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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
AWA
1
Arete Wealth Advisors
Illinois
$3.71B -$115K -2,347 -3%
FCAS
2
First Command Advisory Services
Texas
$1.23B -$444M -9,050,630 -27%
Bank of America
3
Bank of America
North Carolina
$947M +$12.3M +249,831 +1%
Morgan Stanley
4
Morgan Stanley
New York
$927M +$60.5M +1,232,407 +7%
Ameriprise
5
Ameriprise
Minnesota
$671M +$92.2M +1,878,104 +16%
LPL Financial
6
LPL Financial
California
$481M +$45M +916,427 +11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$448M +$83.2M +1,695,387 +23%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$432M +$44.4M +905,189 +12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$413M +$7.93M +161,581 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$381M -$18M -366,557 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$377M +$31.5M +642,123 +9%
CIA
12
Capital Investment Advisors
Georgia
$319M +$13.5M +274,161 +4%
Wells Fargo
13
Wells Fargo
California
$292M +$27M +550,597 +10%
UBS Group
14
UBS Group
Switzerland
$266M +$16.4M +334,727 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$258M +$17.8M +363,534 +8%
Goldman Sachs
16
Goldman Sachs
New York
$237M -$2.78M -56,576 -1%
BlackRock
17
BlackRock
New York
$215M +$14.9M +302,868 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$215M +$10M +203,630 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$155M +$2.9M +59,178 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$144M +$22.5M +458,443 +19%
HighTower Advisors
21
HighTower Advisors
Illinois
$141M +$1.22M +24,901 +0.9%
FCB
22
First Command Bank
Texas
$138M +$4.35M +88,524 +3%
FCFS
23
First Command Financial Services
Texas
$138M +$4.35M +88,524 +3%
Truist Financial
24
Truist Financial
North Carolina
$134M +$9.39M +191,257 +8%
Mariner
25
Mariner
Kansas
$105M +$9.72M +198,020 +10%

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.