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iShares Core Dividend Growth ETF
DGRO

1,122 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 451 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 58

43% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.07M

25% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 361

8% more funds holding

Funds holding: 1,042 → 1,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114 → 122 (+8)

6% more capital invested

Capital invested by funds: $16.9B → $17.8B (+$938M)

0.11% more ownership

Funds ownership: 55.74% → 55.84% (+0.11%)

Holders
1,122
Holders Change
+80
Holders Change %
+7.68%
% of All Funds
14.78%
Holding in Top 10
122
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.02%
% of All Funds
1.61%
New
164
Increased
451
Reduced
361
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$451M
2
LPL Financial
LPL Financial
California
+$87.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$71.4M
4
Wells Fargo
Wells Fargo
California
+$58.8M
5
Mariner
Mariner
Kansas
+$56.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$245M
2
HI
Horizon Investments
North Carolina
-$172M
3
KAS
Kestra Advisory Services
Texas
-$74.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$55.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vontobel Holding
876
Vontobel Holding
Switzerland
$282K +$290K +4,600 New
S
877
Sachetta
Massachusetts
$282K -$116K -1,838 -29%
BFIM
878
Beese Fulmer Investment Management
Ohio
$282K – – –
CRWM
879
Castle Rock Wealth Management
California
$281K +$1.64K +26 +0.6%
SAA
880
Southeast Asset Advisors
Georgia
$280K – – –
EL
881
Essex LLC
Illinois
$280K – – –
NWA
882
Navis Wealth Advisors
New York
$276K – – –
AMCA
883
Arthur M. Cohen & Associates
Illinois
$276K – – –
CAG
884
Curtis Advisory Group
California
$276K – – –
AWA
885
Aaron Wealth Advisors
Illinois
$274K +$282K +4,473 New
MWP
886
Moller Wealth Partners
$273K +$281K +4,456 New
TCOV
887
Trust Company of Vermont
Vermont
$273K +$91.5K +1,450 +48%
SYBT
888
Stock Yards Bank & Trust
Kentucky
$272K – – –
CCM
889
Coldstream Capital Management
Washington
$269K -$37.8K -599 -12%
WMA
890
West Michigan Advisors
Michigan
$269K +$276K +4,381 New
IP
891
Integras Partners
Georgia
$266K +$273K +4,332 New
NA
892
Note Advisors
New York
$264K +$272K +4,308 New
SAM
893
SP Asset Management
California
$262K +$1.26K +20 +0.5%
FWI
894
Facet Wealth Inc
Maryland
$262K +$261K +4,139 New
WW
895
Waterfront Wealth
Kansas
$260K +$3.15K +50 +1%
OC
896
Oarsman Capital
Wisconsin
$260K +$2.84K +45 +1%
AAP
897
Arax Advisory Partners
Colorado
$259K +$150K +2,372 +128%
ACM
898
Advisors Capital Management
New Jersey
$258K +$33.8K +535 +15%
ATPW
899
Ashton Thomas Private Wealth
Arizona
$257K +$18K +286 +7%
EFG
900
Ethos Financial Group
Pennsylvania
$255K -$77K -1,220 -23%
34 35
36
37 38

DGRO Hedge Fund Activity: Q4 2024 in Review

1,122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2024, worth a combined $17.8B — up 5.6% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new DGRO positions and 58 closed out — a net gain of 106 holders — while 451 added to existing stakes and 361 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $451M. The largest seller was BlackRock, cutting an estimated $245M.

  • 1,122 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2024, up from 1,042 in Q3 2024.
  • Funds reported $17.8B of iShares Core Dividend Growth ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
  • 164 funds opened new iShares Core Dividend Growth ETF positions in Q4 2024 and 58 closed out, a net change of +106 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $451M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2024 was BlackRock, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2024.