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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
HWM
151
HB Wealth Management
Georgia
$8.96M -$135K -2,524 -1%
WWM
152
WJ Wealth Management
Arizona
$8.9M +$1.01M +18,914 +13%
MA
153
Mutual Advisors
Nebraska
$8.9M +$1.97M +36,949 +28%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$8.81M +$279K +5,227 +3%
WWA
155
WC Walker & Associates
California
$8.62M +$42.4K +794 +0.5%
MC
156
Matisse Capital
Oregon
$8.58M +$520K +9,737 +6%
5L
157
55I LLC
Massachusetts
$8.49M +$2.86M +53,476 +51%
AWM
158
Accel Wealth Management
Iowa
$8.48M +$450K +8,435 +6%
CA
159
CoreCap Advisors
Michigan
$8.47M +$262K +4,905 +3%
PWA
160
Physician Wealth Advisors
Utah
$8.46M -$120K -2,241 -1%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$8.35M +$1.97M +36,866 +31%
HCP
162
Holt Capital Partners
Texas
$8.28M +$862K +16,150 +12%
MA
163
Modus Advisors
Minnesota
$7.97M +$354K +6,623 +5%
ES
164
Eagle Strategies
New York
$7.9M -$1.32M -24,774 -14%
PFA
165
Professional Financial Advisors
Nebraska
$7.87M -$340K -6,363 -4%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$7.69M +$463K +8,678 +6%
CFO
167
Custos Family Office
Texas
$7.67M +$1.43M +26,713 +23%
CWM
168
Connecticut Wealth Management
Connecticut
$7.66M -$147K -2,755 -2%
Jane Street
169
Jane Street
New York
$7.65M +$6.19M +115,833 +424%
SVWAG
170
Sound View Wealth Advisors Group
Georgia
$7.46M +$51K +956 +0.7%
OC
171
Oppenheimer & Co
New York
$7.05M +$693K +12,975 +11%
TFS
172
Thoroughbred Financial Services
Tennessee
$6.95M +$767K +14,364 +12%
PA
173
PSI Advisors
Florida
$6.93M +$542K +10,157 +8%
GA
174
GoalVest Advisory
New York
$6.93M +$6.93M +129,809 New
HCA
175
Heck Capital Advisors
Wisconsin
$6.89M +$6.85M +128,230 +14,910%

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.