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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
WCFA
351
Walkner Condon Financial Advisors
Wisconsin
$1.5M -$309K -5,787 -17%
William Blair & Company
352
William Blair & Company
Illinois
$1.46M +$248K +4,648 +21%
CTFG
353
Capstone Triton Financial Group
Oklahoma
$1.43M +$1.49M +27,869 New
RA
354
RFG Advisory
Alabama
$1.42M +$109K +2,038 +8%
CA
355
CSM Advisors
Pennsylvania
$1.41M
NRA
356
NSI Retail Advisors
Pennsylvania
$1.41M
SIC
357
Samalin Investment Counsel
New York
$1.39M +$23.1K +432 +2%
APW
358
Aurora Private Wealth
New Jersey
$1.38M +$1.33K +25 +0.1%
VC
359
Veracity Capital
Georgia
$1.37M +$2.35K +44 +0.2%
HAS
360
HBW Advisory Services
California
$1.35M +$73.4K +1,375 +6%
RBFC
361
Roman Butler Fullerton & Co
Missouri
$1.35M
AIP
362
Almanack Investment Partners
Pennsylvania
$1.35M -$14.5M -271,414 -91%
MFW
363
Meristem Family Wealth
Minnesota
$1.35M +$285K +5,345 +27%
GWAG
364
Garrett Wealth Advisory Group
Texas
$1.34M -$103K -1,932 -7%
CW
365
CreativeOne Wealth
Kansas
$1.33M +$266K +4,976 +25%
RFN
366
Redwood Financial Network
Ohio
$1.33M +$1.33M +24,829 New
VCM
367
Virtue Capital Management
Tennessee
$1.3M +$31.5K +590 +2%
CPIG
368
Chicago Partners Investment Group
Illinois
$1.28M +$7.32K +137 +0.5%
NFSG
369
Newbridge Financial Services Group
Florida
$1.28M +$427 +8 +0%
EWM
370
Endowment Wealth Management
Wisconsin
$1.28M -$149K -2,793 -10%
HFA
371
High Falls Advisors
New York
$1.27M -$328K -6,138 -21%
UWM
372
USAdvisors Wealth Management
Minnesota
$1.26M +$30.2K +565 +2%
GVAG
373
Great Valley Advisor Group
Delaware
$1.24M +$392K +7,333 +46%
IF
374
Intrua Financial
Texas
$1.24M +$71.4K +1,338 +6%
SCA
375
Scott Capital Advisors
Oregon
$1.23M +$1.23M +22,988 New

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.