iShares Core Dividend Growth ETF
DGRO
897 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 325 reducing their positions, and 59 closing their positions.
538% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $2.07M
31% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 59
3% more funds holding in top 10
Funds holding in top 10: 110 → 113 (+3)
1% more funds holding
Funds holding: 892 → 897 (+5)
0% more repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 325
0.64% less ownership
Funds ownership: 53.88% → 53.24% (-0.64%)
5% less capital invested
Capital invested by funds: $12.8B → $12.2B (-$660M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$71.5M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$63.8M |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
+$45.3M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$31.9M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$167M |
| 2 |
BlackRock
New York
|
-$86.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.3M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$28.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DI
951
Disciplined Investments
Tulsa,
Oklahoma
| – | -$5.63K | -109 | Closed |
|
|
FGAM
952
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$10.8K | -52 | Closed |
|
|
RFA
953
Register Financial Advisors
Atlanta,
Georgia
| – | -$2.11K | -41 | Closed |
|
|
FBC
954
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$2.06K | -40 | Closed |
|
955
BNP Paribas Financial Markets
Paris,
France
| – | -$464 | -9 | Closed |
|
|
HT
956
Headlands Technologies
Chicago,
Illinois
| – | -$258 | -5 | Closed |
|
DGRO Hedge Fund Activity: Q3 2023 in Review
897 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2023, worth a combined $12.2B — down 5.1% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new DGRO positions and 59 closed out — a net gain of 18 holders — while 326 added to existing stakes and 325 trimmed.
The largest buyer was First Command Advisory Services, adding an estimated $71.5M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $167M.
- 897 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2023, up from 892 in Q2 2023.
- Funds reported $12.2B of iShares Core Dividend Growth ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
- 77 funds opened new iShares Core Dividend Growth ETF positions in Q3 2023 and 59 closed out, a net change of +18 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2023 was First Command Advisory Services, an estimated $71.5M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $167M sold.
Based on aggregated 13F filings for Q3 2023.