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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
RIA
1101
Realta Investment Advisors
Delaware
$6.23K
BTD
1102
BankPlus Trust Department
Mississippi
$5.77K +$5.93K +94 New
PPC
1103
Park Place Capital
Alabama
$5.58K -$13.8K -218 -71%
IHWM
1104
Iron Horse Wealth Management
Iowa
$5.34K
IMC
1105
Investment Management Corporation
Virginia
$4.79K +$4.92K +78 New
MA
1106
Montag & Associates
Georgia
$3.74K -$61.2K -970 -94%
MFS
1107
Mattson Financial Services
Michigan
$3.57K +$3.6K +57 New
KIG
1108
Kessler Investment Group
Indiana
$3.25K
IWM
1109
IMG Wealth Management
Florida
$2.34K +$2.4K +38 New
FMP
1110
Financial Management Professionals
Texas
$2.27K -$4.73K -75 -67%
PP
1111
PrairieView Partners
Minnesota
$2K
SL
1112
Salomon & Ludwin
Virginia
$1.78K
WWM
1113
Wolff Wiese Magana
California
$1.35K
EAM
1114
Eukles Asset Management
Ohio
$1.35K +$631 +10 +83%
BCPWM
1115
Bradley & Co Private Wealth Management
Florida
$1.23K +$1.26K +20 New
CA
1116
Centerpoint Advisors
Massachusetts
$1K
DWM
1117
Dogwood Wealth Management
Kansas
$920
BOJHT
1118
Bank of Jackson Hole Trust
Wyoming
$491 +$505 +8 New
TRCT
1119
Tower Research Capital (TRC)
New York
$307 +$315 +5 New
NS
1120
NBC Securities
Alabama
$127 -$131K -2,078 -100%
NC
1121
NewSquare Capital
Pennsylvania
$52
NSLI
1122
Nan Shan Life Insurance
Taiwan
-$40.2M -641,300 Closed
Prudential Financial
1123
Prudential Financial
New Jersey
-$6.75M -107,704 Closed
ACM
1124
Absolute Capital Management
Pennsylvania
-$5.27M -84,140 Closed
FFS
1125
Founders Financial Securities
Maryland
-$4.66M -74,371 Closed

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.