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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
CWP
451
Corepath Wealth Partners
Arizona
$750K
RMAM
452
Raab & Moskowitz Asset Management
New Jersey
$745K +$62.3K +1,166 +9%
B
453
Bailard
California
$739K -$68.9K -1,290 -9%
PPW
454
Pasadena Private Wealth
California
$729K -$52K -973 -7%
RWP
455
RWA Wealth Partners
Massachusetts
$726K +$130K +2,429 +22%
HGERS
456
Householder Group Estate & Retirement Specialist
Arizona
$724K +$3.26K +61 +0.5%
FIM
457
Freedom Investment Management
Connecticut
$723K +$280K +5,245 +63%
AR
458
Apeiron RIA
Texas
$722K +$71K +1,330 +11%
T. Rowe Price Associates
459
T. Rowe Price Associates
Maryland
$718K
DIA
460
Davidson Investment Advisors
Montana
$716K +$301K +5,635 +73%
LI
461
LMCG Investments
Massachusetts
$710K +$710K +13,295 New
FAM
462
Formidable Asset Management
Ohio
$706K -$51.6K -967 -7%
SFG
463
StrategIQ Financial Group
Indiana
$704K -$18.7K -350 -3%
FPW
464
Flagship Private Wealth
Massachusetts
$699K
AFG
465
Albion Financial Group
Utah
$685K -$5.87K -110 -0.8%
RWA
466
Ropes Wealth Advisors
Massachusetts
$666K
IA
467
IFG Advisory
Georgia
$666K +$120K +2,242 +22%
EWA
468
ERTS Wealth Advisors
Michigan
$662K -$3.74K -70 -0.6%
EWA
469
EP Wealth Advisors
California
$660K -$203K -3,795 -23%
FFN
470
Focus Financial Network
Minnesota
$650K -$2.53M -47,430 -80%
LC
471
Lincoln Capital
Nebraska
$649K +$117K +2,190 +22%
MCWS
472
McKinley Carter Wealth Services
West Virginia
$643K +$74K +1,386 +13%
MFG
473
Magnus Financial Group
New York
$637K +$310K +5,799 +95%
AA
474
Advisory Alpha
Michigan
$628K +$628K +11,758 New
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$623K +$623K +11,670 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.