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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
AGWCA
1051
Annis Gardner Whiting Capital Advisors
Florida
$32.6K
RCM
1052
Raleigh Capital Management
North Carolina
$31.7K
HCM
1053
Horrell Capital Management
Arkansas
$31K
IBOK
1054
Independence Bank of Kentucky
Kentucky
$31K
SCA
1055
Stuart Chaussee & Associates
California
$29.3K
BCMLT
1056
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.2K +$63 +1 +0.2%
NWM
1057
Nova Wealth Management
Florida
$28.5K +$29.3K +465 New
AWM
1058
Accredited Wealth Management
Kentucky
$27.6K +$28.4K +450 New
UIA
1059
Ulland Investment Advisors
Minnesota
$27K +$27.8K +440 New
TC
1060
Truvestments Capital
Florida
$27K
MTIC
1061
Missouri Trust & Investment Company
Missouri
$24.5K
DF
1062
Dunhill Financial
United Kingdom
$24.5K +$18.9K +300 +300%
CA
1063
Clearstead Advisors
Ohio
$23.2K -$37.5K -595 -61%
FMTCOCP
1064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K +$23.6K +374 New
LIS
1065
Legacy Investment Solutions
Idaho
$22.4K +$22.3K +354 New
LWMI
1066
Legacy Wealth Management (Idaho)
Idaho
$22.4K +$22.3K +354 New
CTB
1067
Country Trust Bank
Illinois
$19.6K
DPW
1068
DiNuzzo Private Wealth
Pennsylvania
$19.4K
EWA
1069
Elevate Wealth Advisory
Georgia
$18.9K
ITIM
1070
Indiana Trust & Investment Management
Indiana
$18.9K
JWA
1071
JFS Wealth Advisors
Pennsylvania
$18.9K
KFGG
1072
Keystone Financial Group (Georgia)
Georgia
$18.7K +$19.2K +305 New
AW
1073
Avion Wealth
Texas
$18K
MSFP
1074
Mark Sheptoff Financial Planning
Connecticut
$17.2K +$17.7K +280 New
PK
1075
Pflug Koory
Nebraska
$15.7K

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.