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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
WT
1026
Whittier Trust
California
$59.4K +$19.2K +304 +46%
MWM
1027
MGB Wealth Management
Texas
$57.2K +$28.3K +448 +92%
HWM
1028
Hemington Wealth Management
Virginia
$56K
HNB
1029
Hilltop National Bank
Wyoming
$55.5K
MBFW
1030
Morton Brown Family Wealth
Pennsylvania
$55.1K
MHR
1031
Matthew Hamilton Rosenberg
$55K
NOI
1032
Newton One Investments
Delaware
$52.9K +$54.4K +862 New
BAM
1033
Bellevue Asset Management
Washington
$52.2K +$6.31K +100 +13%
BLC
1034
Brown, Lisle/Cummings
Rhode Island
$52.1K
NWWA
1035
New Wave Wealth Advisors
Arkansas
$49.1K +$50.5K +800 New
VHAM
1036
Van Hulzen Asset Management
California
$48.6K +$50K +793 New
EWP
1037
Elevation Wealth Partners
California
$47.3K +$315 +5 +0.7%
JFA
1038
JNBA Financial Advisors
Minnesota
$46.4K
PFM
1039
Phillips Financial Management
Indiana
$46.1K
OPTFSNA
1040
Old Point Trust & Financial Services N A
Virginia
$46K +$47.3K +750 New
DWM
1041
Darwin Wealth Management
Florida
$45.2K -$58.9K -933 -56%
TF
1042
Tompkins Financial
New York
$41K +$42.1K +668 New
SIM
1043
Synergy Investment Management
Florida
$36.8K +$37.9K +600 New
Russell Investments Group
1044
Russell Investments Group
United Kingdom
$36.5K +$63 +1 +0.2%
OA
1045
Operose Advisors
Wisconsin
$34.5K
IWP
1046
IAG Wealth Partners
Wisconsin
$33.7K
B
1047
Birchbrook
Maine
$33.5K +$34.4K +546 New
YDMI
1048
Y.D. More Investments
Israel
$33.1K +$34.1K +540 New
RWM
1049
Rialto Wealth Management
New York
$32.8K +$33.7K +534 New
MAS
1050
MPWM Advisory Solutions
Georgia
$32.7K +$33.6K +533 New

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.