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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
SDWIA
101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$18.7M +$427K +6,767 +2%
GF
102
Gimbal Financial
Indiana
$17.7M -$8.5M -134,783 -32%
CFO
103
Custos Family Office
Texas
$17.4M +$959K +15,199 +6%
KOMWMG
104
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$17.2M +$380K +6,018 +2%
JWM
105
JGP Wealth Management
Oregon
$17.2M +$431K +6,828 +3%
CAL
106
Capital Advisors Ltd
Ohio
$16.9M +$205K +3,251 +1%
WP
107
WealthPLAN Partners
Nebraska
$16.8M -$2.23M -35,272 -11%
PAS
108
Park Avenue Securities
New York
$16.8M -$692K -10,969 -4%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$16.6M -$19.4M -307,020 -53%
TGAM
110
TBH Global Asset Management
Tennessee
$16.5M -$2.66M -42,230 -14%
FDP
111
Financiere des Professionnels
Quebec, Canada
$16.5M +$757K +12,000 +5%
ES
112
Eagle Strategies
New York
$16.5M +$738K +11,693 +5%
WDL
113
Well Done LLC
Michigan
$16.4M
MCB
114
Morton Community Bank
Illinois
$16.3M +$359K +5,694 +2%
DC
115
Davenport & Co
Virginia
$16.2M +$476K +7,550 +3%
MCM
116
MAI Capital Management
Ohio
$16.1M +$241K +3,827 +1%
LCAM
117
London & Capital Asset Management
United Kingdom
$16M
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$16M -$543K -8,613 -3%
RWA
119
Rooted Wealth Advisors
Illinois
$15.7M +$131K +2,084 +0.8%
SCA
120
Scott Capital Advisors
Oregon
$15.5M +$804K +12,742 +5%
FA
121
Flagstar Advisors
New York
$15.3M -$32.7K -519 -0.2%
CPSAC
122
Chas P. Smith & Associates (CPS)
Florida
$15.2M +$1.07M +16,956 +7%
CA
123
Crumly & Associates
Illinois
$15.2M +$338K +5,350 +2%
CWP
124
Concord Wealth Partners
Virginia
$14.8M -$529K -8,378 -3%
CTA
125
Colonial Trust Advisors
South Carolina
$14.5M +$922K +14,617 +7%

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.