iShares US Digital Infrastructure and Real Estate ETF
IDGT
27 hedge funds and large institutions have $102M invested in iShares US Digital Infrastructure and Real Estate ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
13% more funds holding
Funds holding: 24 → 27 (+3)
12% more capital invested
Capital invested by funds: $91.1M → $102M (+$10.6M)
1.57% less ownership
Funds ownership: 40.92% → 39.36% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$2.98M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.84M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.62M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.12M |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
+$942K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.62M |
| 2 |
Morgan Stanley
New York
|
-$926K |
| 3 |
SG Americas Securities
New York
|
-$623K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$255K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Brown Advisory
Baltimore,
Maryland
| $2K | – | – | – |
|
|
AIG
27
American International Group
New York
| $484 | – | – | – |
|
|
TFA
28
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$216K | -7,494 | Closed |
|
29
Creative Planning
Overland Park,
Kansas
| – | -$7K | -250 | Closed |
|
30
M&T Bank
Buffalo,
New York
| – | -$3K | -110 | Closed |
|
IDGT Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q3 2013, worth a combined $102M — up 12% from $91.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IDGT positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $2.98M. The largest seller was Bank of America, cutting an estimated $3.62M.
- 27 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q3 2013, up from 24 in Q2 2013.
- Funds reported $102M of iShares US Digital Infrastructure and Real Estate ETF stock for Q3 2013, up 12% quarter-over-quarter.
- 6 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q3 2013 and 3 closed out, a net change of +3 holders.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q3 2013 was Pinnacle Advisory Group, an estimated $2.98M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q3 2013 was Bank of America, an estimated $3.62M sold.
Based on aggregated 13F filings for Q3 2013.