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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
CAM
901
Concorde Asset Management
Michigan
$212K +$204K +3,378 New
OC
902
Oakworth Capital
Alabama
$210K – – –
WFP
903
Wrenne Financial Planning
Kentucky
$209K +$201K +3,340 New
CSWM
904
Cassady Schiller Wealth Management
Ohio
$209K +$60 +1 +0%
Fisher Asset Management
905
Fisher Asset Management
Washington
$208K +$200K +3,319 New
JFG
906
JMG Financial Group
Illinois
$207K +$199K +3,300 New
TPA
907
Trivium Point Advisory
Connecticut
$207K -$181K -2,997 -48%
NSIM
908
North Star Investment Management
Illinois
$206K – – –
AWA
909
Amplius Wealth Advisors
Pennsylvania
$206K +$198K +3,286 New
PFG
910
Prosperity Financial Group
California
$204K +$196K +3,259 New
PCM
911
Pennsylvania Capital Management
Pennsylvania
$204K +$196K +3,251 New
CS
912
Capital Square
Tennessee
$203K +$195K +3,241 New
PCS
913
Personal CFO Solutions
New Jersey
$202K +$194K +3,221 New
SCM
914
Stordahl Capital Management
Colorado
$201K +$194K +3,220 New
RMDI
915
R.M. Davis Inc
Maine
$201K -$96.3K -1,597 -33%
ACA
916
American Capital Advisory
Idaho
$200K -$54K -896 -22%
LFA
917
LGT Financial Advisors
Texas
$191K -$35.1K -582 -16%
TCOV
918
Trust Company of Vermont
Vermont
$188K – – –
EFP
919
EnRich Financial Partners
Wisconsin
$186K – – –
SHIM
920
Stone House Investment Management
Pennsylvania
$186K -$67.2K -1,115 -27%
GIA
921
GHP Investment Advisors
Colorado
$186K – – –
JIP
922
Jaffetilchin Investment Partners
Florida
$179K +$172K +2,850 New
DSC
923
Duncker Streett & Co
Missouri
$174K – – –
BBPWM
924
Blue Bell Private Wealth Management
Pennsylvania
$173K -$784 -13 -0.5%
SWM
925
Sanctuary Wealth Management
Idaho
$172K +$964 +16 +0.6%
35 36
37
38 39

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.