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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
PGAM
201
Princeton Global Asset Management
New Jersey
$5.21M +$102K +1,913 +2%
WWM
202
Windsor Wealth Management
Indiana
$5.16M +$138K +2,580 +3%
VWA
203
Visionary Wealth Advisors
Illinois
$5.07M +$413K +7,735 +9%
APA
204
American Portfolios Advisors
New York
$5.03M +$3M +56,215 +148%
PCM
205
Parsons Capital Management
Rhode Island
$4.89M +$886K +16,600 +22%
SI
206
Stephens Inc
Arkansas
$4.88M -$9.51K -178 -0.2%
MFP
207
Meridian Financial Partners
Virginia
$4.84M +$1.4M +26,149 +41%
SFG
208
Sowa Financial Group
Rhode Island
$4.77M +$103K +1,924 +2%
LFAS
209
Level Four Advisory Services
Texas
$4.71M +$54.8K +1,027 +1%
AGP
210
Autumn Glory Partners
Texas
$4.71M +$640K +11,978 +16%
CWM
211
Cedar Wealth Management
California
$4.68M -$343K -6,419 -7%
US Bancorp
212
US Bancorp
Minnesota
$4.66M -$346K -6,476 -7%
PMG
213
ProVise Management Group
Florida
$4.5M +$637K +11,926 +16%
FF
214
FourThought Financial
Florida
$4.48M -$8.06K -151 -0.2%
SS
215
Sunbelt Securities
Texas
$4.44M +$121K +2,272 +3%
MWM
216
Meridian Wealth Management
Kentucky
$4.43M +$244K +4,576 +6%
SFP
217
Sandbox Financial Partners
Maryland
$4.42M +$540K +10,112 +14%
TW
218
TrinityPoint Wealth
Connecticut
$4.4M +$428K +8,018 +11%
MF
219
Meridian Financial
Massachusetts
$4.33M +$89.6K +1,678 +2%
IAN
220
Integrated Advisors Network
Texas
$4.28M +$1.35M +25,373 +46%
BPA
221
Beacon Pointe Advisors
California
$4.2M +$3.93M +73,597 +1,474%
VWA
222
V Wealth Advisors
Kansas
$4.17M +$97.9K +1,834 +2%
EWA
223
Exencial Wealth Advisors
Oklahoma
$4.16M +$197K +3,693 +5%
TWM
224
TriaGen Wealth Management
California
$4.15M +$270K +5,059 +7%
TA
225
Townsend & Associates
Colorado
$4.15M +$332K +6,217 +9%

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.