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iShares Core Dividend Growth ETF

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: 1,0421,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RW
926
RVW Wealth
California
$231K -$507K -8,043 -68%
QCM
927
QRG Capital Management
Illinois
$230K +$237K +3,749 New
CAM
928
Concorde Asset Management
Michigan
$230K +$23.2K +367 +11%
FFB
929
First Financial Bankshares
Texas
$230K
HWA
930
HHM Wealth Advisors
Tennessee
$229K -$63 -1 -0%
SW
931
SVB Wealth
Massachusetts
$228K +$234K +3,714 New
FCFC
932
First Commonwealth Financial Corp
Pennsylvania
$228K -$11.5K -182 -5%
HNB
933
Huntington National Bank
Ohio
$225K
TC
934
TFR Capital
Texas
$223K +$230K +3,643 New
PMFA
935
Plante Moran Financial Advisors
Michigan
$223K
MIM
936
MTM Investment Management
South Carolina
$223K
NAS
937
Nicolet Advisory Services
Wisconsin
$222K +$568 +9 +0.2%
AAG
938
Armstrong Advisory Group
Massachusetts
$222K -$7.57K -120 -3%
FPL
939
Fortress Private Ledger
North Carolina
$221K +$228K +3,611 New
MW
940
Maia Wealth
Colorado
$221K +$220K +3,480 New
AMM
941
American Money Management
California
$218K -$6.81K -108 -3%
UB
942
UMB Bank
Missouri
$217K -$145K -2,291 -39%
BF
943
Brogan Financial
Tennessee
$217K +$1.39K +22 +0.6%
MM
944
Meridian Management
Arkansas
$216K +$63 +1 +0%
PFG
945
Prosperity Financial Group
California
$214K +$14.9K +236 +7%
BFG
946
Berger Financial Group
Minnesota
$214K -$7.63K -121 -3%
FFA
947
Founders Financial Alliance
North Carolina
$213K -$9.09K -144 -4%
HA
948
Huntleigh Advisors
Missouri
$212K +$218K +3,460 New
MCM
949
M1 Capital Management
Michigan
$211K +$217K +3,432 New
AT
950
Arlington Trust
Alabama
$210K

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.