iShares US Digital Infrastructure and Real Estate ETF
IDGT
29 hedge funds and large institutions have $32.9M invested in iShares US Digital Infrastructure and Real Estate ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
3.58% more ownership
Funds ownership: 47.36% → 50.94% (+3.6%)
6% less funds holding
Funds holding: 31 → 29 (-2)
8% less capital invested
Capital invested by funds: $35.8M → $32.9M (-$2.92M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
| 3 |
Jane Street
New York
|
+$596K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$577K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$75.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$6.21M |
| 2 |
SG Americas Securities
New York
|
-$1.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$257K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$64K |
| 5 |
LPL Financial
San Diego,
California
|
-$28.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $9K | +$9.12K | +199 | New |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $6K | – | – | – |
|
|
TFA
28
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
29
Creative Planning
Overland Park,
Kansas
| – | -$64K | -1,390 | Closed |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -23 | Closed |
|
IDGT Hedge Fund Activity: Q3 2017 in Review
29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q3 2017, worth a combined $32.9M — down 8.2% from $35.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IDGT and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $2.19M. The largest seller was Cumberland Advisors, cutting an estimated $6.21M.
- 29 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q3 2017, down from 31 in Q2 2017.
- Funds reported $32.9M of iShares US Digital Infrastructure and Real Estate ETF stock for Q3 2017, down 8.2% quarter-over-quarter.
- 1 fund opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q3 2017 was Morgan Stanley, an estimated $2.19M added.
- The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q3 2017 was Cumberland Advisors, an estimated $6.21M sold.
Based on aggregated 13F filings for Q3 2017.