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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
WCG
276
Weaver Consulting Group
California
$2.97M +$267 +5 +0%
SWM
277
Spire Wealth Management
Virginia
$2.95M -$58.1K -1,088 -2%
SMC
278
Smith, Moore & Co
Missouri
$2.86M +$504K +9,438 +21%
WIA
279
World Investment Advisors
California
$2.83M +$243K +4,545 +9%
Prudential Financial
280
Prudential Financial
New Jersey
$2.77M -$801K -15,007 -22%
PA
281
Pinnacle Associates
New York
$2.75M +$440K +8,235 +19%
OPS
282
Orion Portfolio Solutions
Nebraska
$2.73M +$1.2M +22,494 +79%
RWA
283
Redhawk Wealth Advisors
Minnesota
$2.73M -$992K -18,579 -27%
KIA
284
KCM Investment Advisors
California
$2.73M -$46.9K -879 -2%
GEA
285
Glen Eagle Advisors
New Jersey
$2.71M +$721K +13,507 +36%
SIC
286
Sterling Investment Counsel
New York
$2.68M +$30.6K +574 +1%
FHA
287
Flagship Harbor Advisors
Massachusetts
$2.68M +$93.9K +1,759 +4%
CA
288
Crewe Advisors
Utah
$2.66M +$624K +11,691 +31%
IWM
289
IHT Wealth Management
Illinois
$2.65M +$368K +6,888 +16%
RSWM
290
Robertson Stephens Wealth Management
California
$2.58M -$154K -2,876 -6%
TCM
291
TD Capital Management
Tennessee
$2.58M +$5.23K +98 +0.2%
CA
292
Calton & Associates
Florida
$2.53M -$296K -5,536 -10%
EWM
293
EPG Wealth Management
Georgia
$2.52M +$15.5K +291 +0.6%
SWP
294
ShoreHaven Wealth Partners
New Jersey
$2.47M -$21.2K -397 -0.9%
NW
295
NewEdge Wealth
Pennsylvania
$2.43M +$59.5K +1,115 +3%
NAM
296
Nissay Asset Management
Japan
$2.42M -$1.94M -36,377 -45%
KFGK
297
Keystone Financial Group (Kentucky)
Kentucky
$2.39M +$264K +4,948 +12%
T
298
TCWP
Ohio
$2.37M +$1.95M +36,586 +473%
IWC
299
Integrated Wealth Concepts
Massachusetts
$2.33M +$34.2K +640 +1%
FG
300
Fiduciary Group
Georgia
$2.3M -$125K -2,337 -5%

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.