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iShares Core Dividend Growth ETF

783 hedge funds and large institutions have $13.4B invested in iShares Core Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 407 increasing their positions, 190 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $4.87M

114% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 190

51% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 51

2% more funds holding

Funds holding: 766783 (+17)

2% more capital invested

Capital invested by funds: $13.1B → $13.4B (+$323M)

0.46% more ownership

Funds ownership: 57.1%57.57% (+0.46%)

2% less funds holding in top 10

Funds holding in top 10: 10098 (-2)

Holders
783
Holders Change
+17
Holders Change %
+2.22%
% of All Funds
12.35%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
1.55%
New
77
Increased
407
Reduced
190
Closed
51
Calls
$57.5M
Puts
$4.87M
Net Calls
+$52.6M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
226
Lloyd Advisory Services
Georgia
$4.07M +$3.38M +63,227 +487%
AGA
227
Arkos Global Advisors
Texas
$4.04M +$4.04M +75,629 New
WS
228
Wela Strategies
Georgia
$4.03M -$719K -13,457 -15%
MFG
229
Merit Financial Group
Georgia
$3.99M +$436K +8,174 +12%
FLI
230
Family Legacy Inc
South Carolina
$3.98M +$274K +5,127 +7%
AFP
231
Ausdal Financial Partners
Iowa
$3.97M +$278K +5,211 +8%
FA
232
Fermata Advisors
California
$3.96M -$238K -4,466 -6%
AWA
233
Arete Wealth Advisors
Illinois
$3.94M +$58.2K +1,090 +1%
SFPG
234
Stonebridge Financial Planning Group
Florida
$3.94M +$81.3K +1,523 +2%
HC
235
Hoese & Co
Minnesota
$3.89M +$511K +9,564 +15%
LWA
236
LWS Wealth Advisors
New Jersey
$3.86M +$35.5K +665 +0.9%
SWA
237
SOA Wealth Advisors
New York
$3.86M +$10.2K +191 +0.3%
VA
238
Valmark Advisers
Ohio
$3.85M +$12.5K +235 +0.3%
PFS
239
Prospera Financial Services
Texas
$3.82M -$30.3K -568 -0.8%
FIM
240
Fernwood Investment Management
Massachusetts
$3.78M +$207K +3,885 +6%
CWM
241
Congress Wealth Management
Massachusetts
$3.75M +$1.72M +32,232 +85%
IFG
242
Independent Financial Group
California
$3.75M -$11K -206 -0.3%
PPW
243
Pinnacle Private Wealth
Massachusetts
$3.74M +$346K +6,483 +10%
RTL
244
Red Tortoise LLC
Georgia
$3.73M +$506K +9,468 +16%
AIA
245
Acute Investment Advisory
Arizona
$3.66M +$3.65M +68,444 New
TP
246
Tranquility Partners
Tennessee
$3.65M +$135K +2,537 +4%
AF
247
AtlasMark Financial
Texas
$3.61M +$24.5K +459 +0.7%
TPCW
248
TD Private Client Wealth
New York
$3.53M +$3.53M +66,050 New
CG
249
Colony Group
Massachusetts
$3.52M -$402K -7,535 -10%
CS
250
Comerica Securities
Michigan
$3.5M -$559K -10,461 -14%

DGRO Hedge Fund Activity: Q1 2022 in Review

783 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q1 2022, worth a combined $13.4B — up 2.5% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DGRO positions and 51 closed out — a net gain of 26 holders — while 407 added to existing stakes and 190 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $126M. The largest seller was Arch Capital Group, exiting entirely with an estimated $29.3M sold.

  • 783 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q1 2022, up from 766 in Q4 2021.
  • Funds reported $13.4B of iShares Core Dividend Growth ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 77 funds opened new iShares Core Dividend Growth ETF positions in Q1 2022 and 51 closed out, a net change of +26 holders.
  • The largest iShares Core Dividend Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $126M added.
  • The largest iShares Core Dividend Growth ETF seller in Q1 2022 was Arch Capital Group, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2022.