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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
PCM
176
Perritt Capital Management
Illinois
$10.4M +$64.4K +1,021 +0.6%
LWA
177
LifeGoal Wealth Advisors
New York
$10.4M +$10.7M +168,886 New
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$10.3M +$594K +9,420 +6%
WP
179
WealthShield Partners
North Carolina
$10.3M -$2.8M -44,420 -21%
PPWP
180
Premier Path Wealth Partners
New Jersey
$10.1M +$363K +5,759 +4%
CWM
181
Cornerstone Wealth Management
Missouri
$10M +$29.8K +473 +0.3%
KAM
182
Knightsbridge Asset Management
California
$9.94M +$396K +6,269 +4%
AWM
183
Accel Wealth Management
Iowa
$9.94M +$247K +3,916 +2%
FAM
184
Forte Asset Management
New York
$9.93M +$9.78K +155 +0.1%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$9.76M +$139K +2,210 +1%
FIM
186
Freedom Investment Management
Connecticut
$9.68M -$183K -2,908 -2%
OIA
187
OneDigital Investment Advisors
Kansas
$9.47M -$434K -6,875 -4%
SWP
188
Sagespring Wealth Partners
Tennessee
$9.39M +$9.66M +153,101 New
PFS
189
Prospera Financial Services
Texas
$9.38M +$24K +380 +0.2%
BWS
190
Buck Wealth Strategies
Colorado
$9.33M +$3.38M +53,551 +54%
SWA
191
Stratos Wealth Advisors
Ohio
$9.32M -$6.7M -106,243 -41%
CT
192
Colonial Trust
South Carolina
$9.29M +$307K +4,860 +3%
FF
193
Fairway Financial
Florida
$9.19M +$9.45M +149,842 New
FIA
194
Foundations Investment Advisors
Arizona
$9.15M +$307K +4,861 +3%
SFP
195
Shepherd Financial Partners
Massachusetts
$9.04M -$162K -2,565 -2%
KWM
196
Kingsview Wealth Management
Oregon
$9M +$483K +7,663 +6%
EFS
197
Essex Financial Services
Connecticut
$8.93M +$421K +6,681 +5%
MPW
198
Monterey Private Wealth
California
$8.86M -$462K -7,318 -5%
GRP
199
Global Retirement Partners
California
$8.76M +$722K +11,450 +9%
BAAM
200
Baker Avenue Asset Management
California
$8.74M +$308K +4,882 +4%

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.