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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
GIA
201
Gladstone Institutional Advisory
Florida
$8.74M +$30.8K +488 +0.3%
BP
202
BBR Partners
New York
$8.44M +$3.91K +62 +0%
Citigroup
203
Citigroup
New York
$8.43M -$32.9K -521 -0.4%
TWM
204
TriaGen Wealth Management
California
$8.23M +$120K +1,908 +1%
AWA
205
Arkadios Wealth Advisors
Georgia
$8.2M -$33.7K -534 -0.4%
DIA
206
Davidson Investment Advisors
Montana
$8.08M -$880K -13,942 -10%
TWC
207
TD Waterhouse Canada
Ontario, Canada
$8.02M +$1.14M +18,052 +16%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$7.85M -$1.31M -20,787 -14%
IAN
209
Integrated Advisors Network
Texas
$7.78M +$1.02M +16,174 +15%
EWA
210
EP Wealth Advisors
California
$7.77M +$2.78M +44,038 +53%
PWA
211
Physician Wealth Advisors
Utah
$7.71M -$36.8K -584 -0.5%
MCCA
212
Mill Creek Capital Advisors
Pennsylvania
$7.49M +$15K +237 +0.2%
AWE
213
Avidian Wealth Enterprises
Texas
$7.44M +$55.6K +881 +0.7%
RFM
214
Royal Fund Management
Florida
$7.35M +$163K +2,583 +2%
BRWA
215
B. Riley Wealth Advisors
Florida
$7.27M -$161K -2,549 -2%
IC
216
IEQ Capital
California
$7.25M +$101K +1,599 +1%
DFG
217
Demars Financial Group
Washington
$7.24M +$27.6M +437,160 +6,052%
BCI
218
Brinker Capital Investments
Pennsylvania
$7.2M -$1.43M -22,634 -16%
OPS
219
Orion Portfolio Solutions
Nebraska
$7.2M -$1.43M -22,634 -16%
YWS
220
Yarger Wealth Strategies
Ohio
$7.18M +$246K +3,898 +3%
AGA
221
Arkos Global Advisors
Texas
$7.15M -$31.7K -502 -0.4%
DADC
222
D.A. Davidson & Co
Montana
$7.14M -$4.73K -75 -0.1%
MF
223
Meridian Financial
Massachusetts
$7.08M +$157K +2,481 +2%
EB
224
Eastern Bank
Massachusetts
$7.07M -$73.9K -1,172 -1%
PCG
225
Prosperity Consulting Group
Maryland
$7.06M +$1.18M +18,743 +19%

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.