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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
RFC
76
Regions Financial Corp
Alabama
$25M +$9.54M +194,250 +63%
CWP
77
Concord Wealth Partners
Virginia
$25M -$7.81M -159,134 -24%
CAL
78
Capital Analysts LLC
Pennsylvania
$24.5M +$4.54M +92,409 +23%
Comerica Bank
79
Comerica Bank
Texas
$24.1M +$850K +17,320 +4%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$23.8M +$393K +8,002 +2%
CWA
81
Consilio Wealth Advisors
Washington
$23.7M +$1.02M +20,859 +5%
SWA
82
Stratos Wealth Advisors
Ohio
$23.1M -$239K -4,862 -1%
SWA
83
SOA Wealth Advisors
New York
$22.8M +$18.1M +368,876 +420%
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$22.7M +$5.37M +109,363 +32%
AWS
85
Atria Wealth Solutions
New York
$21.8M +$1.18M +24,080 +6%
SWP
86
Strategic Wealth Partners
Ohio
$21.7M +$2.5M +50,919 +13%
VDI
87
Vaughan David Investments
Illinois
$21.7M +$623K +12,701 +3%
FIA
88
Foundations Investment Advisors
Arizona
$21.5M +$2.5M +50,836 +13%
PWM
89
Pacific Wealth Management
California
$21.3M -$5.91M -120,491 -22%
TCWA
90
Ten Capital Wealth Advisors
Washington
$21M +$1.18M +24,088 +6%
RWM
91
Rezny Wealth Management
Florida
$20.5M -$122K -2,481 -0.6%
MWM
92
MBE Wealth Management
Wisconsin
$20.1M -$796K -16,211 -4%
XF
93
XML Financial
Maryland
$20M +$601K +12,245 +3%
PA
94
Prism Advisors
California
$19.8M -$1.61M -32,721 -8%
LFS
95
Legacy Financial Strategies
Kansas
$19.5M +$607K +12,361 +3%
FTS
96
Fifth Third Securities
Ohio
$19.4M +$2.4M +48,888 +14%
AWE
97
Avidian Wealth Enterprises
Texas
$19.1M +$5.68M +115,727 +43%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$18.8M +$8.03M +163,683 +77%
KPWS
99
Kestra Private Wealth Services
Texas
$18.8M +$1.21M +24,594 +7%
F
100
F3Logic
Minnesota
$18.8M +$1.51M +30,742 +9%

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.