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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
PSFG
1001
Park Square Financial Group
Georgia
$98.4K +$101K +1,604 New
MA
1002
MCF Advisors
Kentucky
$97.6K +$126 +2 +0.1%
CWC
1003
Carolinas Wealth Consulting
North Carolina
$96.6K +$379 +6 +0.4%
EF
1004
Empowered Funds
Pennsylvania
$94.2K +$96.8K +1,535 New
NWMP
1005
Noble Wealth Management PBC
Colorado
$90.5K +$93.1K +1,475 New
GG
1006
Gleason Group
Kentucky
$89.3K +$568 +9 +0.6%
MWA
1007
Medallion Wealth Advisors
Connecticut
$86.3K +$88.8K +1,407 New
SMAM
1008
Sugar Maple Asset Management
Wisconsin
$85.9K +$88.3K +1,400 New
OHWP
1009
Oak Harbor Wealth Partners
North Carolina
$84.6K
GWP
1010
Gen-Wealth Partners
Michigan
$81.1K +$6.62K +105 +9%
VCM
1011
Versant Capital Management
Arizona
$77.4K +$442 +7 +0.6%
FWP
1012
FAS Wealth Partners
Kansas
$75.5K +$13.4K +213 +21%
JGIA
1013
Jackson Grant Investment Advisers
Connecticut
$75.4K
TAM
1014
Tucker Asset Management
Colorado
$73.9K +$11.2K +177 +17%
RI
1015
Ridgewood Investments
New Jersey
$72.5K
WT
1016
Washington Trust
Rhode Island
$71.1K
GJIA
1017
Glass Jacobson Investment Advisors
Maryland
$70.9K +$3.6K +57 +5%
NP
1018
NorthRock Partners
Minnesota
$70.2K -$184K -2,918 -72%
BF
1019
BOK Financial
Oklahoma
$68.6K -$51.9K -822 -42%
HWA
1020
Heritage Wealth Advisors
Virginia
$67.7K -$11.7K -185 -14%
MSWM
1021
Mowery & Schoenfeld Wealth Management
Illinois
$66.6K -$94.8K -1,502 -58%
QC
1022
Quent Capital
New York
$62.1K +$757 +12 +1%
BTI
1023
Blue Trust Inc
Georgia
$61K -$341K -5,407 -84%
WI
1024
Wintrust Investments
Illinois
$61K +$6.37K +101 +11%
BL
1025
BFSG LLC
California
$59.7K

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.