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iShares Core Dividend Growth ETF

964 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 359 increasing their positions, 353 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

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

23% more capital invested

Capital invested by funds: $12.2B → $15B (+$2.86B)

7% more funds holding

Funds holding: 897964 (+67)

6.34% more ownership

Funds ownership: 53.24%59.58% (+6.3%)

3% more funds holding in top 10

Funds holding in top 10: 113116 (+3)

2% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 353

Holders
964
Holders Change
+67
Holders Change %
+7.47%
% of All Funds
14.05%
Holding in Top 10
116
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.65%
% of All Funds
1.69%
New
138
Increased
359
Reduced
353
Closed
57
Calls
$4.65M
Puts
$38K
Net Calls
+$4.61M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.1B +$1.02B +20,142,784 +106%
Bank of America
2
Bank of America
North Carolina
$976M -$12.3M -242,125 -1%
LPL Financial
3
LPL Financial
California
$600M +$26.8M +529,366 +5%
Ameriprise
4
Ameriprise
Minnesota
$542M +$11.1M +219,470 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$472M -$1.49M -29,347 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$460M +$4.33M +85,304 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$436M +$20.2M +397,685 +5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$434M -$34.2M -675,381 -8%
Wealthfront Advisers
9
Wealthfront Advisers
California
$397M +$163M +3,216,231 +77%
BlackRock
10
BlackRock
New York
$393M +$322M +6,347,606 +662%
CIA
11
Capital Investment Advisors
Georgia
$378M +$9.3M +183,410 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$376M -$3.2M -63,122 -0.9%
Goldman Sachs
13
Goldman Sachs
New York
$327M +$58.7M +1,158,144 +24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$306M +$4.26M +84,000 +1%
Wells Fargo
15
Wells Fargo
California
$283M +$26.3M +518,671 +11%
UBS Group
16
UBS Group
Switzerland
$253M -$20.1M -395,611 -8%
Truist Financial
17
Truist Financial
North Carolina
$185M +$6.81M +134,285 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$177M -$46.2M -911,643 -22%
JP Morgan Chase
19
JP Morgan Chase
New York
$172M +$22.4M +441,291 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
$170M -$12.4M -244,935 -7%
HighTower Advisors
21
HighTower Advisors
Illinois
$160M +$11.1M +219,500 +8%
RJA
22
Raymond James & Associates
Florida
$135M +$36.3M +715,487 +40%
Mariner
23
Mariner
Kansas
$123M +$7.1M +140,093 +7%
AT
24
American Trust
Kentucky
$111M +$3.91M +77,084 +4%
Stifel Financial
25
Stifel Financial
Missouri
$106M +$3.26M +64,237 +3%

DGRO Hedge Fund Activity: Q4 2023 in Review

964 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2023, worth a combined $15B — up 23% 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 359 added to existing stakes and 353 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.02B. 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 $15B of iShares Core Dividend Growth ETF stock for Q4 2023, up 23% 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 Morgan Stanley, an estimated $1.02B 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.