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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
SPP
601
Single Point Partners
Massachusetts
$303K +$317K +5,934 +6%
BFC
602
Bedel Financial Consulting
Indiana
$300K -$16.1K -301 -5%
SBIA
603
Sheaff Brock Investment Advisors
Indiana
$300K
JIC
604
Joel Isaacson & Co
New York
$297K +$1.44K +27 +0.5%
CBFP
605
Cedar Brook Financial Partners
Ohio
$297K +$3.2K +60 +1%
KCA
606
Karn Couzens & Associates
Connecticut
$293K +$293K +5,479 New
CWA
607
Clarus Wealth Advisors
Arizona
$292K +$2.03K +38 +0.7%
WI
608
Wintrust Investments
Illinois
$291K +$81.7K +1,530 +39%
HAIM
609
Hunter Associates Investment Management
Pennsylvania
$288K
FFA
610
First Foundation Advisors
California
$287K
RHP
611
Royal Harbor Partners
Texas
$286K +$6.73K +126 +2%
CCP
612
Corient Capital Partners
California
$285K
RT
613
Rockland Trust
Massachusetts
$285K +$285K +5,344 New
AWA
614
Alta Wealth Advisors
Massachusetts
$284K -$71K -1,330 -20%
RIA
615
Realta Investment Advisors
Delaware
$284K -$7.85K -147 -3%
AWMT
616
AAFMAA Wealth Management & Trust
North Carolina
$284K
TFCP
617
Twin Focus Capital Partners
Massachusetts
$283K +$283K +5,302 New
GSWM
618
Golden State Wealth Management
California
$281K -$97.9K -1,834 -26%
AIM
619
Alhambra Investment Management
Florida
$280K +$12K +225 +4%
NC
620
NovaPoint Capital
Georgia
$277K -$91.3K -1,709 -25%
MSAM
621
Moloney Securities Asset Management
Missouri
$277K -$17.9K -336 -6%
BFA
622
BMS Financial Advisors
South Dakota
$270K -$8.44K -158 -3%
APP
623
Avantax Planning Partners
Iowa
$270K +$270K +5,050 New
PPP
624
Private Portfolio Partners
New Jersey
$269K -$41.8K -783 -13%
SCM
625
SOL Capital Management
Maryland
$267K

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.