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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
TGAM
51
TBH Global Asset Management
Tennessee
$34M +$411K +7,701 +1%
CAN
52
Cetera Advisor Networks
California
$33.2M +$2.75M +51,468 +9%
Stifel Financial
53
Stifel Financial
Missouri
$32.4M +$3.85M +72,136 +14%
DOA
54
D'Orazio & Associates
Virginia
$31.8M +$1.39M +26,007 +5%
LNB
55
Ledyard National Bank
$31.2M +$2.72M +50,890 +10%
WP
56
WealthPLAN Partners
Nebraska
$30.9M -$3.22M -60,264 -9%
WIM
57
WealthPlan Investment Management
Nebraska
$30.9M +$32.6M +610,960 New
SAS
58
Sanford Advisory Services
Michigan
$30.3M +$1.46M +27,379 +5%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$29.8M +$12M +225,458 +68%
PWM
60
Pacific Wealth Management
California
$29M +$118K +2,218 +0.4%
MWP
61
Madison Wealth Partners
Wisconsin
$27.8M +$1.12M +20,938 +4%
CA
62
Cetera Advisors
Colorado
$27.4M +$1.53M +28,620 +6%
CAMV
63
Concord Asset Management (Virginia)
Virginia
$26.9M -$160K -3,000 -0.6%
E
64
ETFidea
New York
$26.4M +$145K +2,707 +0.6%
SWA
65
Strategies Wealth Advisors
Michigan
$26.1M +$3.66M +68,635 +16%
ODG
66
O'Dell Group
Ohio
$25.6M +$662K +12,392 +3%
LB
67
Leo Brokerage
Texas
$25.2M +$25.2M +472,110 New
Comerica Bank
68
Comerica Bank
Texas
$25.1M +$347K +6,507 +1%
EB
69
Eastern Bank
Massachusetts
$24.2M +$16.4M +306,955 +210%
CIA
70
Compass Ion Advisors
Pennsylvania
$24M +$805K +15,068 +3%
PA
71
Prism Advisors
California
$23.8M +$462K +8,651 +2%
AssetMark Inc
72
AssetMark Inc
California
$23.3M +$4.53M +84,770 +24%
MWM
73
MBE Wealth Management
Wisconsin
$22.2M -$1.8M -33,641 -7%
KA
74
Kovack Advisors
Florida
$22.1M +$677K +12,675 +3%
RIG
75
RiverFront Investment Group
Virginia
$21.9M +$533K +9,973 +2%

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.