iShares Core Dividend Growth ETF
DGRO
790 hedge funds and large institutions have $12.3B invested in iShares Core Dividend Growth ETF in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 366 increasing their positions, 247 reducing their positions, and 51 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 247
31% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 51
18% more call options, than puts
Call options by funds: $2.1M | Put options by funds: $1.78M
9% more funds holding in top 10
Funds holding in top 10: 98 → 107 (+9)
1% more funds holding
Funds holding: 783 → 790 (+7)
0.85% less ownership
Funds ownership: 57.03% → 56.18% (-0.85%)
8% less capital invested
Capital invested by funds: $13.4B → $12.3B (-$1.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$67.2M |
| 2 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
+$45.7M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$35.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.9M |
| 5 |
Morgan Stanley
New York
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$112M |
| 2 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$19.9M |
| 3 |
IA
IFS Advisors
Overland Park,
Kansas
|
-$18.5M |
| 4 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$18.2M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$15M |
DGRO Hedge Fund Activity: Q2 2022 in Review
790 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend Growth ETF (DGRO) for Q2 2022, worth a combined $12.3B — down 8.1% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new DGRO positions and 51 closed out — a net gain of 16 holders — while 366 added to existing stakes and 247 trimmed.
The largest buyer was Bank of America, adding an estimated $67.2M. The largest seller was AE Wealth Management, cutting an estimated $112M.
- 790 institutional investors held iShares Core Dividend Growth ETF (DGRO) as of Q2 2022, up from 783 in Q1 2022.
- Funds reported $12.3B of iShares Core Dividend Growth ETF stock for Q2 2022, down 8.1% quarter-over-quarter.
- 67 funds opened new iShares Core Dividend Growth ETF positions in Q2 2022 and 51 closed out, a net change of +16 holders.
- The largest iShares Core Dividend Growth ETF buyer in Q2 2022 was Bank of America, an estimated $67.2M added.
- The largest iShares Core Dividend Growth ETF seller in Q2 2022 was AE Wealth Management, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2022.