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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
DAS
126
Dynamic Advisor Solutions
Arizona
$14.3M -$137K -2,171 -0.9%
P
127
&Partners
Tennessee
$14.2M +$571K +9,050 +4%
IWC
128
Integrated Wealth Concepts
Massachusetts
$14.2M +$1.38M +21,911 +10%
HWM
129
HB Wealth Management
Georgia
$14.1M -$7.13K -113 -0%
PP
130
PFS Partners
New Jersey
$14.1M -$57.6K -913 -0.4%
RWP
131
Ridgecrest Wealth Partners
California
$14M -$2.15K -34 -0%
Creative Planning
132
Creative Planning
Kansas
$13.9M +$2.43M +38,593 +20%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$13.8M -$12.2M -194,145 -46%
CAL
134
Capital Analysts LLC
Pennsylvania
$13.8M +$58.3K +924 +0.4%
JWM
135
Jackson Wealth Management
Florida
$13.5M +$363K +5,760 +3%
MA
136
Mutual Advisors
Nebraska
$13M -$1.65M -26,126 -11%
SC
137
Savant Capital
Illinois
$12.9M -$1.86M -29,437 -12%
AssetMark Inc
138
AssetMark Inc
California
$12.9M +$1.64M +26,070 +14%
PAG
139
Powers Advisory Group
Illinois
$12.8M +$211K +3,344 +2%
CAMV
140
Concord Asset Management (Virginia)
Virginia
$12.8M +$589K +9,333 +5%
PJWM
141
Philip James Wealth Mangement
Georgia
$12.6M +$225K +3,567 +2%
BTWM
142
Brass Tax Wealth Management
Ohio
$12.6M +$1.56M +24,682 +14%
TWA
143
Tandem Wealth Advisors
Arizona
$12.5M -$432K -6,850 -3%
IA
144
IFS Advisors
Kansas
$12.5M -$4.23K -67 -0%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$12.5M +$2.09M +33,144 +19%
PGAM
146
Princeton Global Asset Management
New Jersey
$12.4M +$1.27M +20,092 +11%
HCP
147
Holt Capital Partners
Texas
$12.3M +$197K +3,125 +2%
JAG
148
Journey Advisory Group
Kentucky
$12.2M
AF
149
Apexium Financial
Texas
$12M -$51.3K -813 -0.4%
CFP
150
Cypress Financial Planning
New Jersey
$11.9M -$110K -1,747 -0.9%

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.