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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
LWM
876
LJI Wealth Management
Indiana
$231K +$1.08K +18 +0.5%
TFA
877
Tobias Financial Advisors
Florida
$230K +$221K +3,669 New
ACM
878
Advisors Capital Management
New Jersey
$230K +$5.24K +87 +2%
AMM
879
American Money Management
California
$230K -$11.6K -192 -5%
GWSG
880
GPS Wealth Strategies Group
Colorado
$229K +$53.1K +881 +32%
NAS
881
Nicolet Advisory Services
Wisconsin
$228K -$26.2K -434 -11%
AG
882
Ascent Group
Virginia
$228K -$58.2K -965 -21%
PMFA
883
Plante Moran Financial Advisors
Michigan
$228K – – –
MIM
884
MTM Investment Management
South Carolina
$227K – – –
FFA
885
Founders Financial Alliance
North Carolina
$227K +$1.15K +19 +0.5%
BFG
886
Berger Financial Group
Minnesota
$226K – – –
SWIG
887
Strategic Wealth Investment Group
Kentucky
$223K +$215K +3,573 New
MM
888
Meridian Management
Arkansas
$221K -$6.81K -113 -3%
BF
889
Brogan Financial
Tennessee
$220K +$1.33K +22 +0.6%
HNB
890
Huntington National Bank
Ohio
$219K – – –
FI
891
FWG Investments
Kentucky
$218K +$209K +3,474 New
OCM
892
One Capital Management
California
$216K +$208K +3,449 New
SQA
893
Simon Quick Advisors
New Jersey
$216K +$208K +3,443 New
BFA
894
Bragg Financial Advisors
North Carolina
$216K +$207K +3,440 New
PFG
895
Pinnacle Financial Group
Illinois
$215K +$207K +3,430 New
AT
896
Arlington Trust
Alabama
$215K – – –
TWCA
897
Two West Capital Advisors
Kansas
$214K +$206K +3,421 New
MNBTD
898
Moody National Bank Trust Division
Texas
$213K +$205K +3,404 New
GP
899
Geneva Partners
Wisconsin
$213K +$205K +3,395 New
SF
900
Safeguard Financial
Wisconsin
$212K +$204K +3,389 New
34 35
36
37 38

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.