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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
IC
426
Inscription Capital
Texas
$900K
MSFS
427
Main Street Financial Solutions
Pennsylvania
$881K +$41.9K +784 +5%
AA
428
Addison Advisors
Vermont
$881K +$378K +7,083 +75%
JC
429
JB Capital
Connecticut
$876K -$57K -1,068 -6%
JIC
430
Johnson Investment Counsel
Ohio
$860K +$278K +5,200 +48%
PFO
431
Pathstone Family Office
New Jersey
$857K -$1.18K -22 -0.1%
CCMD
432
Cypress Capital Management (Delaware)
Delaware
$854K +$26.7K +500 +3%
LWP
433
Legacy Wealth Planning
Nevada
$853K +$260K +4,873 +44%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$848K -$20K -375 -2%
WA
435
Winfield Associates
Ohio
$842K +$342K +6,400 +68%
CMS
436
Capital Market Strategies
Florida
$830K +$28.7K +537 +4%
EP
437
Eudaimonia Partners
Tennessee
$830K +$829K +15,534 New
WPP
438
Whalerock Point Partners
Rhode Island
$827K +$45.5K +852 +6%
RF
439
Rollins Financial
Georgia
$809K +$126K +2,364 +18%
PAG
440
Paladin Advisory Group
Iowa
$808K +$808K +15,126 New
CF
441
Centaurus Financial
California
$804K -$2.11M -39,591 -72%
TFA
442
Teamwork Financial Advisors
Texas
$797K +$115K +2,154 +17%
BOPW
443
Brandywine Oak Private Wealth
Pennsylvania
$783K
RIA
444
Regal Investment Advisors
Michigan
$781K -$57.2K -1,072 -7%
LMKC
445
L.M. Kohn & Company
Ohio
$778K +$778K +14,566 New
HBW
446
Hazlett, Burt & Watson
West Virginia
$776K +$775K +14,519 New
TF
447
TRH Financial
Iowa
$759K +$498K +9,332 +191%
CCFM
448
Clear Creek Financial Management
Washington
$757K +$166K +3,116 +28%
VR
449
Viridian RIA
Washington
$754K -$846K -15,850 Closed
SFO
450
Stokes Family Office
Louisiana
$754K +$753K +14,108 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.