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iShares Core Dividend Growth ETF
DGRO

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: 1,042 → 1,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114 → 122 (+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

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$451M
2
LPL Financial
LPL Financial
California
+$87.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$71.4M
4
Wells Fargo
Wells Fargo
California
+$58.8M
5
Mariner
Mariner
Kansas
+$56.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$245M
2
HI
Horizon Investments
North Carolina
-$172M
3
KAS
Kestra Advisory Services
Texas
-$74.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$55.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
976
West Branch Capital
Massachusetts
$164K +$1.07K +17 +0.6%
CAM
977
Creekmur Asset Management
Illinois
$161K +$820 +13 +0.5%
BC
978
Barrett & Company
Rhode Island
$159K – – –
CTC
979
Central Trust Company
Missouri
$159K – – –
GWS
980
Glassman Wealth Services
Virginia
$155K -$229K -3,632 -59%
CPA
981
Cardiff Park Advisors
California
$155K +$1.01K +16 +0.6%
MPWT
982
MassMutual Private Wealth & Trust
Connecticut
$148K +$38.5K +611 +34%
DJSG
983
D.J. St. Germain
Massachusetts
$140K – – –
RP
984
Rowlandmiller & Partners
Georgia
$136K -$4.1K -65 -3%
PPWM
985
PFG Private Wealth Management
Florida
$135K -$9.72K -154 -7%
CWM
986
Copia Wealth Management
Oregon
$133K +$137K +2,165 New
PWMG
987
Private Wealth Management Group
New Jersey
$132K +$136K +2,157 New
WA
988
WPG Advisers
Maryland
$129K +$132K +2,100 New
S
989
SignatureFD
Georgia
$126K -$6.12K -97 -5%
PCMC
990
Private Capital Management (Colorado)
Colorado
$125K – – –
HCM
991
Hollencrest Capital Management
California
$124K +$74.7K +1,184 +140%
CWM
992
Cranbrook Wealth Management
Michigan
$121K – – –
LC
993
Lindbrook Capital
California
$120K +$36.4K +577 +42%
FDW
994
Fourth Dimension Wealth
Ohio
$116K +$120K +1,898 New
LDB
995
Lee, Danner & Bass
Tennessee
$113K +$117K +1,850 New
PA
996
Pineridge Advisors
Missouri
$107K +$30.2K +478 +38%
AIC
997
Archer Investment Corporation
Indiana
$106K +$63 +1 +0.1%
CP
998
Castleview Partners
Texas
$103K +$4.1K +65 +4%
HI
999
Hoey Investments
Pennsylvania
$101K +$104K +1,653 New
WFA
1000
West Financial Advisors
Iowa
$100K -$5.3K -84 -5%
38 39
40
41 42

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.