iShares Core Dividend Growth ETF
DGRO
765 hedge funds and large institutions have $13.1B invested in iShares Core Dividend Growth ETF in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 352 increasing their positions, 167 reducing their positions, and 32 closing their positions.
2,643% more call options, than puts
Call options by funds: $55M | Put options by funds: $2.01M
363% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 32
111% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 167
22% more funds holding in top 10
Funds holding in top 10: 82 → 100 (+18)
17% more capital invested
Capital invested by funds: $11.2B → $13.1B (+$1.91B)
15% more funds holding
Funds holding: 664 → 765 (+101)
0.56% more ownership
Funds ownership: 56.36% → 56.92% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$102M |
| 2 |
Morgan Stanley
New York
|
+$57.5M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$40.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$24M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$43.4M |
| 2 |
ACG
Arch Capital Group
Pembroke,
Bermuda
|
-$23.8M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$13.7M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$12.9M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.3M |
DGRO Hedge Fund Activity: Q4 2021 in Review
765 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q4 2021, worth a combined $13.1B — up 17% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new DGRO positions and 32 closed out — a net gain of 116 holders — while 352 added to existing stakes and 167 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $102M. The largest seller was Private Advisor Group, cutting an estimated $43.4M.
- 765 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q4 2021, up from 664 in Q3 2021.
- Funds reported $13.1B of iShares Core Dividend Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 148 funds opened new iShares Core Dividend Growth ETF positions in Q4 2021 and 32 closed out, a net change of +116 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q4 2021 was AE Wealth Management, an estimated $102M added.
- The largest iShares Core Dividend Growth ETF seller in Q4 2021 was Private Advisor Group, an estimated $43.4M sold.
Based on aggregated 13F filings for Q4 2021.