We are live on ! Find out more
DGRO icon

iShares Core Dividend Growth ETF

789 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 366 increasing their positions, 247 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 247

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

18% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $1.78M

9% more funds holding in top 10

Funds holding in top 10: 98107 (+9)

1% more funds holding

Funds holding: 783789 (+6)

1.39% less ownership

Funds ownership: 57.57%56.18% (-1.4%)

8% less capital invested

Capital invested by funds: $13.4B → $12.3B (-$1.09B)

Holders
789
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
13.29%
Holding in Top 10
107
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.18%
% of All Funds
1.8%
New
66
Increased
366
Reduced
247
Closed
51
Calls
$2.1M
Puts
$1.78M
Net Calls
+$327K
Net Calls Change
-$52.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
551
Fort Sheridan Advisors
Illinois
$372K +$57.1K +1,132 +17%
FNWM
552
Financial Network Wealth Management
Utah
$369K
HCA
553
Heck Capital Advisors
Wisconsin
$362K -$6.13M -121,484 -94%
WI
554
Wintrust Investments
Illinois
$362K +$108K +2,142 +39%
ASBI
555
American State Bank (Iowa)
Iowa
$360K +$35.5K +704 +10%
CWAF
556
Core Wealth Advisors (Florida)
Florida
$357K -$119K -2,351 -24%
MP
557
McDonald Partners
Ohio
$357K
CPO
558
Cerity Partners OCIO
New York
$357K +$605 +12 +0.2%
GC
559
Grimes & Company
Massachusetts
$356K
SFS
560
Security Financial Services
Indiana
$355K
WS
561
Wedbush Securities
California
$353K -$14.1K -280 -4%
CF
562
Copperwynd Financial
Arizona
$352K -$35.3K -700 -9%
WAG
563
Winthrop Advisory Group
Massachusetts
$352K -$17.5K -348 -4%
TCM
564
Tandem Capital Management
New Jersey
$352K
TPWM
565
Twelve Points Wealth Management
Massachusetts
$351K -$46.3K -918 -11%
FCT
566
Family Capital Trust
Massachusetts
$348K
PWM
567
Perigon Wealth Management
California
$348K
SXL
568
Summit X LLC
Missouri
$347K -$193K -3,823 -34%
PFWA
569
Paces Ferry Wealth Advisors
Georgia
$347K -$26K -515 -7%
CB
570
Commerce Bank
Missouri
$347K -$3.48K -69 -0.9%
WPC
571
Wedmont Private Capital
Pennsylvania
$347K
EWM
572
Evermay Wealth Management
Virginia
$346K -$69.5K -1,378 -16%
SFA
573
Source Financial Advisors
New York
$346K -$12.8K -253 -3%
TCBWMS
574
Texas Capital Bank Wealth Management Services
Texas
$339K
ACG
575
Allen Capital Group
Nebraska
$337K +$50 +1 +0%