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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
KPCM
751
Kings Point Capital Management
New York
$16K
MBFW
752
Morton Brown Family Wealth
Pennsylvania
$16K
PCG
753
Private Capital Group
Connecticut
$16K
SIS
754
Sound Income Strategies
Florida
$13K
AWMS
755
Advocacy Wealth Management Services
Georgia
$12K
HS
756
Horan Securities
United States
$12K
IF
757
Integrity Financial
Wyoming
$12K +$3.79K +71 +46%
AIP
758
Ahrens Investment Partners
Louisiana
$11K -$30K -561 -73%
TIM
759
Tortoise Investment Management
New York
$11K
SCA
760
Sandy Cove Advisors
Massachusetts
$11K +$10.6K +198 New
DWA
761
Delos Wealth Advisors
Texas
$9K
FPFS
762
First Personal Financial Services
North Carolina
$9K +$9.08K +170 New
DB
763
Dravo Bay
Delaware
$8.87K +$8.86K +166 New
FHA
764
First Horizon Advisors
Tennessee
$8K -$5.88M -110,151 -100%
COCM
765
Charter Oak Capital Management
New Hampshire
$8K
MA
766
Montag & Associates
Georgia
$8K
WWM
767
Wolff Wiese Magana
California
$8K
BEI
768
Benjamin Edwards Inc
Missouri
$7K -$14.6K -273 -66%
EW
769
Evoke Wealth
California
$7K
DI
770
Disciplined Investments
Oklahoma
$6K
LSA
771
Lansing Street Advisors
Pennsylvania
$6K +$5.66K +106 New
BLC
772
Brown, Lisle/Cummings
Rhode Island
$5.34K +$5.34K +100 New
HI
773
Hudock Inc
Pennsylvania
$5K
MTIC
774
Missouri Trust & Investment Company
Missouri
$5K
LPWM
775
Lake Point Wealth Management
Texas
$4K

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.