We are live on ! Find out more
DGRO icon

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
Millennium Management
1151
Millennium Management
New York
-$248K -3,950 Closed
M&T Bank
1152
M&T Bank
New York
-$244K -3,891 Closed
LWM
1153
LJI Wealth Management
Indiana
-$231K -3,681 Closed
FI
1154
FWG Investments
Kentucky
-$218K -3,474 Closed
BFA
1155
Bragg Financial Advisors
North Carolina
-$216K -3,440 Closed
SF
1156
Safeguard Financial
Wisconsin
-$212K -3,389 Closed
Fisher Asset Management
1157
Fisher Asset Management
Washington
-$208K -3,319 Closed
PCM
1158
Pennsylvania Capital Management
Pennsylvania
-$204K -3,251 Closed
TPA
1159
Trivium Point Advisory
Connecticut
-$207K -3,239 Closed
PCS
1160
Personal CFO Solutions
New Jersey
-$202K -3,221 Closed
SCM
1161
Stordahl Capital Management
Colorado
-$201K -3,220 Closed
RMDI
1162
R.M. Davis Inc
Maine
-$201K -3,200 Closed
SHIM
1163
Stone House Investment Management
Pennsylvania
-$186K -2,973 Closed
JIP
1164
Jaffetilchin Investment Partners
Florida
-$179K -2,850 Closed
Simplex Trading
1165
Simplex Trading
Illinois
-$105K -1,680 Closed
CYG
1166
Clean Yield Group
Vermont
-$81.5K -1,300 Closed
MFG
1167
Mendota Financial Group
Wisconsin
-$67.3K -1,074 Closed
SC
1168
Swan Capital
Florida
-$49.7K -793 Closed
JPWM
1169
Jamison Private Wealth Management
Georgia
-$37.5K -598 Closed
PFBT
1170
Parkside Financial Bank & Trust
Missouri
-$32.1K -513 Closed
VAMG
1171
Voisard Asset Management Group
Michigan
-$31.3K -500 Closed
PWM
1172
Partnership Wealth Management
Maryland
-$16.6K -264 Closed
FPF
1173
First Pacific Financial
Washington
-$12.3K -196 Closed
MWA
1174
MFA Wealth Advisors
Pennsylvania
-$1K -16 Closed
PIS
1175
POM Investment Strategies
North Carolina
-$815 -13 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.