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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
EA
401
Eudaimonia Advisors
Tennessee
$1.07M +$454K +8,496 +73%
MWM
402
Minot Wealth Management
Massachusetts
$1.06M
SWP
403
Summit Wealth Partners
Florida
$1.06M +$5.13K +96 +0.5%
VC
404
Vicus Capital
Pennsylvania
$1.03M -$398K -7,448 -28%
BAM
405
Belpointe Asset Management
Nevada
$1.03M +$140K +2,621 +16%
NGA
406
Naples Global Advisors
Florida
$1.02M -$9.61K -180 -0.9%
MCA
407
MSH Capital Advisors
Arizona
$1.01M +$676K +12,667 +201%
MAM
408
McLean Asset Management
Virginia
$1.01M +$12.8K +240 +1%
BRWM
409
B. Riley Wealth Management
Tennessee
$1M -$551K -10,312 -35%
PA
410
Parallel Advisors
California
$993K -$98.9K -1,852 -9%
GT
411
Glenmede Trust
Pennsylvania
$989K
CFS
412
CRA Financial Services
New Jersey
$986K
OIA
413
Optimum Investment Advisors
Illinois
$980K +$267K +5,000 +37%
TA
414
TrueWealth Advisors
Alabama
$974K
IP
415
Investment Partners
Ohio
$960K +$1.23K +23 +0.1%
VPW
416
Vericrest Private Wealth
Pennsylvania
$960K +$170K +3,184 +22%
GWM
417
GSB Wealth Management
Connecticut
$957K +$8.44K +158 +0.9%
OCM
418
Objective Capital Management
Ohio
$957K +$75.8K +1,419 +9%
CAN
419
Claraphi Advisory Network
United States
$955K +$143K +2,676 +18%
FFG
420
Ford Financial Group
California
$944K -$4.33K -81 -0.5%
OAM
421
Oak Asset Management
California
$941K -$13.6K -255 -1%
JCM
422
Jacobi Capital Management
Pennsylvania
$935K +$10.7K +201 +1%
CFCI
423
Comprehensive Financial Consultants Institutional
Indiana
$933K +$6.35K +119 +0.7%
LIA
424
LBMC Investment Advisors
Tennessee
$929K
HNWAG
425
High Net Worth Advisory Group
Florida
$919K +$240K +4,500 +35%

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.