iShares Core Dividend Growth ETF
DGRO
855 hedge funds and large institutions have $12B invested in iShares Core Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 353 increasing their positions, 306 reducing their positions, and 67 closing their positions.
395% more call options, than puts
Call options by funds: $5.25M | Put options by funds: $1.06M
15% more repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 306
9% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 67
2% less funds holding
Funds holding: 875 → 855 (-20)
3.15% less ownership
Funds ownership: 56.68% → 53.53% (-3.2%)
8% less funds holding in top 10
Funds holding in top 10: 127 → 117 (-10)
31% less capital invested
Capital invested by funds: $17.5B → $12B (-$5.48B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$156M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$63.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$55.8M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$52.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$1.22B |
| 2 |
JP Morgan Chase
New York
|
-$84.2M |
| 3 |
BlackRock
New York
|
-$75.4M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$56.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$55M |
DGRO Hedge Fund Activity: Q1 2023 in Review
855 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2023, worth a combined $12B — down 31% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new DGRO positions and 67 closed out — a net gain of 6 holders — while 353 added to existing stakes and 306 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $156M. The largest seller was First Command Advisory Services, cutting an estimated $1.22B.
- 855 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2023, down from 875 in Q4 2022.
- Funds reported $12B of iShares Core Dividend Growth ETF stock for Q1 2023, down 31% quarter-over-quarter.
- 73 funds opened new iShares Core Dividend Growth ETF positions in Q1 2023 and 67 closed out, a net change of +6 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q1 2023 was Wealthfront Advisers, an estimated $156M added.
- The largest iShares Core Dividend Growth ETF seller in Q1 2023 was First Command Advisory Services, an estimated $1.22B sold.
Based on aggregated 13F filings for Q1 2023.