iShares Core Dividend Growth ETF
DGRO
801 hedge funds and large institutions have $11.8B invested in iShares Core Dividend Growth ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 372 increasing their positions, 238 reducing their positions, and 42 closing their positions.
7,788% more call options, than puts
Call options by funds: $35.1M | Put options by funds: $445K
64% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 42
56% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 238
2% more funds holding
Funds holding: 789 → 801 (+12)
0% more funds holding in top 10
Funds holding in top 10: 107 → 107 (0)
0.13% less ownership
Funds ownership: 56.18% → 56.05% (-0.13%)
4% less capital invested
Capital invested by funds: $12.3B → $11.8B (-$490M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$109M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$101M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$56.8M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$29.6M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.9M |
| 2 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$25.5M |
| 3 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
-$24.4M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.1M |
| 5 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$19.6M |
DGRO Hedge Fund Activity: Q3 2022 in Review
801 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q3 2022, worth a combined $11.8B — down 4% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new DGRO positions and 42 closed out — a net gain of 27 holders — while 372 added to existing stakes and 238 trimmed.
The largest buyer was Ameriprise, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $46.9M.
- 801 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q3 2022, up from 789 in Q2 2022.
- Funds reported $11.8B of iShares Core Dividend Growth ETF stock for Q3 2022, down 4% quarter-over-quarter.
- 69 funds opened new iShares Core Dividend Growth ETF positions in Q3 2022 and 42 closed out, a net change of +27 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q3 2022 was Ameriprise, an estimated $109M added.
- The largest iShares Core Dividend Growth ETF seller in Q3 2022 was Morgan Stanley, an estimated $46.9M sold.
Based on aggregated 13F filings for Q3 2022.