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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
RCG
76
Rock Creek Group
District of Columbia
$21.9M +$20M +374,415 New
KFS
77
Kelly Financial Services
Massachusetts
$21.7M -$7.35M -137,602 -25%
VDI
78
Vaughan David Investments
Illinois
$21.6M +$1.21M +22,613 +6%
LNC
79
Lincoln National Corp
Pennsylvania
$21.3M +$890K +16,667 +4%
OCM
80
One Capital Management
California
$21.1M +$9.03M +169,081 +75%
CCA
81
Conservest Capital Advisors
Pennsylvania
$20.9M +$7.4M +138,637 +55%
CWA
82
Consilio Wealth Advisors
Washington
$20.9M +$6.34M +118,676 +44%
AWS
83
Atria Wealth Solutions
New York
$20.9M +$20.9M +390,594 New
IA
84
IFS Advisors
Kansas
$19.8M +$8.86M +165,914 +81%
XF
85
XML Financial
Maryland
$19.5M +$688K +12,877 +4%
TCWA
86
Ten Capital Wealth Advisors
Washington
$19.5M -$1.13M -21,245 -6%
CAL
87
Capital Analysts LLC
Pennsylvania
$19.4M +$28.6K +535 +0.1%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$19.2M -$4.48M -83,922 -19%
RA
89
Rodgers & Associates
Pennsylvania
$18.9M -$755K -14,132 -4%
EH
90
Equitable Holdings
New York
$18.5M +$2.22M +41,641 +14%
RDFA
91
Ritter Daniher Financial Advisory
Ohio
$18M +$114K +2,134 +0.6%
KAS
92
Kestra Advisory Services
Texas
$17.5M -$16.9M -316,840 -49%
SWA
93
Stratos Wealth Advisors
Ohio
$17.2M -$1.3M -24,327 -7%
Citigroup
94
Citigroup
New York
$17.2M +$3.26M +61,077 +23%
SWP
95
Stratos Wealth Partners
Ohio
$16.9M +$4.44M +83,123 +36%
NA
96
NewEdge Advisors
Louisiana
$16M -$940K -17,601 -6%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$15.9M +$280K +5,240 +2%
9WM
98
9258 Wealth Management
Ohio
$15.9M -$763K -14,290 -5%
BWL
99
Bogart Wealth LLC
Virginia
$15.7M +$15.7M +293,437 +1,956,247%
SWP
100
Strategic Wealth Partners
Ohio
$15.6M +$106K +1,993 +0.7%

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.