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iShares US Digital Infrastructure and Real Estate ETF

36 hedge funds and large institutions have $157M invested in iShares US Digital Infrastructure and Real Estate ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPC
26
Independent Portfolio Consultants
Florida
$62K -$8.2K -240 -12%
Creative Planning
27
Creative Planning
Kansas
$62K +$13.8K +400 +29%
SFSIG
28
San Francisco Sentry Investment Group
California
$35K -$88K -2,590 -72%
Citigroup
29
Citigroup
New York
$31K -$32.4K -934 -51%
SSB
30
Sandy Spring Bank
Maryland
$17K
WA
31
Winfield Associates
Ohio
$17K
WA
32
Waverly Advisors
Alabama
$11K +$4.79K +145 +77%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$10K +$10K +292 New
HI
34
Hudock Inc
Pennsylvania
$5K +$5K +149 New
Ameriprise
35
Ameriprise
Minnesota
$3K
TFA
36
Transamerica Financial Advisors
Florida
$1K
BCI
37
Brinker Capital Investments
Pennsylvania
-$2.18M -62,000 Closed
PAG
38
Pinnacle Advisory Group
Maryland
-$1.34M -38,169 Closed
BAAM
39
Baker Avenue Asset Management
California
-$544K -15,500 Closed
CA
40
Cetera Advisors
Colorado
-$527K -15,004 Closed
LPL Financial
41
LPL Financial
California
-$251K -7,160 Closed
AP
42
Advisors Preferred
Maryland
-$26K -741 Closed
PAS
43
Partnervest Advisory Services
California
-$11K -300 Closed
WEC
44
Winslow Evans & Crocker
Massachusetts
-$8.78K -250 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
-$1K -28 Closed