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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
DAS
176
Dynamic Advisor Solutions
Arizona
$6.81M +$1.98M +37,112 +41%
GRP
177
Global Retirement Partners
California
$6.79M +$7.28M +136,432 New
LWA
178
Lineweaver Wealth Advisors
Ohio
$6.77M +$600K +11,230 +10%
CIAS
179
Capital Investment Advisory Services
North Carolina
$6.66M +$472K +8,847 +8%
TWA
180
Tillar-Wenstrup Advisors
Ohio
$6.58M -$267K -5,006 -4%
RPWA
181
Regent Peak Wealth Advisors
Georgia
$6.54M -$595K -11,139 -8%
CWM
182
Cornerstone Wealth Management
Missouri
$6.5M +$256K +4,791 +4%
PAG
183
Powers Advisory Group
Illinois
$6.28M +$972K +18,209 +18%
HA
184
HYA Advisors
Missouri
$6.15M +$426K +7,975 +7%
SWMG
185
Sanchez Wealth Management Group
Florida
$6.08M +$13.1K +245 +0.2%
RWP
186
Ridgecrest Wealth Partners
California
$6.03M +$3.07M +57,518 +104%
GIA
187
Gladstone Institutional Advisory
Florida
$6.01M +$206K +3,864 +4%
MCC
188
Money Concepts Capital
Florida
$5.85M +$4.55M +85,220 +351%
KAM
189
Knightsbridge Asset Management
California
$5.75M +$50.6K +947 +0.9%
Creative Planning
190
Creative Planning
Kansas
$5.7M +$217K +4,058 +4%
DL
191
DOHJ LLC
Washington
$5.69M +$1.35M +25,266 +31%
EFS
192
Essex Financial Services
Connecticut
$5.64M +$253K +4,737 +5%
RPSA
193
Richard P. Slaughter Associates
Texas
$5.55M +$379K +7,104 +7%
RFM
194
Royal Fund Management
Florida
$5.47M +$485K +9,086 +10%
AWM
195
Aspire Wealth Management
Massachusetts
$5.46M -$72.8K -1,363 -1%
WFM
196
Wolff Financial Management
Michigan
$5.35M +$199K +3,727 +4%
HAC
197
Harbor Advisory Corp
New Hampshire
$5.34M
EWM
198
Echo Wealth Management
Minnesota
$5.26M +$32K +599 +0.6%
IC
199
IEQ Capital
California
$5.22M -$169K -3,158 -3%
1WA
200
180 Wealth Advisors
Washington
$5.21M -$87.1K -1,631 -2%

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.