iShares Core Dividend Growth ETF
DGRO
964 hedge funds and large institutions have $14B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 360 increasing their positions, 352 reducing their positions, and 57 closing their positions.
12,139% more call options, than puts
Call options by funds: $4.65M | Put options by funds: $38K
142% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 57
15% more capital invested
Capital invested by funds: $12.2B → $14B (+$1.81B)
7% more funds holding
Funds holding: 897 → 964 (+67)
3% more funds holding in top 10
Funds holding in top 10: 113 → 116 (+3)
2.18% more ownership
Funds ownership: 53.23% → 55.41% (+2.2%)
2% more repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 352
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$322M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$163M |
| 3 |
Goldman Sachs
New York
|
+$58.7M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$48.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$48M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$34.2M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$24.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$20.1M |
DGRO Hedge Fund Activity: Q4 2023 in Review
964 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2023, worth a combined $14B — up 15% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new DGRO positions and 57 closed out — a net gain of 81 holders — while 360 added to existing stakes and 352 trimmed.
The largest buyer was BlackRock, adding an estimated $322M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $48M.
- 964 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2023, up from 897 in Q3 2023.
- Funds reported $14B of iShares Core Dividend Growth ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 138 funds opened new iShares Core Dividend Growth ETF positions in Q4 2023 and 57 closed out, a net change of +81 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q4 2023 was BlackRock, an estimated $322M added.
- The largest iShares Core Dividend Growth ETF seller in Q4 2023 was Advocacy Wealth Management Services, an estimated $48M sold.
Based on aggregated 13F filings for Q4 2023.