We are live on ! Find out more
DGRO icon

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
PWM
901
PRW Wealth Management
Massachusetts
-$227K -5,096 Closed
RT
902
Rockland Trust
Massachusetts
-$217K -4,878 Closed
MRWM
903
ML&R Wealth Management
Texas
-$207K -4,661 Closed
ZIM
904
Zacks Investment Management
Illinois
-$205K -4,614 Closed
SIA
905
Soltis Investment Advisors
Utah
-$201K -4,509 Closed
SOS
906
Silver Oak Securities
Tennessee
-$223K -4,498 Closed
VWA
907
V Wealth Advisors
Kansas
-$200K -4,483 Closed
SWM
908
Selective Wealth Management
Virginia
-$170K -3,830 Closed
GWSG
909
GPS Wealth Strategies Group
Colorado
-$139K -3,132 Closed
ZB
910
Zions Bancorporation
Utah
-$75K -1,682 Closed
FWM
911
Focused Wealth Management
New York
-$66K -1,482 Closed
AWM
912
Abound Wealth Management
Tennessee
-$45.5K -1,024 Closed
CG
913
Cutler Group
California
-$44.2K -900 Closed
ME
914
McIlrath & Eck
Washington
-$36K -804 Closed
FWA
915
FSC Wealth Advisors
New York
-$36K -800 Closed
BFPW
916
BOK Financial Private Wealth
Colorado
-$14K -307 Closed
SIS
917
Sound Income Strategies
Florida
-$11K -243 Closed
M1FG
918
Mach-1 Financial Group
Arkansas
-$10K -231 Closed
AWMS
919
Advocacy Wealth Management Services
Georgia
-$10K -221 Closed
APW
920
Axim Planning & Wealth
Ohio
-$10K -221 Closed
PFM
921
Phillips Financial Management
Indiana
-$8K -181 Closed
EW
922
Evoke Wealth
California
-$6K -140 Closed
OPW
923
Oxler Private Wealth
New York
-$12.2K -126 Closed
HI
924
Hudock Inc
Pennsylvania
-$4K -93 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.