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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
WWM
201
Windsor Wealth Management
Indiana
$6.58M +$1.27M +25,818 +25%
CT
202
Colonial Trust
South Carolina
$6.57M +$1.8M +36,640 +39%
MGIA
203
Moneta Group Investment Advisors
Missouri
$6.56M +$5.37M +109,489 +600%
EFS
204
Essex Financial Services
Connecticut
$6.5M +$465K +9,464 +8%
OC
205
Oppenheimer & Co
New York
$6.44M -$123K -2,509 -2%
PCM
206
Parsons Capital Management
Rhode Island
$6.4M +$1.68M +34,256 +37%
AGA
207
Arkos Global Advisors
Texas
$6.38M +$680K +13,855 +12%
RPWA
208
Regent Peak Wealth Advisors
Georgia
$6.35M +$299K +6,097 +5%
PMG
209
ProVise Management Group
Florida
$6.33M +$968K +19,726 +18%
FWM
210
FFT Wealth Management
Pennsylvania
$6.27M +$3.21M +65,314 +109%
JWM
211
Jackson Wealth Management
Florida
$6.24M -$2.2M -44,829 -26%
DADC
212
D.A. Davidson & Co
Montana
$6.16M +$1.01M +20,634 +20%
TPCW
213
TD Private Client Wealth
New York
$6.07M +$743K +15,143 +14%
IWC
214
Integrated Wealth Concepts
Massachusetts
$6.03M -$375K -7,643 -6%
TPWM
215
Twelve Points Wealth Management
Massachusetts
$5.98M +$5.52M +112,375 +1,568%
GIA
216
Gladstone Institutional Advisory
Florida
$5.93M +$157K +3,206 +3%
PFO
217
Pathstone Family Office
New Jersey
$5.83M +$491K +9,998 +23%
PGAM
218
Princeton Global Asset Management
New Jersey
$5.68M +$416K +8,476 +8%
SCA
219
Scott Capital Advisors
Oregon
$5.63M +$1.17M +23,914 +27%
HFRG
220
Houlihan Financial Resource Group
Virginia
$5.6M +$727K +14,820 +15%
PFG
221
Pacific Financial Group
Washington
$5.55M -$200K -4,080 -4%
SWMG
222
Sanchez Wealth Management Group
Florida
$5.5M -$2.55K -52 -0%
AGP
223
Autumn Glory Partners
Texas
$5.47M -$32.4K -660 -0.6%
CIC
224
Carnegie Investment Counsel
Ohio
$5.42M +$5.32M +108,308 New
PCIA
225
Prime Capital Investment Advisors
Kansas
$5.34M +$5.25M +106,860 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.