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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
AAP
701
Arax Advisory Partners
Colorado
$80K +$18.7K +350 +30%
FWM
702
Focused Wealth Management
New York
$79K
JGIA
703
Jackson Grant Investment Advisers
Connecticut
$79K +$107 +2 +0.1%
CIR
704
Clear Investment Research
Georgia
$76K -$1.18K -22 -2%
ACA
705
Aptus Capital Advisors
Alabama
$76K +$18.6K +349 +32%
SCA
706
Stuart Chaussee & Associates
California
$72K +$72K +1,349 New
BAM
707
Bellevue Asset Management
Washington
$65K +$14.2K +265 +28%
SCA
708
Stonebridge Capital Advisors
Minnesota
$59K -$46.7K -875 -44%
PP
709
PrairieView Partners
Minnesota
$58K
TWA
710
TCI Wealth Advisors
Arizona
$58K +$160 +3 +0.3%
SSC
711
Syverson Strege & Co
Iowa
$58K +$320 +6 +0.6%
FWP
712
FAS Wealth Partners
Kansas
$55K +$53 +1 +0.1%
LWP
713
Laurel Wealth Planning
Minnesota
$55K +$55.2K +1,033 New
GLLW
714
Graves Light Lenhart Wealth
Virginia
$53K
FWA
715
FSC Wealth Advisors
New York
$52K +$694 +13 +1%
BBPWM
716
Blue Bell Private Wealth Management
Pennsylvania
$50K -$694 -13 -1%
CCA
717
Column Capital Advisors
Indiana
$50K
CCM
718
Covington Capital Management
California
$49K +$53 +1 +0.1%
PMFA
719
Plante Moran Financial Advisors
Michigan
$46K
CIAS
720
CFS Investment Advisory Services
New Jersey
$45K +$126M +2,352,950 +5,851%
JFA
721
JNBA Financial Advisors
Minnesota
$43K -$63.9K -1,196 -60%
KA
722
Kozak & Associates
Colorado
$42K
CAM
723
Costello Asset Management
Pennsylvania
$42K +$41.8K +783 New
SAM
724
Strategic Asset Management
Minnesota
$40K -$52.1K -975 -56%
CFB
725
Cullen/Frost Bankers
Texas
$40K

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.