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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
EDRIA
301
Edmonds Duncan Registered Investment Advisors
Kansas
$2.29M
FI
302
Financial Insights
Washington
$2.28M -$36.9K -691 -2%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$2.24M +$1.92M +35,975 +597%
KWM
304
Kingsview Wealth Management
Oregon
$2.23M +$313K +5,864 +16%
AAS
305
Ameritas Advisory Services
Nebraska
$2.14M -$273K -5,116 -11%
MSWMA
306
Market Street Wealth Management Advisors
Indiana
$2.13M -$475K -8,904 -18%
IWP
307
Icon Wealth Partners
Texas
$2.11M -$25.1K -470 -1%
HR
308
Howe & Rusling
New York
$2.09M +$258K +4,828 +14%
DADC
309
D.A. Davidson & Co
Montana
$2.07M -$1.06M -19,774 -34%
BIP
310
Bouvel Investment Partners
Pennsylvania
$2.05M -$12.8K -239 -0.6%
SF
311
Synovus Financial
Georgia
$2.05M +$265K +4,968 +15%
BFS
312
Bard Financial Services
Connecticut
$2.03M -$26.7K -500 -1%
GM
313
GeoWealth Management
Illinois
$2.02M -$10.9M -203,392 -84%
AF
314
Apexium Financial
Texas
$2.01M -$3.04K -57 -0.2%
IA
315
IFP Advisors
Florida
$2.01M +$2M +37,458 +187%
CRC
316
Curi RMB Capital
Illinois
$1.98M +$4.7K +88 +0.2%
TC
317
Titleist Capital
Texas
$1.97M +$24.3K +455 +1%
RF
318
Resolute Financial
Massachusetts
$1.93M +$139K +2,601 +8%
ICM
319
Islay Capital Management
Texas
$1.93M -$2.83K -53 -0.1%
BCI
320
Brinker Capital Investments
Pennsylvania
$1.9M -$83.2K -1,558 -4%
HTC
321
Haverford Trust Company
Pennsylvania
$1.89M -$9.18K -172 -0.5%
UCFA
322
United Capital Financial Advisors
Texas
$1.89M -$668K -12,513 -26%
LA
323
Latitude Advisors
Florida
$1.88M +$655K +12,258 +54%
CFGS
324
Concourse Financial Group Securities
Alabama
$1.86M +$267K +5,002 +17%
KMWM
325
Keudell/Morrison Wealth Management
Oregon
$1.83M +$150K +2,800 +9%

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.