iShares Core Dividend Growth ETF
DGRO
1,042 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 100 funds opening new positions, 448 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
194% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 34
31% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 341
11% more capital invested
Capital invested by funds: $15.2B → $16.9B (+$1.7B)
6% more funds holding
Funds holding: 987 → 1,042 (+55)
2% more funds holding in top 10
Funds holding in top 10: 112 → 114 (+2)
0.45% less ownership
Funds ownership: 56.19% → 55.74% (-0.45%)
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 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$76.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$61.8M |
| 4 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$44.9M |
| 5 |
BlackRock
New York
|
-$36.6M |
DGRO Hedge Fund Activity: Q3 2024 in Review
1,042 of the 6,964 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: 100 funds opened new DGRO positions and 34 closed out — a net gain of 66 holders — while 448 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.
- 1,042 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2024, up from 987 in Q2 2024.
- Funds reported $16.9B of iShares Core Dividend Growth ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 100 funds opened new iShares Core Dividend Growth ETF positions in Q3 2024 and 34 closed out, a net change of +66 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.