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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
OIA
176
OneDigital Investment Advisors
Kansas
$8.86M +$17.2K +351 +0.2%
FHA
177
First Horizon Advisors
Tennessee
$8.84M +$776K +15,803 +10%
FA
178
FC Advisory
Pennsylvania
$8.77M +$4.37K +89 +0.1%
BRWA
179
B. Riley Wealth Advisors
Florida
$8.62M -$144K -2,933 -2%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$8.47M -$30.5K -622 -0.4%
CA
181
CoreCap Advisors
Michigan
$8.37M +$819K +16,675 +11%
CA
182
Crumly & Associates
Illinois
$8.12M -$2.25M -45,897 -22%
CAG
183
Csenge Advisory Group
Florida
$8M -$39.9K -812 -0.5%
PA
184
PSI Advisors
Florida
$7.93M +$602K +12,270 +8%
MA
185
Modus Advisors
Minnesota
$7.83M +$185K +3,764 +2%
AWM
186
Accel Wealth Management
Iowa
$7.75M -$249K -5,070 -3%
PWA
187
Physician Wealth Advisors
Utah
$7.74M -$309K -6,288 -4%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$7.7M -$53K -1,080 -0.7%
DI
189
DDFG Inc
California
$7.64M +$7.51M +152,892 New
ASN
190
Advisory Services Network
Georgia
$7.48M +$74.3K +1,514 +1%
LWA
191
Lineweaver Wealth Advisors
Ohio
$7.42M +$194K +3,950 +3%
WWA
192
WC Walker & Associates
California
$7.39M -$40.1K -816 -0.6%
TFS
193
Thoroughbred Financial Services
Tennessee
$7.33M +$573K +11,675 +9%
CWM
194
Congress Wealth Management
Massachusetts
$7.32M -$3.55M -72,383 -33%
CWM
195
Connecticut Wealth Management
Connecticut
$7.22M -$933 -19 -0%
MC
196
Matisse Capital
Oregon
$7.11M -$5.11K -104 -0.1%
IA
197
IFS Advisors
Kansas
$7.08M -$20.6K -419 -0.3%
PAG
198
Powers Advisory Group
Illinois
$7.03M +$234K +4,767 +4%
VCP
199
Verus Capital Partners
Arizona
$6.92M -$807K -16,442 -11%
WA
200
Waverly Advisors
Alabama
$6.76M +$6.64M +135,249 New

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.