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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
FCAS
1
First Command Advisory Services
Texas
$1.81B +$4.19M +78,478 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$945M +$58.1M +1,087,606 +7%
Bank of America
3
Bank of America
North Carolina
$897M +$70.4M +1,318,667 +9%
Ameriprise
4
Ameriprise
Minnesota
$508M +$69.4M +1,299,432 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$444M -$8.89M -166,405 -2%
LPL Financial
6
LPL Financial
California
$438M +$39M +731,242 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$394M +$1.64M +30,649 +0.4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$377M +$4.73M +88,602 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$371M +$51.6M +966,353 +16%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$338M +$9.68M +181,302 +3%
CIA
11
Capital Investment Advisors
Georgia
$288M +$8.88M +166,221 +3%
UBS Group
12
UBS Group
Switzerland
$257M +$24.6M +460,484 +11%
Wells Fargo
13
Wells Fargo
California
$252M +$4.87M +91,298 +2%
Goldman Sachs
14
Goldman Sachs
New York
$250M +$3.06M +57,315 +1%
BlackRock
15
BlackRock
New York
$225M -$25.6M -478,943 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$213M +$20.6M +385,347 +11%
AWM
17
AE Wealth Management
Kansas
$161M +$33.4M +625,489 +26%
Osaic Holdings
18
Osaic Holdings
Arizona
$156M +$12.9M +242,449 +7%
MML Investors Services
19
MML Investors Services
Massachusetts
$153M +$3.97M +74,273 +3%
FCFS
20
First Command Financial Services
Texas
$146M +$26.9M +503,514 +23%
FCB
21
First Command Bank
Texas
$146M +$43.4M +812,714 +42%
HighTower Advisors
22
HighTower Advisors
Illinois
$143M +$5.99M +112,167 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$121M +$16.5M +308,791 +16%
Truist Financial
24
Truist Financial
North Carolina
$109M -$3.31M -61,922 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$105M +$3.19M +59,800 +3%

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.