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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
FWM
76
FFT Wealth Management
Pennsylvania
$24.8M +$6.62M +104,867 +35%
FTS
77
Fifth Third Securities
Ohio
$24.8M -$33.9K -537 -0.1%
CIA
78
Compass Ion Advisors
Pennsylvania
$24.2M +$452K +7,170 +2%
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$23.7M +$15.4M +243,893 +171%
SWP
80
Stratos Wealth Partners
Ohio
$23.1M -$177K -2,807 -0.7%
SIAS
81
Summit Investment Advisory Services
Minnesota
$22.6M -$368K -5,831 -2%
AI
82
Atria Investments
North Carolina
$21.8M -$1.22M -19,319 -5%
LGWM
83
Litman Gregory Wealth Management
California
$21.5M +$11.2M +177,097 +102%
MFP
84
Meridian Financial Partners
Virginia
$21.4M +$1.68M +26,627 +8%
CWA
85
Consilio Wealth Advisors
Washington
$21.4M +$312K +4,941 +1%
CP
86
Capital Planning
Washington
$21.4M +$285K +4,525 +1%
RFC
87
Regions Financial Corp
Alabama
$21M +$204K +3,236 +1%
EH
88
Equitable Holdings
New York
$20.9M +$1.5M +23,844 +8%
AWAP
89
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$20.8M +$707K +11,211 +3%
AAS
90
Avantax Advisory Services
Texas
$20.7M +$1.73M +27,487 +9%
RPWA
91
Regent Peak Wealth Advisors
Georgia
$20.5M +$6.07M +96,186 +40%
VC
92
Vicus Capital
Pennsylvania
$20.5M +$281K +4,456 +1%
SMF
93
Sterling Manor Financial
New York
$19.9M -$300K -4,753 -1%
WIM
94
WealthPlan Investment Management
Nebraska
$19.5M +$3.02M +47,843 +18%
TWG
95
The Wealth Group
Minnesota
$19.3M +$280K +4,444 +1%
CL
96
Choreo LLC
Illinois
$19M +$264K +4,184 +1%
LP
97
LGL Partners
Pennsylvania
$19M +$37.7K +597 +0.2%
AFG
98
Allegheny Financial Group
Pennsylvania
$19M +$300K +4,751 +2%
KAS
99
Kestra Advisory Services
Texas
$18.9M -$74.6M -1,183,147 -79%
APWA
100
Atlas Private Wealth Advisors
New Jersey
$18.8M +$2.33M +36,905 +14%

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.