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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
APA
326
Astoria Portfolio Advisors
New York
$1.81M -$143K -2,673 -7%
SEP
327
Southland Equity Partners
Missouri
$1.78M +$174K +3,268 +11%
CWP
328
Curated Wealth Partners
California
$1.77M
WAP
329
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$748K -14,007 -30%
HIS
330
Horizon Investment Services
Indiana
$1.73M +$204K +3,820 +13%
RG
331
Retirement Group
California
$1.72M +$2.24K +42 +0.1%
WIP
332
WealthCare Investment Partners
Rhode Island
$1.7M +$76.6K +1,434 +5%
KCM
333
Karp Capital Management
California
$1.7M -$21.1M -394,944 -93%
AF
334
Allworth Financial
California
$1.7M -$285K -5,330 -14%
CAC
335
Certified Advisory Corp
Florida
$1.7M -$50.3K -942 -3%
PIMG
336
Patriot Investment Management Group
Tennessee
$1.69M +$3.68K +69 +0.2%
MIAN
337
Mariner Independent Advisor Network
Kansas
$1.66M +$83K +1,554 +5%
CFD
338
Creative Financial Designs
Indiana
$1.63M -$1.03M -19,217 -39%
Brown Advisory
339
Brown Advisory
Maryland
$1.63M +$249K +4,664 +18%
WANY
340
Wealthspire Advisors (New York)
New York
$1.62M -$7.58K -142 -0.5%
NCM
341
New Capital Management
Texas
$1.61M
SC
342
Scotia Capital
Ontario, Canada
$1.6M +$246K +4,613 +18%
EPA
343
Element Pointe Advisors
Florida
$1.59M -$66.7K -1,250 -4%
HHRDM
344
H&H Retirement Design & Management
Nevada
$1.58M -$496K -9,286 -24%
FHC
345
First Heartland Consultants
Missouri
$1.58M +$481 +9 +0%
LA
346
LexAurum Advisors
Kansas
$1.57M +$155K +2,901 +11%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$1.56M -$280K -5,251 -15%
TVAMP
348
Tennessee Valley Asset Management Partners
Tennessee
$1.53M +$44.8K +839 +3%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$1.53M +$114K +2,144 +8%
BTWM
350
Baker Tilly Wealth Management
Wisconsin
$1.52M +$170K +3,181 +13%

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.