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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
YIH
801
Y-Intercept (HK)
Hong Kong
-$384K -6,915 Closed
TSWM
802
Tyler-Stone Wealth Management
Ohio
-$339K -6,098 Closed
Fisher Asset Management
803
Fisher Asset Management
Washington
-$313K -5,637 Closed
PD
804
Planning Directions
Pennsylvania
-$309K -5,551 Closed
ZIMP
805
Zimmermann Investment Management & Planning
Pennsylvania
-$306K -5,506 Closed
WFO
806
Wealthgate Family Office
Colorado
-$295K -5,300 Closed
PCA
807
Personal Capital Advisors
California
-$255K -5,281 Closed
TIA
808
Traphagen Investment Advisors
New Jersey
-$285K -5,127 Closed
Principal Financial Group
809
Principal Financial Group
Iowa
-$272K -4,898 Closed
NCM
810
Noesis Capital Mangement
Florida
-$252K -4,534 Closed
SMG
811
Smart Money Group
Texas
-$245K -4,407 Closed
LGWM
812
Litman Gregory Wealth Management
California
-$242K -4,350 Closed
ANTB
813
AMG National Trust Bank
Colorado
-$228K -4,110 Closed
IFWM
814
Institute for Wealth Management
Colorado
-$206K -3,712 Closed
EL
815
Essex LLC
Illinois
-$204K -3,670 Closed
AWM
816
Apollon Wealth Management
South Carolina
-$201K -3,611 Closed
Cerity Partners
817
Cerity Partners
New York
-$201K -3,610 Closed
PCM
818
Penserra Capital Management
California
-$125K -2,262 Closed
SFM
819
Signet Financial Management
New Jersey
-$111K -1,988 Closed
CA
820
Cornerstone Advisory
Maryland
-$106K -1,901 Closed
LFG
821
Leverty Financial Group
Wisconsin
-$95K -1,726 Closed
WT
822
Whittier Trust
California
-$76K -1,372 Closed
CAAS
823
Capital Asset Advisory Services
Michigan
-$48K -871 Closed
EVM
824
Eaton Vance Management
Massachusetts
-$41K -736 Closed
RI
825
Rinkey Investments
California
-$30K -549 Closed

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.