iShares Core Dividend Growth ETF
DGRO
986 hedge funds and large institutions have $15B invested in iShares Core Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 374 increasing their positions, 370 reducing their positions, and 62 closing their positions.
673% more call options, than puts
Call options by funds: $55.1M | Put options by funds: $7.13M
53% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 62
2% more funds holding
Funds holding: 964 → 986 (+22)
1% more repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 370
1% more funds holding in top 10
Funds holding in top 10: 116 → 117 (+1)
0% less capital invested
Capital invested by funds: $15B → $15B (-$31.5M)
4.28% less ownership
Funds ownership: 59.58% → 55.31% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$131M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$81.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$41.5M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$33.1M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.12B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$122M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$62.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56M |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$41.6M |
DGRO Hedge Fund Activity: Q1 2024 in Review
986 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2024, worth a combined $15B — down 0.21% from $15B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new DGRO positions and 62 closed out — a net gain of 33 holders — while 374 added to existing stakes and 370 trimmed.
The largest buyer was BlackRock, adding an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $1.12B.
- 986 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2024, up from 964 in Q4 2023.
- Funds reported $15B of iShares Core Dividend Growth ETF stock for Q1 2024, down 0.21% quarter-over-quarter.
- 95 funds opened new iShares Core Dividend Growth ETF positions in Q1 2024 and 62 closed out, a net change of +33 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q1 2024 was BlackRock, an estimated $131M added.
- The largest iShares Core Dividend Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.12B sold.
Based on aggregated 13F filings for Q1 2024.