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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
MNBTD
951
Moody National Bank Trust Division
Texas
$209K
OCM
952
One Capital Management
California
$208K -$3.47K -55 -2%
GP
953
Geneva Partners
Wisconsin
$208K -$379 -6 -0.2%
TFA
954
Teamwork Financial Advisors
Texas
$208K +$213K +3,384 New
SAM
955
Secure Asset Management
Michigan
$206K +$212K +3,365 New
OC
956
Oakworth Capital
Alabama
$206K
WFP
957
Wrenne Financial Planning
Kentucky
$205K
JFG
958
JMG Financial Group
Illinois
$202K
NSIM
959
North Star Investment Management
Illinois
$202K
AWA
960
Amplius Wealth Advisors
Pennsylvania
$202K
ACA
961
American Capital Advisory
Idaho
$196K +$63 +1 +0%
CAS
962
Coppell Advisory Solutions
Texas
$192K +$36.9K +585 +23%
SWM
963
Sanctuary Wealth Management
Idaho
$189K +$22K +349 +13%
LFA
964
LGT Financial Advisors
Texas
$185K -$1.96K -31 -1%
RDIA
965
RE Dickinson Investment Advisors
Iowa
$184K
Bessemer Group
966
Bessemer Group
New Jersey
$183K -$51K -809 -21%
EFP
967
EnRich Financial Partners
Wisconsin
$182K
GIA
968
GHP Investment Advisors
Colorado
$182K
FDCDDQ
969
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K -$138K -2,193 -43%
WTFG
970
Wood Tarver Financial Group
Idaho
$180K +$186K +2,946 New
WSC
971
Wellington Shields & Co
New York
$180K +$185K +2,931 New
DSC
972
Duncker Streett & Co
Missouri
$171K
VWA
973
Valued Wealth Advisors
Utah
$170K +$175K +2,776 New
BBPWM
974
Blue Bell Private Wealth Management
Pennsylvania
$170K
CSWM
975
Cassady Schiller Wealth Management
Ohio
$167K -$38.3K -607 -18%

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.