We are live on ! Find out more
DGRO icon

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
ST
726
Smithfield Trust
Pennsylvania
$40K
RA
727
Rise Advisors
New York
$40K +$214 +4 +0.5%
TCM
728
Tradewinds Capital Management
Washington
$40K +$32.9K +617 +454%
LF
729
Lee Financial
Texas
$39K
BCMLT
730
Beacon Capital Management LLC (Tennessee)
Tennessee
$38K +$37.8K +708 New
PAIM
731
Punch & Associates Investment Management
Minnesota
$34K +$33.7K +631 New
JWM
732
Janiczek Wealth Management
Colorado
$32K
CFO
733
CVA Family Office
Colorado
$29K
DHGWA
734
Dixon Hughes Goodman Wealth Advisors
North Carolina
$28K
WT
735
Washington Trust
Rhode Island
$27K
ZIG
736
Zullo Investment Group
Pennsylvania
$27K +$26.7K +500 New
IBOK
737
Independence Bank of Kentucky
Kentucky
$27K +$27K +505 New
BCM
738
Bourgeon Capital Management
Connecticut
$26K
HNB
739
Huntington National Bank
Ohio
$26K
TFGT
740
TS Financial Group (TSFG)
Illinois
$25K +$11.5K +216 +89%
QC
741
Quent Capital
New York
$23K +$23.1K +432 New
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$4.27K -80 -16%
OSAM
743
O'Shaughnessy Asset Management
Connecticut
$21K
FCMT
744
Founders Capital Management (Texas)
Texas
$20K
CSWG
745
Cardinal Strategic Wealth Guidance
Kentucky
$20K +$20.1K +377 New
TWM
746
Tradition Wealth Management
Minnesota
$20K +$20.2K +379 New
HWMA
747
Heritage Wealth Management (Arizona)
Arizona
$20K +$20.3K +380 New
BA
748
Bellwether Advisors
Nebraska
$19K
CB
749
CNB Bank
Pennsylvania
$19K
JWA
750
JFS Wealth Advisors
Pennsylvania
$16K

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.