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iShares US Digital Infrastructure and Real Estate ETF
IDGT

32 hedge funds and large institutions have $21.5M invested in iShares US Digital Infrastructure and Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more funds holding

Funds holding: 29 → 32 (+3)

8.59% less ownership

Funds ownership: 50.94% → 42.35% (-8.6%)

34% less capital invested

Capital invested by funds: $32.9M → $21.5M (-$11.3M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ST
Spinnaker Trust
Maine
+$196K
2
FAAS
First Allied Advisory Services
California
+$66.3K
3
Wells Fargo
Wells Fargo
California
+$55.9K
4
Stifel Financial
Stifel Financial
Missouri
+$27.1K
5
Bank of America
Bank of America
North Carolina
+$22.9K

Top Sellers

Rank Fund Capital Flow
1
CA
Cumberland Advisors
Florida
-$5.07M
2
SG Americas Securities
SG Americas Securities
New York
-$2.41M
3
Goldman Sachs
Goldman Sachs
New York
-$2.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.58M
5
TRCT
Tower Research Capital (TRC)
New York
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
26
Plante Moran Financial Advisors
Michigan
$10K – – –
HNB
27
Huntington National Bank
Ohio
$9K – – –
SWP
28
Stratos Wealth Partners
Ohio
$7K +$7.19K +152 New
GWM
29
Geneos Wealth Management
Colorado
$6K – – –
APA
30
American Portfolios Advisors
New York
$2.42K +$2.37K +50 New
TFA
31
Transamerica Financial Advisors
Florida
$1K – – –
PCG
32
Private Capital Group
Connecticut
$19 +$18.9K +400 New
CA
33
Cumberland Advisors
Florida
– -$5.07M -109,910 Closed
AWM
34
AE Wealth Management
Kansas
– -$263K -5,705 Closed
PWM
35
Perigon Wealth Management
California
– -$119K -2,590 Closed
1
2

IDGT Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Digital Infrastructure and Real Estate ETF (IDGT) for Q4 2017, worth a combined $21.5M — down 34% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IDGT positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Spinnaker Trust, opening a new position worth an estimated $196K. The largest seller was Cumberland Advisors, exiting entirely with an estimated $5.07M sold.

  • 32 institutional investors held iShares US Digital Infrastructure and Real Estate ETF (IDGT) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $21.5M of iShares US Digital Infrastructure and Real Estate ETF stock for Q4 2017, down 34% quarter-over-quarter.
  • 6 funds opened new iShares US Digital Infrastructure and Real Estate ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest iShares US Digital Infrastructure and Real Estate ETF buyer in Q4 2017 was Spinnaker Trust, an estimated $196K added.
  • The largest iShares US Digital Infrastructure and Real Estate ETF seller in Q4 2017 was Cumberland Advisors, an estimated $5.07M sold.

Based on aggregated 13F filings for Q4 2017.