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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
KF
576
Krilogy Financial
Missouri
$361K -$18.7K -350 -5%
IWP
577
Insight Wealth Partners
Texas
$361K
CG
578
Clarus Group
Texas
$360K -$5.61K -105 -2%
FSA
579
Fort Sheridan Advisors
Illinois
$357K +$357K +6,686 New
CWS
580
Confluence Wealth Services
Pennsylvania
$354K +$201K +3,771 +132%
MWM
581
Maripau Wealth Management
Indiana
$351K +$358K +6,711 New
ACM
582
Ayrshire Capital Management
Connecticut
$349K +$4.33K +81 +1%
WMR
583
Wealth Management Resources
Rhode Island
$346K +$1.66K +31 +0.5%
PA
584
Planning Alternatives
Michigan
$340K -$2.03K -38 -0.6%
ACM
585
Advisors Capital Management
New Jersey
$338K -$11.9K -223 -3%
WCM
586
Whitener Capital Management
North Carolina
$336K -$53.4K -1,000 -14%
MLIC
587
Mandatum Life Insurance Company
Finland
$333K -$57.7K -1,080 -15%
FA
588
FDx Advisors
Illinois
$333K
SW
589
SVB Wealth
Massachusetts
$333K +$84.8K +1,589 +34%
DSAM
590
Dock Street Asset Management
Florida
$328K
TW
591
Transform Wealth
Colorado
$328K +$327K +6,126 New
T
592
TRUADVICE
Florida
$324K +$342K +6,398 New
RRA
593
Round Rock Advisors
Connecticut
$322K +$16.3K +305 +5%
SW
594
Solidarity Wealth
Utah
$321K +$321K +6,019 New
Deutsche Bank
595
Deutsche Bank
Germany
$320K +$320K +6,000 New
LWMG
596
Levy Wealth Management Group
Pennsylvania
$319K +$534 +10 +0.2%
BFIM
597
Beese Fulmer Investment Management
Ohio
$315K +$35.7K +669 +13%
FP
598
Financial Perspectives
Minnesota
$315K +$99.2K +1,857 +46%
FMC
599
First Merchants Corp
Indiana
$303K
AWM
600
Aprio Wealth Management
Georgia
$303K +$303K +5,666 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.