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iShares Core Dividend Growth ETF

875 hedge funds and large institutions have $17.5B invested in iShares Core Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 370 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,908% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $315K

188% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 48

48% more capital invested

Capital invested by funds: $11.8B → $17.5B (+$5.68B)

41% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 262

19% more funds holding in top 10

Funds holding in top 10: 107127 (+20)

9% more funds holding

Funds holding: 801875 (+74)

0.63% more ownership

Funds ownership: 56.05%56.68% (+0.63%)

Holders
875
Holders Change
+74
Holders Change %
+9.24%
% of All Funds
14.07%
Holding in Top 10
127
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+18.69%
% of All Funds
2.04%
New
138
Increased
370
Reduced
262
Closed
48
Calls
$44.1M
Puts
$315K
Net Calls
+$43.8M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
GBS
101
Gallagher Benefit Services
Illinois
$18.8M +$18.4M +375,087 New
FA
102
Fermata Advisors
California
$18.5M +$195K +3,979 +1%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18.4M +$1.84M +37,545 +11%
LNC
104
Lincoln National Corp
Pennsylvania
$18.3M -$1.69M -34,363 -9%
PWM
105
Provident Wealth Management
Tennessee
$17.7M -$805K -16,405 -4%
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$17.7M +$352K +7,170 +2%
KAS
107
Kestra Advisory Services
Texas
$17.2M +$68.3K +1,392 +0.4%
JWCA
108
J.W. Cole Advisors
Florida
$17.2M +$3.64M +74,154 +28%
WFM
109
Wolff Financial Management
Michigan
$17.1M +$9.9M +201,710 +143%
DI
110
DAGCO Inc
Ohio
$17M +$1.34M +27,365 +9%
MOS
111
MGO One Seven
Ohio
$16.9M -$5.63M -114,626 -25%
SWP
112
Stratos Wealth Partners
Ohio
$16.7M -$662K -13,492 -4%
HWM
113
HB Wealth Management
Georgia
$16.6M +$4.65M +94,705 +40%
KA
114
Kovack Advisors
Florida
$16.5M -$691K -14,072 -4%
CAMV
115
Concord Asset Management (Virginia)
Virginia
$16.4M -$6.77M -137,992 -30%
Wealthfront Advisers
116
Wealthfront Advisers
California
$16.1M +$15.8M +321,831 New
RA
117
Rodgers & Associates
Pennsylvania
$16M -$659K -13,420 -4%
AssetMark Inc
118
AssetMark Inc
California
$15.6M +$482K +9,814 +3%
EH
119
Equitable Holdings
New York
$15.3M -$218K -4,435 -1%
RWG
120
Ratio Wealth Group
Colorado
$14.6M +$3.11M +63,392 +28%
Citigroup
121
Citigroup
New York
$14.6M +$325K +6,627 +2%
FA
122
Flagstar Advisors
New York
$14.5M -$258K -5,253 -2%
AWAP
123
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$14.3M +$380K +7,740 +3%
CP
124
Capital Planning
Washington
$14.3M +$160K +3,260 +1%
KAM
125
Knightsbridge Asset Management
California
$14.1M +$574K +11,692 +4%

DGRO Hedge Fund Activity: Q4 2022 in Review

875 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2022, worth a combined $17.5B — up 48% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DGRO positions and 48 closed out — a net gain of 90 holders — while 370 added to existing stakes and 262 trimmed.

The largest buyer was Ameriprise, adding an estimated $92.2M. The largest seller was First Command Advisory Services, cutting an estimated $444M.

  • 875 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2022, up from 801 in Q3 2022.
  • Funds reported $17.5B of iShares Core Dividend Growth ETF stock for Q4 2022, up 48% quarter-over-quarter.
  • 138 funds opened new iShares Core Dividend Growth ETF positions in Q4 2022 and 48 closed out, a net change of +90 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2022 was Ameriprise, an estimated $92.2M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2022 was First Command Advisory Services, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2022.