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iShares Core Dividend Growth ETF

1,122 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 451 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 58

43% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.07M

25% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 361

8% more funds holding

Funds holding: 1,0421,122 (+80)

7% more funds holding in top 10

Funds holding in top 10: 114122 (+8)

6% more capital invested

Capital invested by funds: $16.9B → $17.8B (+$938M)

0.11% more ownership

Funds ownership: 55.74%55.84% (+0.11%)

Holders
1,122
Holders Change
+80
Holders Change %
+7.68%
% of All Funds
14.78%
Holding in Top 10
122
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.02%
% of All Funds
1.61%
New
164
Increased
451
Reduced
361
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.13B -$1.7M -26,964 -0.1%
Bank of America
2
Bank of America
North Carolina
$1.12B +$42.9M +679,471 +4%
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.06B +$451M +7,144,356 +70%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.05B +$55.6K +882 +5%
LPL Financial
5
LPL Financial
California
$905M +$87.8M +1,392,383 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$654M -$50.6M -802,770 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$617M +$634M +10,055,816 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$477M -$2.78M -44,075 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$476M +$42.5M +673,044 +9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$472M -$9.59M -152,078 -2%
CIA
11
Capital Investment Advisors
Georgia
$460M +$11.4M +180,448 +2%
Ameriprise
12
Ameriprise
Minnesota
$450M +$1.09M +17,297 +0.2%
Wells Fargo
13
Wells Fargo
California
$380M +$58.8M +932,713 +18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$364M +$9.91M +157,104 +3%
BlackRock
15
BlackRock
New York
$331M -$245M -3,889,122 -42%
UBS Group
16
UBS Group
Switzerland
$292M +$11.8M +187,244 +4%
Goldman Sachs
17
Goldman Sachs
New York
$269M -$3.49M -55,355 -1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$259M +$71.4M +1,132,527 +37%
MML Investors Services
19
MML Investors Services
Massachusetts
$236M +$3.13M +49,602 +1%
JP Morgan Chase
20
JP Morgan Chase
New York
$207M +$4.63M +73,361 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$199M +$8.4M +133,164 +4%
Truist Financial
22
Truist Financial
North Carolina
$193M +$8.04M +127,517 +4%
Mariner
23
Mariner
Kansas
$187M +$56.1M +889,718 +41%
Stifel Financial
24
Stifel Financial
Missouri
$138M +$8.04M +127,468 +6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$125M +$16M +253,146 +14%

DGRO Hedge Fund Activity: Q4 2024 in Review

1,122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2024, worth a combined $17.8B — up 5.6% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new DGRO positions and 58 closed out — a net gain of 106 holders — while 451 added to existing stakes and 361 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $451M. The largest seller was BlackRock, cutting an estimated $245M.

  • 1,122 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2024, up from 1,042 in Q3 2024.
  • Funds reported $17.8B of iShares Core Dividend Growth ETF stock for Q4 2024, up 5.6% quarter-over-quarter.
  • 164 funds opened new iShares Core Dividend Growth ETF positions in Q4 2024 and 58 closed out, a net change of +106 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q4 2024 was Wealthfront Advisers, an estimated $451M added.
  • The largest iShares Core Dividend Growth ETF seller in Q4 2024 was BlackRock, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2024.