iShares Core Dividend Growth ETF
DGRO
1,044 hedge funds and large institutions have $16.9B invested in iShares Core Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 341 reducing their positions, and 34 closing their positions.
13,182% more call options, than puts
Call options by funds: $95M | Put options by funds: $715K
197% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 34
32% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 341
11% more capital invested
Capital invested by funds: $15.2B → $16.9B (+$1.7B)
6% more funds holding
Funds holding: 988 → 1,044 (+56)
3% more funds holding in top 10
Funds holding in top 10: 111 → 114 (+3)
0.18% less ownership
Funds ownership: 55.93% → 55.75% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$148M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$69.1M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$50.8M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$42.2M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$110M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$61.8M |
| 3 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$44.9M |
| 4 |
BlackRock
New York
|
-$36.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.5M |
DGRO Hedge Fund Activity: Q3 2024 in Review
1,044 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2024, worth a combined $16.9B — up 11% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new DGRO positions and 34 closed out — a net gain of 67 holders — while 449 added to existing stakes and 341 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $148M. The largest seller was Goldman Sachs, cutting an estimated $110M.
- 1,044 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2024, up from 988 in Q2 2024.
- Funds reported $16.9B of iShares Core Dividend Growth ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 101 funds opened new iShares Core Dividend Growth ETF positions in Q3 2024 and 34 closed out, a net change of +67 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $148M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2024 was Goldman Sachs, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2024.