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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
RJA
26
Raymond James & Associates
Florida
$103M +$8.1M +151,673 +9%
Mariner
27
Mariner
Kansas
$87.9M +$14.7M +276,224 +20%
PAG
28
Private Advisor Group
New Jersey
$86.4M +$2.17M +40,572 +3%
AT
29
American Trust
Kentucky
$75.8M +$1.08M +20,208 +1%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$71.2M -$3.23M -60,545 -4%
NFC
31
Northeast Financial Consultants
Connecticut
$70.3M +$4.91M +91,944 +8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$63.8M +$2.17M +40,724 +4%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$61.2M +$37.3M +697,979 +182%
CP
34
Corbenic Partners
Pennsylvania
$57.7M -$2.24M -41,998 -4%
SPC
35
Sigma Planning Corp
Michigan
$56.3M +$11.9M +222,250 +27%
SSWG
36
Seven Springs Wealth Group
Tennessee
$51.7M +$4.43M +83,013 +9%
LFA
37
Legacy Financial Advisors
Kentucky
$51.3M +$931K +17,437 +2%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$50.6M +$3.14M +58,729 +7%
SPIA
39
Steward Partners Investment Advisory
New York
$46.8M +$89K +1,666 +0.2%
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$46.8M +$1.27M +23,858 +3%
AWM
41
Avior Wealth Management
Nebraska
$46.3M +$4.22M +79,067 +10%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$44M +$42.5M +796,107 +2,825%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$43M +$42.8M +800,950 +18,984%
VAS
44
Vestmark Advisory Solutions
Massachusetts
$42.6M -$2.71M -50,722 -6%
AAS
45
Avantax Advisory Services
Texas
$39.5M +$3.78M +70,776 +11%
GC
46
Gratus Capital
Georgia
$39.4M -$497K -9,311 -1%
CWP
47
Concord Wealth Partners
Virginia
$37.4M -$1.46M -27,258 -4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$36.9M +$2.19M +41,078 +6%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$36M +$21.7M +405,837 +151%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$35.1M +$5.14M +96,339 +17%

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.