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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
Renaissance Technologies
1126
Renaissance Technologies
New York
-$3.49M -55,600 Closed
GS
1127
GTS Securities
New York
-$2.98M -47,540 Closed
FIM
1128
Fernwood Investment Management
Massachusetts
-$2.9M -46,257 Closed
AWM
1129
Axxcess Wealth Management
California
-$2.53M -40,414 Closed
TFA
1130
Tranquilli Financial Advisor
New Jersey
-$2.47M -39,465 Closed
AWM
1131
Accurate Wealth Management
Florida
-$2.28M -35,893 Closed
Tudor Investment Corp
1132
Tudor Investment Corp
Connecticut
-$2.15M -34,291 Closed
AWMS
1133
Advocacy Wealth Management Services
Georgia
-$1.39M -22,135 Closed
AFP
1134
Alpha Financial Partners
Kentucky
-$1.15M -18,373 Closed
TF
1135
Trek Financial
Arizona
-$927K -14,785 Closed
SL
1136
Sentinus LLC
Illinois
-$881K -14,052 Closed
SCM
1137
Sterling Capital Management
North Carolina
-$719K -11,467 Closed
NCFG
1138
New Century Financial Group
New Jersey
-$678K -10,813 Closed
CCM
1139
Cox Capital Management
Massachusetts
-$567K -9,052 Closed
CGFA
1140
Colton Groome Financial Advisors
North Carolina
-$519K -8,276 Closed
CBT
1141
Central Bank & Trust
Kentucky
-$489K -7,795 Closed
HGERS
1142
Householder Group Estate & Retirement Specialist
Arizona
-$457K -7,292 Closed
CIS
1143
Continental Investors Services
Washington
-$414K -6,629 Closed
OL
1144
Owen LaRue
Kentucky
-$387K -6,180 Closed
RSA
1145
River Street Advisors
Illinois
-$368K -5,863 Closed
EP
1146
Edgestream Partners
New Jersey
-$298K -4,756 Closed
HWP
1147
Hibernia Wealth Partners
Louisiana
-$284K -4,526 Closed
PWP
1148
Perfromance Wealth Partners
Illinois
-$267K -4,265 Closed
SGI
1149
Summit Global Investments
Utah
-$251K -4,004 Closed
VF
1150
Virtu Financial
New York
-$251K -4,000 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.