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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
PWM
101
Provident Wealth Management
Tennessee
$15.6M +$1.44M +27,022 +10%
BFA
102
Beaumont Financial Advisors
Massachusetts
$15.5M +$495K +9,269 +3%
PP
103
PFS Partners
New Jersey
$15.5M +$546K +10,228 +4%
RFC
104
Regions Financial Corp
Alabama
$15.3M +$752K +14,074 +5%
FIA
105
Foundations Investment Advisors
Arizona
$15M +$1.34M +25,111 +10%
DI
106
DAGCO Inc
Ohio
$14.6M +$1.64M +30,644 +13%
FA
107
Flagstar Advisors
New York
$14.6M +$3.05M +57,115 +26%
KPWS
108
Kestra Private Wealth Services
Texas
$14.3M -$623K -11,673 -4%
AWAP
109
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$14.2M +$1.88M +35,133 +15%
CPSAC
110
Chas P. Smith & Associates (CPS)
Florida
$14.1M +$1.56M +29,170 +12%
CP
111
Capital Planning
Washington
$14M -$228K -4,272 -2%
NSLI
112
Nan Shan Life Insurance
Taiwan
$13.9M +$13.9M +260,258 New
JWCA
113
J.W. Cole Advisors
Florida
$13.8M +$2.96M +55,509 +27%
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.6M -$584K -10,930 -4%
RWM
115
Rezny Wealth Management
Florida
$13.3M +$13.3M +249,014 New
SDWIA
116
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$13.2M +$788K +14,760 +6%
WDL
117
Well Done LLC
Michigan
$13M +$56.5K +1,058 +0.4%
EL
118
EQ LLC
Washington
$12.8M +$4.8M +89,970 +60%
DFG
119
Demars Financial Group
Washington
$12.5M +$11.9M +223,147 +2,173%
BCM
120
Brookstone Capital Management
Illinois
$12.4M -$9.8M -183,621 -44%
W
121
WealthOne
New York
$12.3M +$657K +12,310 +6%
AWE
122
Avidian Wealth Enterprises
Texas
$11.9M +$4.61M +86,268 +63%
CAL
123
Capital Advisors Ltd
Ohio
$11.7M +$1.25M +23,498 +12%
ADL
124
Asset Dedication LLC
California
$11.7M -$434K -8,134 -4%
DC
125
Davenport & Co
Virginia
$11.6M +$1.25M +23,419 +12%

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.