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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
MWM
626
Modera Wealth Management
New Jersey
$265K +$264K +4,953 New
SFS
627
Summit Financial Strategies
Ohio
$260K
FWP
628
Firethorn Wealth Partners
Georgia
$260K +$260K +4,863 New
SW
629
SteelPeak Wealth
California
$259K
SSWM
630
Sheets Smith Wealth Management
North Carolina
$258K -$152K -2,844 -37%
HSA
631
HBK Sorce Advisory
Pennsylvania
$258K +$160 +3 +0.1%
CSWM
632
Cassady Schiller Wealth Management
Ohio
$258K +$39.6K +741 +18%
SS
633
Simplicity Solutions
Minnesota
$256K -$256K -4,802 -50%
BFG
634
Berger Financial Group
Minnesota
$256K
ML
635
McAdam LLC
Pennsylvania
$256K +$256K +4,799 New
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$255K +$4.06K +76 +2%
FTUS
637
Flow Traders U.S.
New York
$253K +$253K +4,729 New
AAS
638
Annex Advisory Services
Wisconsin
$253K +$253K +4,731 New
PPWM
639
PFG Private Wealth Management
Florida
$249K -$139K -2,612 -36%
SAA
640
Southeast Asset Advisors
Georgia
$247K
MF
641
Montis Financial
Massachusetts
$245K
AF
642
Advisornet Financial
Minnesota
$243K -$60.3K -1,129 -20%
V
643
Veritable
Delaware
$243K
SF
644
Safeguard Financial
Wisconsin
$239K +$239K +4,482 New
SIM
645
Sadoff Investment Management
Wisconsin
$238K +$238K +4,448 New
BMM
646
Buffington Mohr McNeal
Idaho
$236K +$236K +4,414 New
LC
647
Lindbrook Capital
California
$234K -$53.4K -1,000 -19%
DWT
648
Dorsey & Whitney Trust
South Dakota
$234K
CWA
649
Clearview Wealth Advisors
Oregon
$231K -$32.5K -609 -12%
ZIM
650
Zacks Investment Management
Illinois
$231K -$27.1K -508 -11%

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.