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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
AFAS
526
Acorn Financial Advisory Services
Virginia
$464K +$44.4K +831 +11%
EWM
527
Evermay Wealth Management
Virginia
$462K +$129K +2,417 +39%
SAM
528
Silvercrest Asset Management
New York
$460K +$1.28K +24 +0.3%
VVP
529
Venture Visionary Partners
Ohio
$454K -$10.7K -200 -2%
MW
530
Marcum Wealth
Ohio
$448K -$72.8K -1,364 -14%
YWP
531
YorkBridge Wealth Partners
New York
$448K +$3.58K +67 +0.8%
AUB
532
Atlantic Union Bankshares
Virginia
$447K +$48.1K +900 +12%
RC
533
Randolph Company
Ohio
$445K +$74.9K +1,402 +20%
IGWM
534
ICA Group Wealth Management
Colorado
$445K +$465K +8,712 New
TPWM
535
Twelve Points Wealth Management
Massachusetts
$442K -$193K -3,620 -30%
FFP
536
Forbes Financial Planning
Rhode Island
$441K +$69.1K +1,295 +19%
SSI
537
Scott & Selber Inc
Texas
$438K +$107 +2 +0%
DWM
538
Destination Wealth Management
California
$437K -$5.39K -101 -1%
HDIM
539
Hanson & Doremus Investment Management
Vermont
$435K -$12.4K -232 -3%
KWM
540
Keebeck Wealth Management
Illinois
$432K -$9.08K -170 -2%
CF
541
Copperwynd Financial
Arizona
$432K
Koshinski Asset Management
542
Koshinski Asset Management
Illinois
$429K -$4.06K -76 -0.9%
CRWM
543
Castle Rock Wealth Management
California
$428K -$2.78K -52 -0.6%
SAM
544
SignalPoint Asset Management
Missouri
$424K +$34.3K +643 +9%
ARC
545
Advisor Resource Council
Texas
$419K -$172K -3,230 -29%
IA
546
Insight Advisors
Pennsylvania
$419K +$22.1K +413 +6%
PFWA
547
Paces Ferry Wealth Advisors
Georgia
$417K +$8.86K +166 +2%
CW
548
Connectus Wealth
Ohio
$415K +$399K +7,473 New
FNWM
549
Financial Network Wealth Management
Utah
$414K
WAG
550
Winthrop Advisory Group
Massachusetts
$413K +$1.71K +32 +0.4%

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.