding in Top 10
117
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.86%
% of All Funds
1.69%
New
95
Increased
374
Reduced
370
Closed
62
Calls
$55.1M
Puts
$7.13M
Net Calls
+$48M
Net Calls Change
+$43.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$131M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$81.3M
3
LPL Financial
LPL Financial
California
+$41.5M
4
HI
Horizon Investments
North Carolina
+$33.1M
5
SPC
Sigma Planning Corp
Michigan
+$26.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.12B
2
Ameriprise
Ameriprise
Minnesota
-$122M
3
NA
NewEdge Advisors
Louisiana
-$62.5M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56M
5
GC
Gratus Capital
Georgia
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
876
Qube Research & Technologies (QRT)
United Kingdom
$145K +$27.8K +500 +25%
CPA
877
Cardiff Park Advisors
California
$144K +$722 +13 +0.5%
CTC
878
Central Trust Company
Missouri
$137K – – –
PPWM
879
PFG Private Wealth Management
Florida
$137K -$999 -18 -0.8%
DJSG
880
D.J. St. Germain
Massachusetts
$133K – – –
RP
881
Rowlandmiller & Partners
Georgia
$132K – – –
WT
882
Washington Trust
Rhode Island
$132K +$112K +2,015 +806%
BF
883
BOK Financial
Oklahoma
$121K -$52.1K -939 -31%
NS
884
NBC Securities
Alabama
$121K – – –
PCMC
885
Private Capital Management (Colorado)
Colorado
$118K +$2.72K +49 +2%
CWM
886
Cranbrook Wealth Management
Michigan
$114K – – –
Bessemer Group
887
Bessemer Group
New Jersey
$114K -$20.2K -364 -16%
WFA
888
West Financial Advisors
Iowa
$110K – – –
AAP
889
Arax Advisory Partners
Colorado
$106K +$555 +10 +0.5%
TAM
890
Tucker Asset Management
Colorado
$102K – – –
AIC
891
Archer Investment Corporation
Indiana
$95.3K – – –
MPWT
892
MassMutual Private Wealth & Trust
Connecticut
$92.5K +$6.22K +112 +8%
MA
893
MCF Advisors
Kentucky
$91.4K -$278 -5 -0.3%
CWC
894
Carolinas Wealth Consulting
North Carolina
$90.6K +$222 +4 +0.3%
OHWP
895
Oak Harbor Wealth Partners
North Carolina
$86.2K – – –
GG
896
Gleason Group
Kentucky
$83K +$444 +8 +0.6%
PA
897
Pineridge Advisors
Missouri
$80.9K -$111 -2 -0.1%
LC
898
Lindbrook Capital
California
$80.1K – – –
SCA
899
Stuart Chaussee & Associates
California
$78.3K – – –
CYG
900
Clean Yield Group
Vermont
$75.5K – – –
34 35
36
37 38

DGRO Hedge Fund Activity: Q1 2024 in Review

986 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2024, worth a combined $15B — down 0.21% from $15B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DGRO positions and 62 closed out — a net gain of 33 holders — while 374 added to existing stakes and 370 trimmed.

The largest buyer was BlackRock, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $1.12B.

  • 986 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2024, up from 964 in Q4 2023.
  • Funds reported $15B of iShares Core Dividend Growth ETF stock for Q1 2024, down 0.21% quarter-over-quarter.
  • 95 funds opened new iShares Core Dividend Growth ETF positions in Q1 2024 and 62 closed out, a net change of +33 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2024 was BlackRock, an estimated $131M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2024.