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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
SWP
1076
SIMA Wealth Partners
Virginia
$15.5K +$15.9K +252 New
MG
1077
Mather Group
Illinois
$15K
TFGT
1078
TS Financial Group (TSFG)
Illinois
$15K
WSCM
1079
Wellington Shields Capital Management
New York
$14.1K +$14.5K +230 New
DRP
1080
Decker Retirement Planning
Utah
$14K +$14.4K +229 New
EPW
1081
Endeavor Private Wealth
Kansas
$13.6K +$14K +222 New
TIM
1082
Tortoise Investment Management
New York
$12.3K +$12.6K +200 New
PFA
1083
Pathway Financial Advisers
Indiana
$11.8K +$12.2K +193 New
BIA
1084
Bell Investment Advisors
California
$11.8K
RA
1085
Ransom Advisory
Rhode Island
$11.6K
CAWM
1086
Capital A Wealth Management
Pennsylvania
$11.1K +$11.4K +181 New
POIA
1087
Pin Oak Investment Advisors
Texas
$11K
PPA
1088
Painted Porch Advisors
California
$10.7K +$5.93K +94 +116%
VWM
1089
Venturi Wealth Management
Texas
$10.7K
CMA
1090
Cedar Mountain Advisors
Oregon
$10.4K +$10.7K +170 New
AWM
1091
Abound Wealth Management
Tennessee
$10.2K -$235K -3,717 -96%
CT
1092
Caldwell Trust
Florida
$10.2K -$45.7K -725 -81%
CB
1093
CNB Bank
Pennsylvania
$9.2K
SAM
1094
Synergy Asset Management
Washington
$8.9K +$8.96K +142 New
T
1095
Transce3nd
Texas
$8.46K +$8.71K +138 New
CAM
1096
Costello Asset Management
Pennsylvania
$8.22K +$2.21K +35 +35%
RF
1097
Robinswood Financial
Washington
$8.21K
SIS
1098
Sound Income Strategies
Florida
$7.49K +$63 +1 +0.8%
WWP
1099
WR Wealth Planners
Missouri
$7.36K
HI
1100
Horizon Investments
North Carolina
$6.56K -$172M -2,728,143 -100%

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.