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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
OC
676
Oakworth Capital
Alabama
$179K
MW
677
Milestone Wealth
New York
$156K
TFS
678
TrustCore Financial Services
Tennessee
$151K
AIM
679
Anchor Investment Management
South Carolina
$148K +$34K +637 +30%
FDCDDQ
680
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K +$35.5K +665 +32%
SBL
681
Sargent Bickham Lagudis
Colorado
$137K +$641 +12 +0.5%
WBC
682
West Branch Capital
Massachusetts
$134K +$694 +13 +0.5%
AA
683
Ancora Advisors
Ohio
$127K -$2.35K -44 -2%
HFM
684
Hartford Financial Management
Connecticut
$122K +$10.7K +200 +10%
AIC
685
Archer Investment Corporation
Indiana
$120K
RP
686
Rowlandmiller & Partners
Georgia
$115K +$8.81K +165 +8%
HWA
687
HHM Wealth Advisors
Tennessee
$114K +$1.92K +36 +2%
M1FG
688
Mach-1 Financial Group
Arkansas
$113K +$4.43K +83 +4%
LFG
689
Larson Financial Group
Missouri
$107K -$21.8K -409 -17%
FFA
690
Freedman Financial Associates
Massachusetts
$107K
CWM
691
Cranbrook Wealth Management
Michigan
$105K
WFA
692
West Financial Advisors
Iowa
$101K
GWM
693
Grand Wealth Management
Michigan
$93K +$92.5K +1,733 New
BWM
694
Baystate Wealth Management
Massachusetts
$92K +$29.7K +556 +47%
ZB
695
Zions Bancorporation
Utah
$90K
EI
696
Ellevest Inc
New York
$88K
GIA
697
GHP Investment Advisors
Colorado
$86K +$86.3K +1,617 New
WWP
698
WR Wealth Planners
Missouri
$84.2K +$84.2K +1,577 New
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$82K -$4.38K -82 -5%
CPA
700
Cardiff Park Advisors
California
$82K +$427 +8 +0.5%

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.