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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
GWM
651
GDS Wealth Management
Texas
$231K +$234K +4,388 New
TPWA
652
TRUE Private Wealth Advisors
Oregon
$230K -$53.3K -998 -18%
RIM
653
Regent Investment Management
Kentucky
$228K +$10.7K +200 +5%
CA
654
Claro Advisors
Massachusetts
$225K
PWM
655
PRW Wealth Management
Massachusetts
$224K -$1.31M -24,450 -85%
NCM
656
NCM Capital Management
New Jersey
$224K
S
657
SignatureFD
Georgia
$224K +$320 +6 +0.1%
SF
658
Symphony Financial
Texas
$222K -$24K -450 -10%
RCA
659
Ranch Capital Advisors
Florida
$222K +$221K +4,148 New
ZF
660
Zhang Financial
Michigan
$216K +$216K +4,040 New
CFA
661
Camarda Financial Advisors
Florida
$215K +$215K +4,025 New
SCM
662
Stordahl Capital Management
Colorado
$214K +$214K +4,000 New
GCAC
663
Guardian Capital Advisors (Canada)
Ontario, Canada
$211K
MA
664
MBA Advisors
Pennsylvania
$210K
FFA
665
Fragasso Financial Advisors
Pennsylvania
$210K +$694 +13 +0.3%
FPWM
666
FSB Premier Wealth Management
Iowa
$210K +$21.3K +399 +11%
NAS
667
Nicolet Advisory Services
Wisconsin
$204K -$64.6K -1,209 -24%
AMM
668
American Money Management
California
$204K -$1.87K -35 -0.9%
AWA
669
Arkadios Wealth Advisors
Georgia
$203K -$18.7K -350 -8%
BCWM
670
Bartlett & Co Wealth Management
Ohio
$201K
BC
671
Bartlett & Co
Ohio
$201K
RFN
672
RDA Financial Network
Iowa
$201K +$5.23K +98 +3%
HH
673
Hilltop Holdings
Texas
$201K +$201K +3,773 New
UB
674
UMB Bank
Missouri
$193K +$4.33K +81 +2%
SWM
675
Selective Wealth Management
Virginia
$192K -$46.1K -863 -19%

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.