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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
WS
551
Wedbush Securities
California
$411K -$121K -2,262 -23%
NP
552
NorthRock Partners
Minnesota
$410K -$42.5K -796 -9%
SFA
553
Source Financial Advisors
New York
$402K -$13.6K -254 -3%
MP
554
McDonald Partners
Ohio
$400K +$400K +7,498 New
DIA
555
Dana Investment Advisors
Wisconsin
$399K -$19.2K -360 -5%
CPO
556
Cerity Partners OCIO
New York
$399K -$14.2K -265 -3%
GC
557
Grimes & Company
Massachusetts
$399K
SFS
558
Security Financial Services
Indiana
$398K -$2.99K -56 -0.7%
CB
559
Commerce Bank
Missouri
$392K +$3.68K +69 +0.9%
NEPWA
560
New England Private Wealth Advisors
Massachusetts
$391K +$1.12K +21 +0.3%
PWM
561
Perigon Wealth Management
California
$390K -$14.6K -274 -4%
FCT
562
Family Capital Trust
Massachusetts
$390K
WPC
563
Wedmont Private Capital
Pennsylvania
$390K
TCA
564
Transcend Capital Advisors
New Jersey
$386K
TCM
565
Tandem Capital Management
New Jersey
$384K +$8.01K +150 +2%
AFA
566
Atlas Financial Advisors
California
$381K +$4.81K +90 +1%
TCBWMS
567
Texas Capital Bank Wealth Management Services
Texas
$380K
ACG
568
Allen Capital Group
Nebraska
$378K +$53 +1 +0%
FFA
569
Founders Financial Alliance
North Carolina
$377K +$8.12K +152 +2%
PFA
570
Pettinga Financial Advisors
Indiana
$372K -$45.7K -856 -11%
ASBI
571
American State Bank (Iowa)
Iowa
$365K +$160 +3 +0%
AG
572
Ascent Group
Virginia
$365K +$126K +2,352 +52%
AL
573
Aspiriant LLC
California
$365K +$365K +6,840 New
BF
574
BOK Financial
Oklahoma
$363K +$26.2K +490 +8%
ATC
575
Argent Trust Co
Tennessee
$362K

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.