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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
TCMP
126
Thrive Capital Management (Pennsylvania)
Pennsylvania
$11.2M +$3M +56,135 +36%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$11.1M +$1.94M +36,400 +21%
WWM
128
Western Wealth Management
Colorado
$11M +$5.99M +112,118 +119%
AFG
129
Allegheny Financial Group
Pennsylvania
$11M -$73.6K -1,379 -0.7%
CA
130
Crumly & Associates
Illinois
$10.9M -$301K -5,631 -3%
WP
131
WealthShield Partners
North Carolina
$10.8M +$993K +18,601 +10%
ASN
132
Advisory Services Network
Georgia
$10.6M +$2.15M +40,339 +26%
AA
133
Argent Advisors
Louisiana
$10.6M -$2.85M -53,393 -21%
MPW
134
Monterey Private Wealth
California
$10.6M +$4.6M +86,102 +79%
PCM
135
Perritt Capital Management
Illinois
$10.5M +$101K +1,896 +1%
WF
136
Wayfinding Financial
Washington
$10.3M +$94K +1,760 +0.9%
WFA
137
Wells Financial Advisors
Massachusetts
$10.1M +$279K +5,220 +3%
CAG
138
Csenge Advisory Group
Florida
$10.1M -$312K -5,843 -3%
LFS
139
Legacy Financial Strategies
Kansas
$10M +$326K +6,108 +3%
BP
140
BBR Partners
New York
$9.89M +$14.8K +278 +0.2%
YWS
141
Yarger Wealth Strategies
Ohio
$9.83M -$2.28M -42,704 -19%
CTA
142
Colonial Trust Advisors
South Carolina
$9.8M +$589K +11,038 +6%
MWA
143
MFA Wealth Advisors
Pennsylvania
$9.72M -$34.1K -639 -0.4%
F
144
F3Logic
Minnesota
$9.7M -$983K -18,413 -9%
OIA
145
OneDigital Investment Advisors
Kansas
$9.63M +$6.99M +130,982 +266%
FA
146
FC Advisory
Pennsylvania
$9.57M +$156K +2,926 +2%
NWM
147
NEIRG Wealth Management
Massachusetts
$9.47M +$2.03M +38,032 +27%
PAS
148
Park Avenue Securities
New York
$9.46M +$467K +8,755 +5%
BRWA
149
B. Riley Wealth Advisors
Florida
$9.43M +$2.05M +38,437 +28%
VCP
150
Verus Capital Partners
Arizona
$9.18M +$9.64M +180,628 New

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.